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Trade Desk

775 hedge funds and large institutions have $20.7B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 279 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 78

37% more capital invested

Capital invested by funds: $15.1B → $20.7B (+$5.58B)

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

5% more funds holding

Funds holding: 737775 (+38)

8% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 259

0.44% more ownership

Funds ownership: 75.4%75.84% (+0.44%)

21% less call options, than puts

Call options by funds: $655M | Put options by funds: $827M

Holders
775
Holders Change
+38
Holders Change %
+5.16%
% of All Funds
12.35%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
128
Increased
279
Reduced
259
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Change in
Stake
PWSG
326
Pacific Wealth Strategies Group
California
$1.14M +$34.9K +655 +4%
TWC
327
TD Waterhouse Canada
Ontario, Canada
$1.14M +$19.7K +371 +2%
Mercer Global Advisors
328
Mercer Global Advisors
Colorado
$1.14M +$62.2K +1,168 +7%
WA
329
Wealth Alliance
New York
$1.14M +$17K +319 +2%
AWA
330
Alta Wealth Advisors
Massachusetts
$1.12M -$9.05K -170 -0.9%
AWP
331
Ascent Wealth Partners
New York
$1.11M +$35.6K +668 +4%
ACP
332
Aviance Capital Partners
Florida
$1.1M +$213K +4,000 +29%
AFP
333
Ausdal Financial Partners
Iowa
$1.09M -$13.3K -250 -1%
RHJA
334
Rice Hall James & Associates
California
$1.09M -$6.55K -123 -0.7%
EWA
335
EP Wealth Advisors
California
$1.09M +$214K +4,026 +69%
BOH
336
Bank of Hawaii
Hawaii
$1.04M +$264K +4,968 +41%
M&T Bank
337
M&T Bank
New York
$1.03M +$41.8K +786 +5%
GWSG
338
GPS Wealth Strategies Group
Colorado
$1.02M +$81.4K +1,530 +10%
A
339
AustralianSuper
Australia
$1.01M +$885K +16,619 New
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$1.01M +$13K +244 +1%
IAIM
341
International Assets Investment Management
Florida
$997K +$12K +226 +1%
LSA
342
Leonteq Securities AG
Switzerland
$983K -$64.9K -1,219 -7%
BFEC
343
Benjamin F. Edwards & Company
Missouri
$964K +$5.48K +103 +0.7%
KWM
344
Kingsview Wealth Management
Oregon
$961K +$325K +6,107 +63%
IFG
345
Independent Financial Group
California
$949K +$70.1K +1,317 +9%
Prudential Financial
346
Prudential Financial
New Jersey
$944K -$36.5K -686 -3%
SS
347
Sunbelt Securities
Texas
$941K +$99.1K +1,861 +13%
EW
348
Enzi Wealth
Texas
$938K
CA
349
Cetera Advisors
Colorado
$935K -$90.9K -1,708 -10%
TFM
350
TFC Financial Management
Massachusetts
$934K