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Trade Desk

769 hedge funds and large institutions have $20.6B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 275 increasing their positions, 258 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+37
Holders Change %
+5.05%
% of All Funds
12.31%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
127
Increased
275
Reduced
258
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
326
TD Waterhouse Canada
Ontario, Canada
$1.14M +$23.6K +371 +2%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$1.14M +$71.2K +1,168 +7%
WA
328
Wealth Alliance
New York
$1.14M +$19.4K +319 +2%
AWA
329
Alta Wealth Advisors
Massachusetts
$1.12M -$10.4K -170 -0.9%
AWP
330
Ascent Wealth Partners
New York
$1.11M +$40.7K +668 +4%
ACP
331
Aviance Capital Partners
Florida
$1.1M +$244K +4,000 +29%
AFP
332
Ausdal Financial Partners
Iowa
$1.09M -$15.2K -250 -1%
RHJA
333
Rice Hall James & Associates
California
$1.09M -$7.49K -123 -0.7%
EWA
334
EP Wealth Advisors
California
$1.09M +$448K +4,026 +69%
BOH
335
Bank of Hawaii
Hawaii
$1.04M +$303K +4,968 +41%
M&T Bank
336
M&T Bank
New York
$1.03M +$47.9K +786 +5%
GWSG
337
GPS Wealth Strategies Group
Colorado
$1.02M +$93.2K +1,530 +10%
A
338
AustralianSuper
Australia
$1.01M +$1.01M +16,619 New
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$1.01M +$14.9K +244 +1%
IAIM
340
International Assets Investment Management
Florida
$997K +$13.8K +226 +1%
BFEC
341
Benjamin F. Edwards & Company
Missouri
$964K +$6.27K +103 +0.7%
KWM
342
Kingsview Wealth Management
Oregon
$961K +$372K +6,107 +63%
Prudential Financial
343
Prudential Financial
New Jersey
$944K -$28.6K -686 -3%
SS
344
Sunbelt Securities
Texas
$941K +$112K +1,861 +13%
EW
345
Enzi Wealth
Texas
$938K
CA
346
Cetera Advisors
Colorado
$935K -$104K -1,708 -10%
TFM
347
TFC Financial Management
Massachusetts
$934K
BFG
348
Bleakley Financial Group
New Jersey
$932K +$4.33K +71 +0.5%
ET
349
Equitable Trust
Tennessee
$932K +$91.5K +1,502 +11%
CIBC Asset Management
350
CIBC Asset Management
Ontario, Canada
$926K +$22.3K +366 +2%