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Trade Desk
TTD

Overview Fund Activity

400 hedge funds and large institutions have $7.96B invested in Trade Desk in 2019 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 134 increasing their positions, 115 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+42
Holders Change %
+11.73%
% of All Funds
7.9%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.32%
New
106
Increased
134
Reduced
115
Closed
56
Calls
$1.22B
Puts
$808M
Net Calls
+$411M
Net Calls Change
+$311M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$928M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$66.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$122M
4
AIM
ARK Investment Management
Florida
$70.4M
5
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$477M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$119M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$240M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
WRCM
Whale Rock Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
376
Bedel Financial Consulting
Indiana
$8K – – –
BCA
377
Berman Capital Advisors
Georgia
$8K +$485 +20 +6%
WAS
378
Winch Advisory Services
Wisconsin
$7K +$7K +260 New
AIS
379
Accurate Investment Solutions
Pennsylvania
$6K +$6K +250 New
EWP
380
Engrave Wealth Partners
Texas
$6K +$6K +250 New
AIC
381
Ameritas Investment Company
Nebraska
$5K – – –
BWA
382
BDO Wealth Advisors
Florida
$5K – – –
ETC
383
Exchange Traded Concepts
Oklahoma
$5K +$5K +190 New
GAM
384
Gemmer Asset Management
California
$5K +$5K +200 New
EWM
385
EPG Wealth Management
Georgia
$5K +$5K +210 New
MIM
386
Macroview Investment Management
Maryland
$4K – – –
PMFA
387
Plante Moran Financial Advisors
Michigan
$4K +$2.67K +100 +200%
TFO
388
Tarbox Family Office
California
$4K +$2.82K +120 +240%
TCM
389
Tradewinds Capital Management
Washington
$3K – – –
EFSCE
390
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$1.09K +40 +57%
CCA
391
Column Capital Advisors
Indiana
$3K +$3K +150 New
SFSIG
392
San Francisco Sentry Investment Group
California
$2K – – –
TPWA
393
TRUE Private Wealth Advisors
Oregon
$2K +$2K +100 New
AS
394
Altshuler Shaham
Israel
$1K -$1K -30 -50%
SIS
395
Sound Income Strategies
Florida
$1K – – –
DSC
396
Duncker Streett & Co
Missouri
$1K +$1K +40 New
ADL
397
Asset Dedication LLC
California
$1K +$1K +40 New
HWM
398
Howard Wealth Management
Connecticut
$1K +$1K +50 New
AWA
399
Arkadios Wealth Advisors
Georgia
$307 +$307 +10 New
Arrowstreet Capital
400
Arrowstreet Capital
Massachusetts
– -$49.3M -2,626,690 Closed
14 15
16
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