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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
SFI
276
Susquehanna Fundamental Investments
Pennsylvania
$1.92M -$13.3M -249,434 -89%
TI
277
Tidal Investments
Wisconsin
$1.88M +$309K +5,800 +23%
DM
278
Diker Management
New York
$1.83M
AIM
279
Achmea Investment Management
Netherlands
$1.82M -$326K -6,131 -17%
KAS
280
Kestra Advisory Services
Texas
$1.77M -$571K -10,728 -27%
FHB
281
First Hawaiian Bank
Hawaii
$1.77M -$255K -4,787 -14%
PAM
282
Panagora Asset Management
Massachusetts
$1.68M -$28.6K -537 -2%
CCIA
283
Cherry Creek Investment Advisors
Colorado
$1.67M -$26.6K -500 -2%
Public Sector Pension Investment Board (PSP Investments)
284
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.65M +$164K +3,080 +13%
BAMF
285
BI Asset Management Fondsmaeglerselskab
Denmark
$1.64M -$360K -6,773 -20%
WAP
286
Wealthcare Advisory Partners
Pennsylvania
$1.64M -$852 -16 -0.1%
OC
287
Oppenheimer & Co
New York
$1.63M -$41.4K -778 -3%
MIM
288
MetLife Investment Management
New Jersey
$1.62M +$3.35K +63 +0.2%
SEC
289
Seven Eight Capital
New York
$1.6M -$779K -14,629 -36%
UCFA
290
United Capital Financial Advisors
Texas
$1.59M -$438K -8,223 -24%
MCC
291
Malaga Cove Capital
California
$1.58M +$142K +2,667 +11%
Mackenzie Financial
292
Mackenzie Financial
Ontario, Canada
$1.57M +$251K +4,716 +22%
LCM
293
LRT Capital Management
Texas
$1.5M +$195K +3,656 +17%
National Bank of Canada
294
National Bank of Canada
Quebec, Canada
$1.5M +$74.8K +1,405 +6%
Two Sigma Advisers
295
Two Sigma Advisers
New York
$1.49M -$7.38M -138,700 -85%
OCM
296
Orion Capital Management
California
$1.47M -$128K -2,400 -9%
NW
297
NewEdge Wealth
Pennsylvania
$1.46M +$1.27M +23,929 New
VAS
298
Vestmark Advisory Solutions
Massachusetts
$1.46M +$1.27M +23,901 New
AG
299
Algert Global
California
$1.45M +$243K +4,566 +24%
AWM
300
Apollon Wealth Management
South Carolina
$1.44M -$212K -3,975 -14%