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TWOU

2U Inc

Delisted

TWOU was delisted on the 6th of August, 2024.

187 hedge funds and large institutions have $2.61B invested in 2U Inc in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 54 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 54

13% less funds holding

Funds holding: 216187 (-29)

29% less call options, than puts

Call options by funds: $2.54M | Put options by funds: $3.6M

45% less capital invested

Capital invested by funds: $4.75B → $2.61B (-$2.15B)

48% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 50

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
187
Holders Change
-29
Holders Change %
-13.43%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.04%
New
26
Increased
86
Reduced
54
Closed
50
Calls
$2.54M
Puts
$3.6M
Net Calls
-$1.06M
Net Calls Change
+$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$332M +$35M +23,745 +9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$212M +$55.3M +37,562 +25%
Vanguard Group
3
Vanguard Group
Pennsylvania
$206M +$8.06M +5,468 +3%
ACH
4
ArrowMark Colorado Holdings
Colorado
$149M +$61.7M +41,856 +46%
Franklin Resources
5
Franklin Resources
California
$126M -$23.7M -16,068 -13%
BlackRock
6
BlackRock
New York
$97.7M -$1.74M -1,184 -1%
First Trust Advisors
7
First Trust Advisors
Illinois
$95M +$43.4M +29,484 +54%
FCM
8
Frontier Capital Management
Massachusetts
$87.5M +$2.25M +1,528 +2%
TCM
9
TimesSquare Capital Management
New York
$71.6M +$638K +433 +0.7%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$67.7M +$18.3M +12,404 +26%
RP
11
Riverbridge Partners
Minnesota
$63.1M -$3.35M -2,276 -4%
SDJVC
12
St. Denis J. Villere & Co
Louisiana
$58M +$38.7M +26,256 +105%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$53.6M +$15.9M +10,815 +29%
BAMCO Inc
14
BAMCO Inc
New York
$53.5M -$71.3M -48,383 -51%
AIM
15
ARK Investment Management
Florida
$52.8M +$43.5M +29,547 +171%
ZCI
16
Zevenbergen Capital Investments
Washington
$47.9M +$1.66M +1,128 +3%
Capital World Investors
17
Capital World Investors
California
$47.6M +$1.5M +1,016 +2%
Primecap Management
18
Primecap Management
California
$45.3M +$59.2M +40,160 New
Invesco
19
Invesco
Georgia
$43.2M +$3.62M +2,455 +7%
GIM
20
Granahan Investment Management
Massachusetts
$39.9M +$31.4M +21,320 +152%
GC
21
Greenvale Capital
United Kingdom
$37.6M +$26.6M +18,043 +118%
GGHC
22
Gilder Gagnon Howe & Co
New York
$37.2M -$51.9M -35,218 -52%
Goldman Sachs
23
Goldman Sachs
New York
$29.7M -$10.7M -7,237 -22%
State Street
24
State Street
Massachusetts
$29.5M +$2.02M +1,371 +6%
Deutsche Bank
25
Deutsche Bank
Germany
$27.4M +$14.4M +9,754 +67%

TWOU Hedge Fund Activity: Q2 2019 in Review

187 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in 2U Inc (TWOU) for Q2 2019, worth a combined $2.61B — down 45% from $4.75B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of TWOU and 26 opened new positions — a net loss of 24 holders — while 54 trimmed existing stakes and 86 added.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $61.7M. The largest seller was AllianceBernstein, cutting an estimated $74.2M.

  • 187 institutional investors held 2U Inc (TWOU) as of Q2 2019, down from 216 in Q1 2019.
  • Funds reported $2.61B of 2U Inc stock for Q2 2019, down 45% quarter-over-quarter.
  • 26 funds opened new 2U Inc positions in Q2 2019 and 50 closed out, a net change of -24 holders.
  • The largest 2U Inc buyer in Q2 2019 was ArrowMark Colorado Holdings, an estimated $61.7M added.
  • The largest 2U Inc seller in Q2 2019 was AllianceBernstein, an estimated $74.2M sold.

Based on aggregated 13F filings for Q2 2019.