two
TWOA2024/3/28 下市- 產業
- Blank Checks
- SEC CIK
- 0001843988
two 已在 2024/3/28 下市；內部人最後一份 Form 4 在 2024/3/29 申報；2023 年第 4 季末有 22 家機構在 13F 申報持有，市值合計 $4,318 萬；沒有大師持有。
2022 年第 1 季 13F 持有人
two 在 2022/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 70
- 較 2021 年第 4 季 −3 家
- 持有股數
- 2,009 萬
- 較 2021 年第 4 季 −42.9 萬 (−2.1%)
- 總市值
- $1.97 億
- 較 2021 年第 4 季 −$305.6 萬 (−1.5%)
- 新進機構
- 7
- 另有 16 家加碼
- 清倉機構
- 10
- 另有 9 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TWOA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 0 | $0 |
| 2026 年第 1 季 | 0 | $0 |
| 2025 年第 4 季 | 0 | $0 |
| 2025 年第 3 季 | 1 | $42 |
| 2025 年第 2 季 | 0 | $0 |
| 2025 年第 1 季 | 0 | $0 |
| 2024 年第 4 季 | 0 | $0 |
| 2024 年第 3 季 | 0 | $0 |
| 2024 年第 2 季 | 0 | $0 |
| 2024 年第 1 季 | 0 | $0 |
| 2023 年第 4 季 | 22 | $4,318 萬 |
| 2023 年第 3 季 | 21 | $5,233 萬 |
| 2023 年第 2 季 | 21 | $5,141 萬 |
| 2023 年第 1 季 | 44 | $1.70 億 |
| 2022 年第 4 季 | 58 | $2.05 億 |
| 2022 年第 3 季 | 65 | $2.02 億 |
| 2022 年第 2 季 | 66 | $1.97 億 |
| 2022 年第 1 季 | 70 | $1.97 億 |
| 2021 年第 4 季 | 73 | $2.00 億 |
| 2021 年第 3 季 | 63 | $1.98 億 |
| 2021 年第 2 季 | 62 | $1.99 億 |
| 2021 年第 1 季 | 53 | $2.32 億 |
2022 年第 1 季持有機構
每家機構持有 two 的股數、市值與佔組合比重；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sculptor Capital LP | 2,073,495 | $2,028 萬 | 0.16% | +281,867+15.7% | 加碼 |
| Fir Tree Capital Management LP | 1,151,011 | $1,126 萬 | 0.33% | +31,608+2.8% | 加碼 |
| Millennium Management LLC | 1,068,264 | $1,045 萬 | 0.01% | −15,690−1.4% | 減碼 |
| Centiva Capital, LP | 1,006,929 | $984.8 萬 | 0.57% | 00.0% | 不變 |
| Cadian Capital Management, LP | 1,000,000 | $978.0 萬 | 0.49% | 00.0% | 不變 |
| RP Investment Advisors LP | 800,586 | $783.0 萬 | 1.10% | +152,175+23.5% | 加碼 |
| Blackstone Group Inc. | 750,000 | $733.5 萬 | 0.02% | 00.0% | 不變 |
| Clal Insurance Enterprises Holdings Ltd | 750,000 | $733.5 萬 | 0.08% | 00.0% | 不變 |
| Spring Creek Capital LLC | 688,569 | $673.4 萬 | 0.27% | +88,569+14.8% | 加碼 |
| Marshall Wace, LLP | 620,684 | $607.0 萬 | 0.01% | 00.0% | 不變 |
| Magnetar Financial LLC | 588,969 | $576.0 萬 | 0.06% | −14,756−2.4% | 減碼 |
| Silver Rock Financial LP | 556,773 | $544.5 萬 | 1.04% | 00.0% | 不變 |
| Ci Investments Inc. | 500,000 | $489.0 萬 | 0.02% | 00.0% | 不變 |
| Holocene Advisors, LP | 500,000 | $489.0 萬 | 0.03% | 00.0% | 不變 |
| Citadel Advisors LLC | 400,557 | $391.7 萬 | 0.00% | +237+0.1% | 加碼 |
| Polygon Management Ltd. | 400,000 | $391.2 萬 | 0.18% | +50,000+14.3% | 加碼 |
| Jane Street Group, LLC | 385,148 | $376.7 萬 | 0.01% | +480.0% | 加碼 |
| Ghisallo Capital Management LLC | 373,566 | $365.3 萬 | 0.40% | 00.0% | 不變 |
| Royal Bank of Canada | 342,840 | $335.3 萬 | 0.00% | 00.0% | 不變 |
| Arena Capital Advisors, LLC- CA | 319,724 | $312.7 萬 | 0.48% | −181,626−36.2% | 減碼 |
| Radcliffe Capital Management, L.P. | 314,764 | $307.8 萬 | 0.10% | +62,408+24.7% | 加碼 |
| Alyeska Investment Group, L.P. | 300,000 | $293.4 萬 | 0.03% | −192,232−39.1% | 減碼 |
| P Schoenfeld Asset Management LP | 297,997 | $291.4 萬 | 0.16% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 262,378 | $256.6 萬 | 0.00% | +38,706+17.3% | 加碼 |
| Angelo Gordon & Co., L.P. | 250,000 | $244.5 萬 | 0.29% | 00.0% | 不變 |
| Hudson Bay Capital Management LP | 250,000 | $244.5 萬 | 0.03% | 00.0% | 不變 |
| Moore Capital Management, LP | 250,000 | $244.5 萬 | 0.08% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 250,000 | $244.5 萬 | 0.00% | 00.0% | 不變 |
| Woodline Partners LP | 250,000 | $244.5 萬 | 0.04% | 00.0% | 不變 |
| CSS LLC | 235,816 | $230.7 萬 | 0.10% | +203,218+623.4% | 加碼 |
| HGC Investment Management Inc. | 215,000 | $210.3 萬 | 0.13% | +65,000+43.3% | 加碼 |
| Taconic Capital Advisors LP | 201,105 | $196.7 萬 | 0.07% | 00.0% | 不變 |
| Glazer Capital, LLC | 200,688 | $196.3 萬 | 0.06% | −566,609−73.8% | 減碼 |
| Polar Asset Management Partners Inc. | 200,000 | $195.6 萬 | 0.02% | +200,000 | 新進 |
| CNH Partners LLC | 197,300 | $193.0 萬 | 0.05% | 00.0% | 不變 |
| Castle Hook Partners LP | 170,196 | $166.5 萬 | 0.16% | 00.0% | 不變 |
| DeepCurrents Investment Group LLC | 155,007 | $151.6 萬 | 0.05% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 150,000 | $146.7 萬 | 0.01% | 00.0% | 不變 |
| Jefferies Group LLC | 150,000 | $146.7 萬 | 0.03% | 00.0% | 不變 |
| Exos Asset Management LLC | 113,232 | $110.7 萬 | 0.47% | +5,038+4.7% | 加碼 |
| Kawa Capital Management, Inc | 112,000 | $109.5 萬 | 1.82% | 00.0% | 不變 |
| Meteora Capital, LLC | 103,626 | $101.3 萬 | 0.38% | +103,626 | 新進 |
| Bank of America Corp | 101,941 | $99.7 萬 | 0.00% | +100,000+5,152.0% | 加碼 |
| Tenor Capital Management Co., L.P. | 100,000 | $97.8 萬 | 0.02% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 100,000 | $97.7 萬 | 0.04% | 00.0% | 不變 |
| Whitebox Advisors LLC | 92,000 | $90.0 萬 | 0.02% | −8,000−8.0% | 減碼 |
| DuPont Capital Management Corp | 75,000 | $73.4 萬 | 0.03% | 00.0% | 不變 |
| Wealthspring Capital LLC | 68,700 | $67.2 萬 | 0.13% | +1,600+2.4% | 加碼 |
| Goldman Sachs Group Inc | 65,797 | $64.3 萬 | 0.00% | +65,797 | 新進 |
| Schechter Investment Advisors, LLC | 65,600 | $64.2 萬 | 0.06% | 00.0% | 不變 |
| Spartan Fund Management Inc. | 50,000 | $61.1 萬 | 0.10% | +50,000 | 新進 |
| HRT Financial LP | 51,420 | $50.2 萬 | 0.00% | +104+0.2% | 加碼 |
| Verition Fund Management LLC | 45,072 | $44.1 萬 | 0.01% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 42,145 | $41.2 萬 | 0.01% | +42,145 | 新進 |
| Bank of Nova Scotia | 40,000 | $39.1 萬 | 0.00% | 00.0% | 不變 |
| Weiss Asset Management LP | 40,000 | $39.1 萬 | 0.01% | 00.0% | 不變 |
| Toronto Dominion Bank | 32,149 | $31.4 萬 | 0.00% | 00.0% | 不變 |
| Cowen and Company, LLC | 32,000 | $31.3 萬 | 0.03% | −33,000−50.8% | 減碼 |
| FNY Investment Advisers, LLC | 28,950 | $28.3 萬 | 0.27% | −27,000−48.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 27,862 | $27.2 萬 | 0.00% | 00.0% | 不變 |
| Basso Capital Management, L.P. | 25,250 | $24.7 萬 | 0.02% | +25,250 | 新進 |
| Piper Sandler & Co. | 25,003 | $24.5 萬 | 0.19% | +25,003 | 新進 |
| Boothbay Fund Management, LLC | 20,270 | $19.8 萬 | 0.01% | 00.0% | 不變 |
| Sandia Investment Management LP | 15,228 | $14.9 萬 | 0.02% | 00.0% | 不變 |
| Citigroup Inc | 11,098 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| Ergoteles LLC | 11,000 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 10,000 | $9.80 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 2,359 | $2.30 萬 | 0.00% | +519+28.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 366 | $4,000 | 0.00% | −19−4.9% | 減碼 |
| Advisor Group Holdings, Inc. | 500 | – | – | 00.0% | 不變 |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −303,014−100.0% | 清倉 |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −257,885−100.0% | 清倉 |
| Hound Partners, LLC | 0 | $0 | 0.00% | −199,472−100.0% | 清倉 |
| Cohen & Co Financial Management, LLC | 0 | $0 | 0.00% | −106,157−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −38,946−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −14,537−100.0% | 清倉 |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −10,643−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −2,011−100.0% | 清倉 |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |