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Twist Bioscience

201 hedge funds and large institutions have $957M invested in Twist Bioscience in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 46 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 46

54% more call options, than puts

Call options by funds: $4.69M | Put options by funds: $3.05M

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

3.95% more ownership

Funds ownership: 107.46%111.42% (+4%)

2% more funds holding

Funds holding: 198201 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

33% less capital invested

Capital invested by funds: $1.43B → $957M (-$476M)

Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
75
Reduced
46
Closed
31
Calls
$4.69M
Puts
$3.05M
Net Calls
+$1.64M
Net Calls Change
+$723K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$108M +$10.6M +478,257 +7%
BlackRock
2
BlackRock
New York
$93.7M +$16M +725,733 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$85.9M +$10.4M +469,002 +9%
State Street
4
State Street
Massachusetts
$79.6M +$18.8M +849,592 +19%
JP Morgan Chase
5
JP Morgan Chase
New York
$61.2M +$3.58M +162,161 +4%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$51.3M +$10.3M +467,881 +16%
NAMA
7
Nikko Asset Management Americas
New York
$50.6M +$10.3M +467,881 +16%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$39.9M -$9.75M -441,522 -14%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$31M +$372K +16,845 +0.8%
CS
10
Credit Suisse
Switzerland
$21.8M +$684K +30,968 +2%
Citadel Advisors
11
Citadel Advisors
Florida
$17.7M +$13.4M +608,802 +108%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$16.7M +$1.08M +48,982 +5%
Baillie Gifford & Co
13
Baillie Gifford & Co
United Kingdom
$16.3M -$123K -5,549 -0.5%
TCM
14
Tao Capital Management
California
$12.5M
APM
15
Avidity Partners Management
Texas
$12.4M +$4.59M +208,000 +34%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.9M -$230K -10,423 -1%
Fisher Asset Management
17
Fisher Asset Management
Washington
$11.7M -$677K -30,632 -4%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$10.8M +$10.6M +478,934 +203%
CC
19
Casdin Capital
New York
$10.6M -$5.41M -245,000 -26%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$10.3M +$2.55M +115,402 +20%
Goldman Sachs
21
Goldman Sachs
New York
$9.07M +$2.63M +119,129 +25%
Bank of America
22
Bank of America
North Carolina
$8.7M +$6.38M +288,703 +100%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$8.3M -$1.22M -55,104 -9%
Morgan Stanley
24
Morgan Stanley
New York
$8.17M +$4.27M +193,176 +55%
Northern Trust
25
Northern Trust
Illinois
$7.86M +$220K +9,968 +2%

TWST Hedge Fund Activity: Q1 2023 in Review

201 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Twist Bioscience (TWST) for Q1 2023, worth a combined $957M — down 33% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TWST positions and 31 closed out — a net gain of 4 holders — while 75 added to existing stakes and 46 trimmed.

The largest buyer was State Street, adding an estimated $18.8M. The largest seller was VOYA Investment Management, cutting an estimated $34.2M.

  • 201 institutional investors held Twist Bioscience (TWST) as of Q1 2023, up from 198 in Q4 2022.
  • Funds reported $957M of Twist Bioscience stock for Q1 2023, down 33% quarter-over-quarter.
  • 35 funds opened new Twist Bioscience positions in Q1 2023 and 31 closed out, a net change of +4 holders.
  • The largest Twist Bioscience buyer in Q1 2023 was State Street, an estimated $18.8M added.
  • The largest Twist Bioscience seller in Q1 2023 was VOYA Investment Management, an estimated $34.2M sold.

Based on aggregated 13F filings for Q1 2023.