2U Inc
TWOU
TWOU was delisted on the 6th of August, 2024.
236 hedge funds and large institutions have $1.66B invested in 2U Inc in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 70 increasing their positions, 83 reducing their positions, and 60 closing their positions.
46% more call options, than puts
Call options by funds: $37.6M | Put options by funds: $25.7M
7% less funds holding
Funds holding: 253 → 236 (-17)
16% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 83
23% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 60
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
42% less capital invested
Capital invested by funds: $2.86B → $1.66B (-$1.2B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$16.8M |
| 2 |
GC
Greenvale Capital
London,
United Kingdom
|
+$16.8M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$16.4M |
| 4 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$14.3M |
| 5 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$8.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$63.7M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$46.5M |
| 3 |
MAM
Melqart Asset Management
London,
United Kingdom
|
-$21.5M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$17.7M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$15M |
TWOU Hedge Fund Activity: Q4 2021 in Review
236 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in 2U Inc (TWOU) for Q4 2021, worth a combined $1.66B — down 42% from $2.86B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of TWOU and 46 opened new positions — a net loss of 14 holders — while 83 trimmed existing stakes and 70 added.
The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $16.8M. The largest seller was Wellington Management Group, cutting an estimated $63.7M.
- 236 institutional investors held 2U Inc (TWOU) as of Q4 2021, down from 253 in Q3 2021.
- Funds reported $1.66B of 2U Inc stock for Q4 2021, down 42% quarter-over-quarter.
- 46 funds opened new 2U Inc positions in Q4 2021 and 60 closed out, a net change of -14 holders.
- The largest 2U Inc buyer in Q4 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $16.8M added.
- The largest 2U Inc seller in Q4 2021 was Wellington Management Group, an estimated $63.7M sold.
Based on aggregated 13F filings for Q4 2021.