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Trade Desk

545 hedge funds and large institutions have $13.8B invested in Trade Desk in 2020 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 179 increasing their positions, 140 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+116
Holders Change %
+27.04%
% of All Funds
11.2%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.35%
New
178
Increased
179
Reduced
140
Closed
61
Calls
$1.56B
Puts
$1.61B
Net Calls
-$51.5M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
301
Optimum Investment Advisors
Illinois
$728K +$122K +3,000 +20%
HSA
302
HBK Sorce Advisory
Pennsylvania
$728K +$294K +7,230 +68%
PA
303
Paragon Advisors
Texas
$721K +$241K +5,930 +50%
DAS
304
Dynamic Advisor Solutions
Arizona
$717K -$188K -4,620 -21%
KeyBank National Association
305
KeyBank National Association
Ohio
$705K -$172K -4,240 -20%
NA
306
NewEdge Advisors
Louisiana
$699K +$699K +17,200 New
BRWM
307
B. Riley Wealth Management
Tennessee
$695K +$695K +17,090 New
CFMC
308
Curbstone Financial Management Corp
New Hampshire
$695K +$695K +17,100 New
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$691K
SNT
310
Security National Trust
West Virginia
$691K +$400K +9,830 +137%
Cetera Investment Advisers
311
Cetera Investment Advisers
Illinois
$687K -$202K -4,970 -23%
LNC
312
Lincoln National Corp
Pennsylvania
$686K +$686K +16,870 New
AFG
313
Albion Financial Group
Utah
$684K -$20.3K -500 -3%
MMPW
314
Mitchell McLeod Pugh & Williams
Alabama
$677K +$189K +4,650 +39%
CAN
315
Cetera Advisor Networks
California
$675K -$137K -3,380 -17%
SM
316
Sciencast Management
New Jersey
$651K +$651K +15,300 New
LFAS
317
Level Four Advisory Services
Texas
$640K -$171K -4,210 -21%
VRS
318
Virginia Retirement Systems
Virginia
$610K -$2.36M -58,000 -79%
CS
319
Cannell & Spears
New York
$610K
Canada Pension Plan Investment Board
320
Canada Pension Plan Investment Board
Ontario, Canada
$609K +$530K +13,040 +672%
RWA
321
Redhawk Wealth Advisors
Minnesota
$591K -$171K -4,220 -22%
UIM
322
USS Investment Management
United Kingdom
$569K +$569K +14,000 New
GAM
323
Grandview Asset Management
Pennsylvania
$569K +$569K +14,000 New
WT
324
Whittier Trust
California
$561K
OAM
325
Oppenheimer Asset Management
New York
$553K -$638K -15,720 -54%