We are live on ! Find out more
TTD icon

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
BFG
351
Bleakley Financial Group
New Jersey
$932K +$3.78K +71 +0.5%
ET
352
Equitable Trust
Tennessee
$932K +$79.9K +1,502 +11%
CIBC Asset Management
353
CIBC Asset Management
Ontario, Canada
$926K +$19.5K +366 +2%
EI
354
Ellevest Inc
New York
$921K -$27K -508 -3%
FB
355
Fulton Bank
Pennsylvania
$918K +$85K +1,597 +12%
IAS
356
Insigneo Advisory Services
Florida
$913K +$27.4K +515 +4%
DZ Bank
357
DZ Bank
Germany
$900K +$477K +8,969 +155%
GCM
358
Graham Capital Management
Connecticut
$896K -$412K -7,736 -34%
CFMC
359
Curbstone Financial Management Corp
New Hampshire
$895K +$31.9K +600 +4%
LNC
360
Lincoln National Corp
Pennsylvania
$894K -$76.7K -1,441 -9%
NA
361
NewEdge Advisors
Louisiana
$887K -$62.4K -1,172 -7%
VIA
362
Vident Investment Advisory
Georgia
$876K -$112K -2,111 -13%
AFA
363
Abacus FCF Advisors
Florida
$864K +$755K +14,180 New
OIA
364
Optimum Investment Advisors
Illinois
$862K -$47.9K -900 -6%
PC
365
Pier Capital
Connecticut
$859K +$343K +6,452 +84%
FT
366
Fiduciary Trust
Massachusetts
$847K -$67.1K -1,260 -8%
IWC
367
Integrated Wealth Concepts
Massachusetts
$842K +$39K +732 +6%
FGIM
368
First Growth Investment Manager
California
$838K +$732K +13,750 New
CSS
369
Cubist Systematic Strategies
Connecticut
$836K -$5.82M -109,369 -89%
LSPW
370
Lake Street Private Wealth
Illinois
$827K -$4.79K -90 -0.7%
IMRF
371
Illinois Municipal Retirement Fund
Illinois
$826K
VIM
372
Vinva Investment Management
Australia
$814K +$721K +13,545 New
HSA
373
HBK Sorce Advisory
Pennsylvania
$809K -$883K -16,584 -56%
CFGS
374
Concourse Financial Group Securities
Alabama
$795K -$125K -2,353 -15%
SC
375
Savant Capital
Illinois
$789K +$689K +12,947 New