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Trade Desk

775 hedge funds and large institutions have $20.7B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 279 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 78

37% more capital invested

Capital invested by funds: $15.1B → $20.7B (+$5.58B)

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

5% more funds holding

Funds holding: 737775 (+38)

8% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 259

0.44% more ownership

Funds ownership: 75.4%75.84% (+0.44%)

21% less call options, than puts

Call options by funds: $655M | Put options by funds: $827M

Holders
775
Holders Change
+38
Holders Change %
+5.16%
% of All Funds
12.35%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
128
Increased
279
Reduced
259
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
226
JAT Capital Management
Connecticut
$3.11M -$24.2M -454,453 -90%
CS
227
Candriam SCA
Luxembourg
$3.1M -$141K -2,655 -5%
GAM
228
Gotham Asset Management
New York
$3.09M +$2.45M +46,039 +990%
AB
229
Amalgamated Bank
New York
$3.07M +$54.5K +1,024 +2%
NAM
230
Nissay Asset Management
Japan
$3.04M -$81.8K -1,536 -3%
Teacher Retirement System of Texas
231
Teacher Retirement System of Texas
Texas
$3.02M +$49.7K +933 +2%
SFG
232
Synergy Financial Group
California
$3.01M -$218K -4,099 -8%
WE
233
Wealth Effects
Massachusetts
$3M -$2.13K -40 -0.1%
IIM
234
INTECH Investment Management
Florida
$2.98M +$58K +1,089 +2%
PAS
235
Park Avenue Securities
New York
$2.97M -$204K -3,832 -7%
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$2.91M -$310K -5,825 -11%
Daiwa Securities Group
237
Daiwa Securities Group
Japan
$2.9M +$99.7K +1,873 +4%
Lido Advisors
238
Lido Advisors
California
$2.84M +$1.92M +36,135 +347%
DADC
239
D.A. Davidson & Co
Montana
$2.83M +$54.1K +1,017 +2%
Thrivent Financial for Lutherans
240
Thrivent Financial for Lutherans
Minnesota
$2.79M +$59.7K +1,121 +3%
PCM
241
Prelude Capital Management
New York
$2.77M -$1.56M -29,313 -39%
EAM
242
Erste Asset Management
Austria
$2.74M +$1.33M +25,000 +125%
PP
243
Prudential plc
United Kingdom
$2.72M +$80.8K +1,518 +4%
TFA
244
Teamwork Financial Advisors
Texas
$2.67M -$72.3K -1,359 -3%
DILIC
245
Dai-ichi Life Insurance Company
Japan
$2.66M +$2.33M +43,709 New
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$2.64M -$445K -8,369 -16%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$2.59M +$355K +6,672 +19%
Axa
248
Axa
France
$2.59M +$2.26M +42,444 New
BCI
249
Brinker Capital Investments
Pennsylvania
$2.58M +$88.1K +1,655 +4%
OPS
250
Orion Portfolio Solutions
Nebraska
$2.58M +$2.01M +37,757 +821%