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Trade Desk

548 hedge funds and large institutions have $13.8B invested in Trade Desk in 2020 Q2 according to their latest regulatory filings, with 180 funds opening new positions, 179 increasing their positions, 141 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 61

122% more capital invested

Capital invested by funds: $6.2B → $13.8B (+$7.58B)

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

27% more funds holding

Funds holding: 430548 (+118)

27% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 141

26.31% more ownership

Funds ownership: 803.35%829.66% (+26%)

3% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.61B

Holders
548
Holders Change
+118
Holders Change %
+27.44%
% of All Funds
11.24%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.35%
New
180
Increased
179
Reduced
141
Closed
61
Calls
$1.56B
Puts
$1.61B
Net Calls
-$51.5M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
376
Advisornet Financial
Minnesota
$362K +$24.1K +800 +10%
QP
377
Quilter Plc
United Kingdom
$348K +$258K +8,570 New
FMW
378
Farr Miller & Washington
District of Columbia
$346K +$256K +8,500 New
NSAM
379
North Star Asset Management
Wisconsin
$346K +$256K +8,500 New
IFG
380
Independent Financial Group
California
$345K +$256K +8,490 New
WMA
381
Wealth Management Associates
New Jersey
$340K +$252K +8,360 New
AAM
382
Azzad Asset Management
Virginia
$339K +$251K +8,330 New
FVWA
383
Foster Victor Wealth Advisors
South Carolina
$338K -$232K -7,680 -48%
VPIM
384
Vanguard Personalized Indexing Management
California
$336K +$249K +8,260 New
QC
385
QCM Cayman
Texas
$325K +$241K +8,000 New
C
386
Certuity
Florida
$324K +$240K +7,960 New
SCA
387
Spearhead Capital Advisors
Florida
$324K +$240K +7,960 New
SB
388
Strategic Blueprint
Georgia
$321K +$238K +7,900 New
FB
389
Fulton Bank
Pennsylvania
$319K +$236K +7,840 New
Brown Advisory
390
Brown Advisory
Maryland
$317K +$235K +7,790 New
CF
391
Centaurus Financial
California
$313K +$232K +7,690 New
Lido Advisors
392
Lido Advisors
California
$313K +$232K +7,690 New
AWM
393
Avitas Wealth Management
California
$309K -$247K -8,190 -52%
CMBA
394
C.M. Bidwell & Associates
Hawaii
$307K -$155K -5,150 -41%
ATPW
395
Ashton Thomas Private Wealth
Arizona
$305K +$226K +7,500 New
WAM
396
World Asset Management
Michigan
$297K +$220K +7,300 New
DCM
397
Driehaus Capital Management
Illinois
$294K -$442K -14,660 -67%
SC
398
Scotia Capital
Ontario, Canada
$287K +$207K +6,880 New
MC
399
Mathes Company
New York
$285K +$211K +7,000 New
CAGAS
400
Capital Advisory Group Advisory Services
Minnesota
$283K +$165K +5,490 +376%