2U Inc
TWOU
TWOU was delisted on the 6th of August, 2024.
216 hedge funds and large institutions have $4.75B invested in 2U Inc in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 74 increasing their positions, 65 reducing their positions, and 26 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 2 → 8 (+6)
88% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 26
47% more capital invested
Capital invested by funds: $3.23B → $4.75B (+$1.52B)
14% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 65
11% more funds holding
Funds holding: 194 → 216 (+22)
36% less call options, than puts
Call options by funds: $7.5M | Put options by funds: $11.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$89.8M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$52.1M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$24.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.1M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$124M |
| 2 |
Millennium Management
New York
|
-$17.8M |
| 3 |
PC
Polar Capital
London,
United Kingdom
|
-$13.4M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$12.5M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$12M |
TWOU Hedge Fund Activity: Q1 2019 in Review
216 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in 2U Inc (TWOU) for Q1 2019, worth a combined $4.75B — up 47% from $3.23B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new TWOU positions and 26 closed out — a net gain of 23 holders — while 74 added to existing stakes and 65 trimmed.
The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $89.8M. The largest seller was Fidelity Investments, cutting an estimated $124M.
- 216 institutional investors held 2U Inc (TWOU) as of Q1 2019, up from 194 in Q4 2018.
- Funds reported $4.75B of 2U Inc stock for Q1 2019, up 47% quarter-over-quarter.
- 49 funds opened new 2U Inc positions in Q1 2019 and 26 closed out, a net change of +23 holders.
- The largest 2U Inc buyer in Q1 2019 was Baillie Gifford & Co, an estimated $89.8M added.
- The largest 2U Inc seller in Q1 2019 was Fidelity Investments, an estimated $124M sold.
Based on aggregated 13F filings for Q1 2019.