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Trade Desk

769 hedge funds and large institutions have $20.6B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 275 increasing their positions, 258 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+37
Holders Change %
+5.05%
% of All Funds
12.31%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
127
Increased
275
Reduced
258
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Shares
Change %
DSAM
251
Dock Street Asset Management
Florida
$2.53M -$1.76M -28,867 -41%
JPMPWA
252
J.P. Morgan Private Wealth Advisors
California
$2.52M +$705K +11,570 +39%
BBVA
253
Banco Bilbao Vizcaya Argentaria
Spain
$2.51M +$1.92M +31,251 +320%
CCA
254
Checchi Capital Advisers
California
$2.49M +$2.49M +40,912 New
BCIM
255
British Columbia Investment Management
British Columbia, Canada
$2.41M +$19.4K +319 +0.8%
SAG
256
SageView Advisory Group
California
$2.39M +$1.28K +21 +0.1%
Polen Capital Management
257
Polen Capital Management
Florida
$2.37M -$88.8K -1,458 -4%
IHL
258
Investment House LLC
California
$2.32M +$968K +15,891 +72%
CM
259
Caption Management
Oklahoma
$2.24M +$2.13M +34,960 +1,863%
EMPI
260
Elo Mutual Pension Insurance
Finland
$2.18M +$91.6K +1,504 +4%
IAA
261
Independent Advisor Alliance
North Carolina
$2.16M -$208K -3,411 -9%
VC
262
Vestor Capital
Illinois
$2.16M +$2.16M +35,499 New
AI
263
Atria Investments
North Carolina
$2.12M +$681K +11,183 +47%
BRWA
264
B. Riley Wealth Advisors
Florida
$2.12M -$57K -936 -3%
MSRPS
265
Maryland State Retirement & Pension System
Maryland
$2.11M +$41.3K +678 +2%
LBWM
266
Left Brain Wealth Management
Illinois
$2.1M +$551K +8,560 +36%
VPIM
267
Vanguard Personalized Indexing Management
California
$2.09M +$150K +2,463 +8%
SMDAM
268
Sumitomo Mitsui DS Asset Management
Japan
$2.07M +$227K +3,723 +12%
KIC
269
Kensington Investment Counsel
California
$2.02M -$187K -3,070 -8%
PAG
270
Private Advisor Group
New Jersey
$2M +$7.01K +115 +0.4%
SPC
271
Sigma Planning Corp
Michigan
$1.97M +$220K +3,605 +13%
TCM
272
Twin Capital Management
Pennsylvania
$1.96M -$338K -5,543 -15%
PI
273
PEAK6 Investments
Illinois
$1.94M +$1.94M +31,901 New
ETCM
274
Evolutionary Tree Capital Management
Virginia
$1.93M -$1.27M -20,851 -40%
SFI
275
Susquehanna Fundamental Investments
Pennsylvania
$1.92M -$15.2M -249,434 -89%