2U Inc
TWOU
TWOU was delisted on the 6th of August, 2024.
210 hedge funds and large institutions have $4.54B invested in 2U Inc in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 47 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 70
7% less capital invested
Capital invested by funds: $4.87B → $4.54B (-$329M)
12% less funds holding
Funds holding: 238 → 210 (-28)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
39% less call options, than puts
Call options by funds: $17.5M | Put options by funds: $28.7M
57% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$63.1M |
| 2 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
|
+$46M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$43.6M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$41.6M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$88.9M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$87.5M |
| 3 |
CCI
Columbus Circle Investors
|
-$34.7M |
| 4 |
O
OppenheimerFunds
New York
|
-$21.8M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$14.8M |
TWOU Hedge Fund Activity: Q3 2018 in Review
210 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in 2U Inc (TWOU) for Q3 2018, worth a combined $4.54B — down 6.8% from $4.87B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of TWOU and 20 opened new positions — a net loss of 27 holders — while 70 trimmed existing stakes and 88 added.
The largest buyer was Franklin Resources, adding an estimated $63.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $88.9M.
- 210 institutional investors held 2U Inc (TWOU) as of Q3 2018, down from 238 in Q2 2018.
- Funds reported $4.54B of 2U Inc stock for Q3 2018, down 6.8% quarter-over-quarter.
- 20 funds opened new 2U Inc positions in Q3 2018 and 47 closed out, a net change of -27 holders.
- The largest 2U Inc buyer in Q3 2018 was Franklin Resources, an estimated $63.1M added.
- The largest 2U Inc seller in Q3 2018 was Lord, Abbett & Co, an estimated $88.9M sold.
Based on aggregated 13F filings for Q3 2018.