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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
CMI
376
Clare Market Investments
Texas
$786K -$124K -2,321 -15%
AFG
377
Albion Financial Group
Utah
$779K -$5.38K -101 -0.8%
DA
378
Duality Advisers
Florida
$778K +$422K +7,925 +163%
PFS
379
Prospera Financial Services
Texas
$777K -$44.4K -835 -6%
Verition Fund Management
380
Verition Fund Management
Connecticut
$773K +$384K +7,214 +132%
MWM
381
Moran Wealth Management
Florida
$770K -$9.77M -183,476 -94%
LTAS
382
Linden Thomas Advisory Services
North Carolina
$764K +$8.57K +161 +1%
MMPW
383
Mitchell McLeod Pugh & Williams
Alabama
$762K -$22.6K -425 -3%
SB
384
Strategic Blueprint
Georgia
$757K -$1.28K -24 -0.2%
WFC
385
Western Financial Corp
California
$747K +$34.9K +655 +6%
PCIA
386
Prime Capital Investment Advisors
Kansas
$739K +$235K +4,407 +57%
BNP Paribas Asset Management
387
BNP Paribas Asset Management
France
$731K -$51.5K -968 -7%
ATPW
388
Ashton Thomas Private Wealth
Arizona
$730K -$61.8K -1,161 -9%
CNWM
389
Clay Northam Wealth Management
California
$725K
SAM
390
Shell Asset Management
Netherlands
$705K -$532 -10 -0.1%
XT
391
XTX Topco
Cayman Islands
$704K +$615K +11,552 New
GCP
392
GSA Capital Partners
United Kingdom
$699K +$309K +5,797 +102%
WG
393
Winton Group
United Kingdom
$697K +$74K +1,391 +14%
BA
394
Bridgewater Advisors
New York
$694K +$3.3K +62 +0.5%
MYIA
395
Mount Yale Investment Advisors
Colorado
$692K +$265K +4,982 +78%
Lazard Asset Management
396
Lazard Asset Management
New York
$690K -$2.52M -47,436 -81%
SRAM
397
Spouting Rock Asset Management
Pennsylvania
$689K +$341K +6,411 +131%
PA
398
Procyon Advisors
Connecticut
$686K +$69.2K +1,301 +13%
KeyBank National Association
399
KeyBank National Association
Ohio
$685K -$26K -488 -4%
Swedbank
400
Swedbank
Sweden
$679K +$11.8K +221 +2%