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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 %
FWM
326
Focused Wealth Management
New York
$598K -$60.7K -1,170 -9%
XWM
327
Xcel Wealth Management
Florida
$596K
GC
328
Guggenheim Capital
Illinois
$585K +$101K +1,950 +21%
FPCP
329
Fort Point Capital Partners
California
$577K
S
330
Seeyond
France
$566K +$7.78K +150 +1%
AIG
331
American International Group
New York
$561K -$13.5K -260 -2%
TFA
332
Toth Financial Advisory
Virginia
$558K
VHAM
333
Van Hulzen Asset Management
California
$550K -$62.3K -1,200 -10%
HPC
334
HM Payson & Co
Maine
$550K +$2.07K +40 +0.4%
FWP
335
FAS Wealth Partners
Kansas
$547K -$5.19K -100 -0.9%
Cetera Investment Advisers
336
Cetera Investment Advisers
Illinois
$545K -$331K -6,390 -38%
SWP
337
Stratos Wealth Partners
Ohio
$532K -$81K -1,560 -13%
BNP Paribas Asset Management
338
BNP Paribas Asset Management
France
$527K -$4.67K -90 -0.9%
SS
339
Simplicity Solutions
Minnesota
$521K -$639K -12,330 -55%
RIG
340
Roosevelt Investment Group
New York
$519K
LC
341
Lavaca Capital
Texas
$518K +$518K +9,980 New
AWM
342
Avitas Wealth Management
California
$498K +$103K +1,980 +26%
PAS
343
Partnervest Advisory Services
California
$493K +$5.71K +110 +1%
Manulife (Manufacturers Life Insurance)
344
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$489K -$2.92M -56,270 -86%
OAM
345
Oppenheimer Asset Management
New York
$486K -$220K -4,250 -31%
OFS
346
OneAscent Financial Services
Alabama
$484K -$36.9K -710 -7%
CW
347
CreativeOne Wealth
Kansas
$483K +$129K +2,490 +37%
ACI
348
Alpha Cubed Investments
California
$475K -$125K -2,410 -21%
KP
349
Keel Point
Alabama
$466K +$466K +8,980 New
C
350
Certuity
Florida
$465K +$51.9K +1,000 +13%