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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
Nisa Investment Advisors
251
Nisa Investment Advisors
Missouri
$2.58M +$106K +1,995 +5%
DSAM
252
Dock Street Asset Management
Florida
$2.53M -$1.54M -28,867 -41%
JMPWA
253
JP Morgan Private Wealth Advisors
California
$2.52M +$616K +11,570 +39%
BBVA
254
Banco Bilbao Vizcaya Argentaria
Spain
$2.51M +$1.66M +31,251 +320%
CCA
255
Checchi Capital Advisers
California
$2.49M +$2.18M +40,912 New
BCIM
256
British Columbia Investment Management
British Columbia, Canada
$2.41M +$17K +319 +0.8%
SAG
257
SageView Advisory Group
California
$2.39M +$1.12K +21 +0.1%
Polen Capital Management
258
Polen Capital Management
Florida
$2.37M -$77.6K -1,458 -4%
IHL
259
Investment House LLC
California
$2.32M +$846K +15,891 +72%
CM
260
Caption Management
Oklahoma
$2.24M +$1.86M +34,960 +1,863%
EMPI
261
Elo Mutual Pension Insurance
Finland
$2.18M +$80.1K +1,504 +4%
IAA
262
Independent Advisor Alliance
North Carolina
$2.16M -$182K -3,411 -9%
VC
263
Vestor Capital
Illinois
$2.16M +$1.89M +35,499 New
AI
264
Atria Investments
North Carolina
$2.12M +$595K +11,183 +47%
BRWA
265
B. Riley Wealth Advisors
Florida
$2.12M -$49.8K -936 -3%
MSRPS
266
Maryland State Retirement & Pension System
Maryland
$2.11M +$36.1K +678 +2%
LBWM
267
Left Brain Wealth Management
Illinois
$2.1M +$456K +8,560 +36%
VPIM
268
Vanguard Personalized Indexing Management
California
$2.09M +$131K +2,463 +8%
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$2.07M +$198K +3,723 +12%
KIC
270
Kensington Investment Counsel
California
$2.02M -$163K -3,070 -8%
PAG
271
Private Advisor Group
New Jersey
$2M +$6.12K +115 +0.4%
SPC
272
Sigma Planning Corp
Michigan
$1.97M +$192K +3,605 +13%
TCM
273
Twin Capital Management
Pennsylvania
$1.96M -$295K -5,543 -15%
PI
274
PEAK6 Investments
Illinois
$1.94M +$1.7M +31,901 New
ETCM
275
Evolutionary Tree Capital Management
Virginia
$1.93M -$1.11M -20,851 -40%