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Trade Desk

548 hedge funds and large institutions have $13.8B invested in Trade Desk in 2020 Q2 according to their latest regulatory filings, with 180 funds opening new positions, 179 increasing their positions, 141 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 61

122% more capital invested

Capital invested by funds: $6.2B → $13.8B (+$7.58B)

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

27% more funds holding

Funds holding: 430548 (+118)

27% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 141

26.31% more ownership

Funds ownership: 803.35%829.66% (+26%)

3% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.61B

Holders
548
Holders Change
+118
Holders Change %
+27.44%
% of All Funds
11.24%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.35%
New
180
Increased
179
Reduced
141
Closed
61
Calls
$1.56B
Puts
$1.61B
Net Calls
-$51.5M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
301
Prudential Financial
New Jersey
$742K -$16K -530 -3%
DRS
302
Deane Retirement Strategies
Louisiana
$737K +$547K +18,140 New
OIA
303
Optimum Investment Advisors
Illinois
$728K +$90.4K +3,000 +20%
HSA
304
HBK Sorce Advisory
Pennsylvania
$728K +$218K +7,230 +68%
PA
305
Paragon Advisors
Texas
$721K +$179K +5,930 +50%
DAS
306
Dynamic Advisor Solutions
Arizona
$717K -$139K -4,620 -21%
KeyBank National Association
307
KeyBank National Association
Ohio
$705K -$128K -4,240 -20%
NA
308
NewEdge Advisors
Louisiana
$699K +$518K +17,200 New
BRWM
309
B. Riley Wealth Management
Tennessee
$695K +$515K +17,090 New
CFMC
310
Curbstone Financial Management Corp
New Hampshire
$695K +$515K +17,100 New
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$691K
SNT
312
Security National Trust
West Virginia
$691K +$296K +9,830 +137%
Cetera Investment Advisers
313
Cetera Investment Advisers
Illinois
$687K -$150K -4,970 -23%
LNC
314
Lincoln National Corp
Pennsylvania
$686K +$509K +16,870 New
AFG
315
Albion Financial Group
Utah
$684K -$15.1K -500 -3%
MMPW
316
Mitchell McLeod Pugh & Williams
Alabama
$677K +$140K +4,650 +39%
CAN
317
Cetera Advisor Networks
California
$675K -$102K -3,380 -17%
SM
318
Sciencast Management
New Jersey
$651K +$461K +15,300 New
LFAS
319
Level Four Advisory Services
Texas
$640K -$127K -4,210 -21%
VRS
320
Virginia Retirement Systems
Virginia
$610K -$1.75M -58,000 -79%
CS
321
Cannell & Spears
New York
$610K
Canada Pension Plan Investment Board
322
Canada Pension Plan Investment Board
Ontario, Canada
$609K +$393K +13,040 +672%
RWA
323
Redhawk Wealth Advisors
Minnesota
$591K -$127K -4,220 -22%
GAM
324
Grandview Asset Management
Pennsylvania
$569K +$422K +14,000 New
UIM
325
USS Investment Management
United Kingdom
$569K +$422K +14,000 New