2U Inc
TWOU
TWOU was delisted on the 6th of August, 2024.
213 hedge funds and large institutions have $1.06B invested in 2U Inc in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 62 closing their positions.
87% more call options, than puts
Call options by funds: $27.4M | Put options by funds: $14.7M
6% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 69
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less funds holding
Funds holding: 236 → 213 (-23)
31% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 62
36% less capital invested
Capital invested by funds: $1.66B → $1.06B (-$598M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.8M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$13.3M |
| 3 |
GC
Greenvale Capital
London,
United Kingdom
|
+$12.7M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$9.07M |
| 5 |
Bank of New York Mellon
New York
|
+$6.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$66.8M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$40.8M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$30.6M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$19.8M |
| 5 |
ClearBridge Investments
New York
|
-$13.5M |
TWOU Hedge Fund Activity: Q1 2022 in Review
213 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in 2U Inc (TWOU) for Q1 2022, worth a combined $1.06B — down 36% from $1.66B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of TWOU and 43 opened new positions — a net loss of 19 holders — while 69 trimmed existing stakes and 73 added.
The largest buyer was Morgan Stanley, adding an estimated $16.8M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $66.8M sold.
- 213 institutional investors held 2U Inc (TWOU) as of Q1 2022, down from 236 in Q4 2021.
- Funds reported $1.06B of 2U Inc stock for Q1 2022, down 36% quarter-over-quarter.
- 43 funds opened new 2U Inc positions in Q1 2022 and 62 closed out, a net change of -19 holders.
- The largest 2U Inc buyer in Q1 2022 was Morgan Stanley, an estimated $16.8M added.
- The largest 2U Inc seller in Q1 2022 was Riverbridge Partners, an estimated $66.8M sold.
Based on aggregated 13F filings for Q1 2022.