2U Inc
TWOU
TWOU was delisted on the 6th of August, 2024.
194 hedge funds and large institutions have $3.23B invested in 2U Inc in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 57 reducing their positions, and 48 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 57
8% less funds holding
Funds holding: 210 → 194 (-16)
29% less capital invested
Capital invested by funds: $4.54B → $3.23B (-$1.31B)
32% less call options, than puts
Call options by funds: $7.49M | Put options by funds: $11.1M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
33% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$93.5M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$72.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$68.5M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$66.2M |
| 5 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$53.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWNA
Marshall Wace North America
New York
|
-$71.7M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$53.3M |
| 3 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$28M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$22.8M |
| 5 |
O
OppenheimerFunds
New York
|
-$21.6M |
TWOU Hedge Fund Activity: Q4 2018 in Review
194 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in 2U Inc (TWOU) for Q4 2018, worth a combined $3.23B — down 29% from $4.54B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of TWOU and 32 opened new positions — a net loss of 16 holders — while 57 trimmed existing stakes and 81 added.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $93.5M. The largest seller was Marshall Wace North America, exiting entirely with an estimated $71.7M sold.
- 194 institutional investors held 2U Inc (TWOU) as of Q4 2018, down from 210 in Q3 2018.
- Funds reported $3.23B of 2U Inc stock for Q4 2018, down 29% quarter-over-quarter.
- 32 funds opened new 2U Inc positions in Q4 2018 and 48 closed out, a net change of -16 holders.
- The largest 2U Inc buyer in Q4 2018 was William Blair Investment Management, an estimated $93.5M added.
- The largest 2U Inc seller in Q4 2018 was Marshall Wace North America, an estimated $71.7M sold.
Based on aggregated 13F filings for Q4 2018.