Is Twilio Inc (TWLO) Worthy of Your Portfolio?
Published on December 14, 2016 at 7:11 am by Dorne Luizen in Hedge Funds,News
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Hedge fund interest in Twilio Inc (NYSE:TWLO) shares was flat at the end of last quarter, with 9 hedge funds bullish on the stock. The level and the change in hedge fund popularity aren't the only variables you need to analyze to decipher hedge funds' perspectives. A stock may witness a boost in popularity but it may still be less popular than similarly priced stocks. That's why at the end of this article we will examine companies such as Empresa Nacional de Electricidad S.A. (NYSE:EOCC), Aqua America Inc (NYSE:WTR), and Arris Group, Inc. (NASDAQ:ARRS) to gather more data points.
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What does the smart money think about Twilio Inc(NYSE:TWLO)?
Heading into the fourth quarter of 2016, a total of 9 of the hedge funds tracked by Insider Monkey were bullish on this stock, unchanged from one quarter earlier. The graph below displays the number of hedge funds with bullish position in TWLO over the last 5 quarters. So, let's see which hedge funds were among the top holders of the stock and which hedge funds were making big moves.
When looking at the institutional investors followed by Insider Monkey, Coatue Management, led by Philippe Laffont, holds the largest position in Twilio Inc(NYSE:TWLO). Coatue Management has a $33.8 million position in the stock. Coming in second is Ken Griffin of Citadel Investment Group, with a $22.1 million call position. Some other professional money managers with similar optimism consist of Richard Driehaus' Driehaus Capital, and Drew Cupps's Cupps Capital Management. We should note that none of these hedge funds are among our list of the 100 best performing hedge funds which is based on the performance of their 13F long positions in non-microcap stocks.
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Is TWLO A Good Investment Right Now? Is TWLO A Good Stock To Buy? NYSE:TWLO Yahoo Finance
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