2U Inc
TWOU
TWOU was delisted on the 6th of August, 2024.
215 hedge funds and large institutions have $4.71B invested in 2U Inc in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 9 closing their positions.
322% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 9
27% more capital invested
Capital invested by funds: $3.72B → $4.71B (+$991M)
14% more funds holding
Funds holding: 188 → 215 (+27)
1% more call options, than puts
Call options by funds: $25M | Put options by funds: $24.6M
5% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 76
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWNA
Marshall Wace North America
New York
|
+$56.9M |
| 2 |
TAM
Telemark Asset Management
Boston,
Massachusetts
|
+$11.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.69M |
| 4 |
Two Sigma Investments
New York
|
+$8.45M |
| 5 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$7.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SDJVC
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
-$39.9M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$38.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$25.5M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$20.3M |
TWOU Hedge Fund Activity: Q1 2018 in Review
215 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in 2U Inc (TWOU) for Q1 2018, worth a combined $4.71B — up 27% from $3.72B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new TWOU positions and 9 closed out — a net gain of 29 holders — while 72 added to existing stakes and 76 trimmed.
The largest buyer was Marshall Wace North America, adding an estimated $56.9M. The largest seller was St. Denis J. Villere & Co, cutting an estimated $39.9M.
- 215 institutional investors held 2U Inc (TWOU) as of Q1 2018, up from 188 in Q4 2017.
- Funds reported $4.71B of 2U Inc stock for Q1 2018, up 27% quarter-over-quarter.
- 38 funds opened new 2U Inc positions in Q1 2018 and 9 closed out, a net change of +29 holders.
- The largest 2U Inc buyer in Q1 2018 was Marshall Wace North America, an estimated $56.9M added.
- The largest 2U Inc seller in Q1 2018 was St. Denis J. Villere & Co, an estimated $39.9M sold.
Based on aggregated 13F filings for Q1 2018.