TTD icon

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 %
PFS
376
Prospera Financial Services
Texas
$777K -$50.9K -835 -6%
Verition Fund Management
377
Verition Fund Management
Connecticut
$773K +$439K +7,214 +132%
MWM
378
Moran Wealth Management
Florida
$770K -$11.2M -183,476 -94%
LTAS
379
Linden Thomas Advisory Services
North Carolina
$764K +$9.81K +161 +1%
MMPW
380
Mitchell McLeod Pugh & Williams
Alabama
$762K -$25.9K -425 -3%
SB
381
Strategic Blueprint
Georgia
$757K -$1.46K -24 -0.2%
WFC
382
Western Financial Corp
California
$747K +$39.9K +655 +6%
PCIA
383
Prime Capital Investment Advisors
Kansas
$739K +$268K +4,407 +57%
BNP Paribas Asset Management
384
BNP Paribas Asset Management
France
$731K -$58.9K -968 -7%
ATPW
385
Ashton Thomas Private Wealth
Arizona
$730K -$70.7K -1,161 -9%
CNWM
386
Clay Northam Wealth Management
California
$725K
SAM
387
Shell Asset Management
Netherlands
$705K -$609 -10 -0.1%
XT
388
XTX Topco
Cayman Islands
$704K +$704K +11,552 New
GCP
389
GSA Capital Partners
United Kingdom
$699K +$353K +5,797 +102%
WG
390
Winton Group
United Kingdom
$697K +$84.7K +1,391 +14%
BA
391
Bridgewater Advisors
New York
$694K +$3.78K +62 +0.5%
MYIA
392
Mount Yale Investment Advisors
Colorado
$692K +$303K +4,982 +78%
Lazard Asset Management
393
Lazard Asset Management
New York
$690K -$2.89M -47,436 -81%
SRAM
394
Spouting Rock Asset Management
Pennsylvania
$689K +$390K +6,411 +131%
PA
395
Procyon Advisors
Connecticut
$686K +$79.2K +1,301 +13%
KeyBank National Association
396
KeyBank National Association
Ohio
$685K -$29.7K -488 -4%
Swedbank
397
Swedbank
Sweden
$679K +$13.5K +221 +2%
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$671K +$86.3K +1,417 +15%
MGP
399
Metis Global Partners
California
$669K +$669K +10,981 New
Manulife (Manufacturers Life Insurance)
400
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$661K +$11.5K +188 +2%