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Trade Desk

588 hedge funds and large institutions have $16.3B invested in Trade Desk in 2020 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 184 increasing their positions, 222 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+43
Holders Change %
+7.89%
% of All Funds
11.9%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.45%
New
103
Increased
184
Reduced
222
Closed
58
Calls
$1.73B
Puts
$1.71B
Net Calls
+$29.3M
Net Calls Change
+$80.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
301
AlphaCrest Capital Management
New York
$726K +$726K +14,000 New
LCG
302
Lisanti Capital Growth
New York
$723K -$5.55M -107,060 -88%
WT
303
Whittier Trust
California
$715K
Mackenzie Financial
304
Mackenzie Financial
Ontario, Canada
$709K -$313K -6,030 -31%
PWSG
305
Pacific Wealth Strategies Group
California
$709K +$709K +13,660 New
AIM
306
Axiom Investment Management
New York
$699K +$442K +8,500 +172%
AAS
307
Avantax Advisory Services
Texas
$697K +$697K +13,440 New
IRF
308
IBM Retirement Fund
New York
$695K +$204K +3,930 +42%
Simplex Trading
309
Simplex Trading
Illinois
$691K -$6.59M -127,120 -91%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$691K
EWA
311
EP Wealth Advisors
California
$688K +$688K +13,270 New
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$681K +$15.1K +290 +2%
GAM
313
Grandview Asset Management
Pennsylvania
$675K -$50.8K -980 -7%
CM
314
Castleark Management
Illinois
$674K +$171K +3,300 +34%
PJB
315
Paul John Balson
California
$662K +$317K +6,120 +92%
ATPW
316
Ashton Thomas Private Wealth
Arizona
$657K +$268K +5,160 +69%
GCM
317
Gunderson Capital Management
South Carolina
$649K -$519K -9,910 -44%
YMRC
318
Yorktown Management & Research Company
Virginia
$648K
SS
319
Sunbelt Securities
Texas
$648K +$648K +11,680 New
ET
320
Equitable Trust
Tennessee
$646K
HFM
321
Harvest Fund Management
China
$627K -$34.4K -600 -5%
NWM
322
Northwest Wealth Management
Iowa
$627K -$2.59K -50 -0.4%
TSS
323
Two Sigma Securities
New York
$624K +$624K +12,030 New
MMPW
324
Mitchell McLeod Pugh & Williams
Alabama
$623K -$241K -4,650 -28%
IFWM
325
Institute for Wealth Management
Colorado
$620K -$41.5K -800 -6%