2U Inc
TWOU
TWOU was delisted on the 6th of August, 2024.
126 hedge funds and large institutions have $83.9M invested in 2U Inc in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 44 closing their positions.
6% more call options, than puts
Call options by funds: $476K | Put options by funds: $450K
13% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 45
19% less funds holding
Funds holding: 155 → 126 (-29)
53% less capital invested
Capital invested by funds: $179M → $83.9M (-$95.5M)
61% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$3.3M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.42M |
| 3 |
Renaissance Technologies
New York
|
+$1.37M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.28M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Greenvale Capital
London,
United Kingdom
|
-$3.9M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.84M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$3.76M |
| 4 |
Morgan Stanley
New York
|
-$3.65M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$3.13M |
TWOU Hedge Fund Activity: Q4 2023 in Review
126 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in 2U Inc (TWOU) for Q4 2023, worth a combined $83.9M — down 53% from $179M a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of TWOU and 17 opened new positions — a net loss of 27 holders — while 45 trimmed existing stakes and 39 added.
The largest buyer was Millennium Management, adding an estimated $3.3M. The largest seller was Greenvale Capital, cutting an estimated $3.9M.
- 126 institutional investors held 2U Inc (TWOU) as of Q4 2023, down from 155 in Q3 2023.
- Funds reported $83.9M of 2U Inc stock for Q4 2023, down 53% quarter-over-quarter.
- 17 funds opened new 2U Inc positions in Q4 2023 and 44 closed out, a net change of -27 holders.
- The largest 2U Inc buyer in Q4 2023 was Millennium Management, an estimated $3.3M added.
- The largest 2U Inc seller in Q4 2023 was Greenvale Capital, an estimated $3.9M sold.
Based on aggregated 13F filings for Q4 2023.