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 2 季 13F 持有人
two 在 2022/6/30 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
- 66
- 較 2022 年第 1 季 −4 家
- 持有股數
- 2,018 萬
- 較 2022 年第 1 季 +9.61 萬 (+0.5%)
- 總市值
- $1.97 億
- 較 2022 年第 1 季 +$62.5 萬 (+0.3%)
- 新進機構
- 5
- 另有 13 家加碼
- 清倉機構
- 9
- 另有 12 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sculptor Capital LP | 2,075,376 | $2,028 萬 | 0.22% | +1,881+0.1% | 加碼 |
| Fir Tree Capital Management LP | 1,136,002 | $1,110 萬 | 0.36% | −15,009−1.3% | 減碼 |
| Millennium Management LLC | 1,063,235 | $1,039 萬 | 0.01% | −5,029−0.5% | 減碼 |
| Centiva Capital, LP | 1,006,929 | $983.8 萬 | 0.57% | 00.0% | 不變 |
| Cadian Capital Management, LP | 1,000,000 | $977.0 萬 | 0.66% | 00.0% | 不變 |
| Glazer Capital, LLC | 771,221 | $753.5 萬 | 0.19% | +570,533+284.3% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 750,000 | $732.7 萬 | 0.10% | 00.0% | 不變 |
| Kim, LLC | 688,569 | $672.7 萬 | 0.32% | +688,569 | 新進 |
| RP Investment Advisors LP | 670,981 | $655.5 萬 | 0.92% | −129,605−16.2% | 減碼 |
| Marshall Wace, LLP | 620,684 | $606.3 萬 | 0.01% | 00.0% | 不變 |
| Magnetar Financial LLC | 588,969 | $575.4 萬 | 0.07% | 00.0% | 不變 |
| Silver Rock Financial LP | 556,773 | $544.0 萬 | 1.19% | 00.0% | 不變 |
| Radcliffe Capital Management, L.P. | 550,470 | $537.8 萬 | 0.17% | +235,706+74.9% | 加碼 |
| Aristeia Capital LLC | 550,000 | $537.4 萬 | 0.10% | +550,000 | 新進 |
| Taconic Capital Advisors LP | 451,105 | $440.7 萬 | 0.13% | +250,000+124.3% | 加碼 |
| Citadel Advisors LLC | 401,166 | $391.9 萬 | 0.01% | +609+0.2% | 加碼 |
| Polygon Management Ltd. | 400,000 | $390.8 萬 | 0.27% | 00.0% | 不變 |
| CNH Partners LLC | 397,300 | $388.2 萬 | 0.09% | +200,000+101.4% | 加碼 |
| Jane Street Group, LLC | 385,982 | $377.1 萬 | 0.01% | +834+0.2% | 加碼 |
| Ghisallo Capital Management LLC | 373,566 | $365.0 萬 | 0.45% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 357,850 | $349.6 萬 | 0.01% | +95,472+36.4% | 加碼 |
| Alyeska Investment Group, L.P. | 300,000 | $293.1 萬 | 0.03% | 00.0% | 不變 |
| Woodline Partners LP | 300,000 | $293.1 萬 | 0.05% | +50,000+20.0% | 加碼 |
| Royal Bank of Canada | 299,644 | $292.8 萬 | 0.00% | −43,196−12.6% | 減碼 |
| P Schoenfeld Asset Management LP | 297,997 | $291.1 萬 | 0.19% | 00.0% | 不變 |
| UBS Oconnor LLC | 262,511 | $256.5 萬 | 0.03% | +262,511 | 新進 |
| Angelo Gordon & Co., L.P. | 250,000 | $244.3 萬 | 0.29% | 00.0% | 不變 |
| Hudson Bay Capital Management LP | 250,000 | $244.3 萬 | 0.02% | 00.0% | 不變 |
| Moore Capital Management, LP | 250,000 | $244.3 萬 | 0.07% | 00.0% | 不變 |
| Arena Capital Advisors, LLC- CA | 223,876 | $218.7 萬 | 0.55% | −95,848−30.0% | 減碼 |
| HGC Investment Management Inc. | 215,000 | $210.3 萬 | 0.13% | 00.0% | 不變 |
| CSS LLC | 208,492 | $203.7 萬 | 0.10% | −27,324−11.6% | 減碼 |
| Polar Asset Management Partners Inc. | 202,901 | $198.2 萬 | 0.03% | +2,901+1.5% | 加碼 |
| Picton Mahoney Asset Management | 195,466 | $191.0 萬 | 0.08% | +95,466+95.5% | 加碼 |
| Castle Hook Partners LP | 170,196 | $166.3 萬 | 0.28% | 00.0% | 不變 |
| Toronto Dominion Bank | 157,382 | $153.7 萬 | 0.00% | +125,233+389.5% | 加碼 |
| DeepCurrents Investment Group LLC | 155,007 | $151.4 萬 | 0.07% | 00.0% | 不變 |
| Bank of Montreal | 150,000 | $146.7 萬 | 0.00% | +150,000 | 新進 |
| Balyasny Asset Management LLC | 150,000 | $146.6 萬 | 0.01% | 00.0% | 不變 |
| Jefferies Group LLC | 150,000 | $146.6 萬 | 0.04% | 00.0% | 不變 |
| Exos Asset Management LLC | 113,194 | $110.6 萬 | 0.57% | −380.0% | 減碼 |
| Meteora Capital, LLC | 103,626 | $101.2 萬 | 0.19% | 00.0% | 不變 |
| Bank of America Corp | 101,941 | $99.6 萬 | 0.00% | 00.0% | 不變 |
| Tenor Capital Management Co., L.P. | 100,000 | $97.7 萬 | 0.02% | 00.0% | 不變 |
| Whitebox Advisors LLC | 92,000 | $89.9 萬 | 0.03% | 00.0% | 不變 |
| Basso Capital Management, L.P. | 75,250 | $73.5 萬 | 0.08% | +50,000+198.0% | 加碼 |
| DuPont Capital Management Corp | 75,000 | $73.3 萬 | 0.03% | 00.0% | 不變 |
| Wealthspring Capital LLC | 67,645 | $66.1 萬 | 0.12% | −1,055−1.5% | 減碼 |
| Goldman Sachs Group Inc | 65,797 | $64.3 萬 | 0.00% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 64,545 | $63.1 萬 | 0.06% | −1,055−1.6% | 減碼 |
| HRT Financial LP | 51,310 | $50.1 萬 | 0.01% | −110−0.2% | 減碼 |
| Spartan Fund Management Inc. | 50,000 | $48.8 萬 | 0.10% | 00.0% | 不變 |
| 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 |
| Cowen and Company, LLC | 32,000 | $31.3 萬 | 0.03% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 28,950 | $28.2 萬 | 0.21% | 00.0% | 不變 |
| Piper Sandler & Co. | 25,003 | $24.4 萬 | 0.22% | 00.0% | 不變 |
| 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 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Ergoteles LLC | 11,000 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 10,000 | $9.80 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 2,327 | $2.30 萬 | 0.00% | −32−1.4% | 減碼 |
| Advisor Group Holdings, Inc. | 500 | $5,000 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 452 | $4,000 | 0.00% | +452 | 新進 |
| Tower Research Capital LLC (TRC) | 266 | $3,000 | 0.00% | −100−27.3% | 減碼 |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −750,000−100.0% | 清倉 |
| Spring Creek Capital LLC | 0 | $0 | 0.00% | −688,569−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −500,000−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −500,000−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Kawa Capital Management, Inc | 0 | $0 | 0.00% | −112,000−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −45,072−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −42,145−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −27,862−100.0% | 清倉 |