2U Inc
TWOU
TWOU was delisted on the 6th of August, 2024.
254 hedge funds and large institutions have $2.81B invested in 2U Inc in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 112 increasing their positions, 60 reducing their positions, and 40 closing their positions.
87% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 60
28% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 40
5% more funds holding
Funds holding: 243 → 254 (+11)
2% less capital invested
Capital invested by funds: $2.86B → $2.81B (-$54.4M)
32% less call options, than puts
Call options by funds: $26.8M | Put options by funds: $39.6M
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$143M |
| 2 |
PC
Polar Capital
London,
United Kingdom
|
+$53.7M |
| 3 |
CCM
CAAS Capital Management
New York
|
+$48.8M |
| 4 |
GC
Greenvale Capital
London,
United Kingdom
|
+$37.6M |
| 5 |
NAMA
Nikko Asset Management Americas
New York
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHCM
Sachem Head Capital Management
New York
|
-$52.8M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$25.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$24.2M |
| 4 |
D.E. Shaw & Co
New York
|
-$22.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.3M |
TWOU Hedge Fund Activity: Q3 2020 in Review
254 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in 2U Inc (TWOU) for Q3 2020, worth a combined $2.81B — down 1.9% from $2.86B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new TWOU positions and 40 closed out — a net gain of 11 holders — while 112 added to existing stakes and 60 trimmed.
The largest buyer was ARK Investment Management, adding an estimated $143M. The largest seller was Sachem Head Capital Management, exiting entirely with an estimated $52.8M sold.
- 254 institutional investors held 2U Inc (TWOU) as of Q3 2020, up from 243 in Q2 2020.
- Funds reported $2.81B of 2U Inc stock for Q3 2020, down 1.9% quarter-over-quarter.
- 51 funds opened new 2U Inc positions in Q3 2020 and 40 closed out, a net change of +11 holders.
- The largest 2U Inc buyer in Q3 2020 was ARK Investment Management, an estimated $143M added.
- The largest 2U Inc seller in Q3 2020 was Sachem Head Capital Management, an estimated $52.8M sold.
Based on aggregated 13F filings for Q3 2020.