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Trade Desk

853 hedge funds and large institutions have $26.1B invested in Trade Desk in 2023 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 279 increasing their positions, 298 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+84
Holders Change %
+10.92%
% of All Funds
13.45%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.43%
New
145
Increased
279
Reduced
298
Closed
57
Calls
$762M
Puts
$727M
Net Calls
+$35.3M
Net Calls Change
+$208M
Name Holding Trade Value Shares
Change
Shares
Change %
CFMC
376
Curbstone Financial Management Corp
New Hampshire
$1.14M
BFG
377
Bleakley Financial Group
New Jersey
$1.13M -$47.3K -613 -4%
HCMT
378
Highland Capital Management (Tennessee)
Tennessee
$1.13M +$1.13M +14,629 New
SS
379
Simplicity Solutions
Minnesota
$1.13M -$403K -5,216 -26%
IWC
380
Integrated Wealth Concepts
Massachusetts
$1.11M +$46.6K +603 +4%
Bank Julius Baer & Co
381
Bank Julius Baer & Co
Switzerland
$1.11M +$1.11M +14,330 New
Los Angeles Capital Management
382
Los Angeles Capital Management
California
$1.11M -$6.97M -90,314 -86%
VFA
383
Values First Advisors
Tennessee
$1.11M -$365K -4,730 -25%
PL
384
Polianta Ltd
Jersey
$1.1M +$1.1M +14,300 New
OIA
385
Optimum Investment Advisors
Illinois
$1.09M
EI
386
Ellevest Inc
New York
$1.08M -$91K -1,178 -8%
CF
387
Cantor Fitzgerald
New York
$1.07M +$1.07M +13,820 New
VIA
388
Vident Investment Advisory
Georgia
$1.07M -$43.2K -560 -4%
SC
389
Savant Capital
Illinois
$1.06M +$63.8K +826 +6%
MYIA
390
Mount Yale Investment Advisors
Colorado
$1.06M +$182K +2,357 +21%
EH
391
Equitable Holdings
New York
$1.06M +$773K +10,014 +274%
FT
392
Fiduciary Trust
Massachusetts
$1.05M -$19.3K -250 -2%
LTAS
393
Linden Thomas Advisory Services
North Carolina
$1.05M +$85.7K +1,110 +9%
IMRF
394
Illinois Municipal Retirement Fund
Illinois
$1.05M
LSPW
395
Lake Street Private Wealth
Illinois
$1.05M -$3.48K -45 -0.3%
PFS
396
Prospera Financial Services
Texas
$1.05M +$59.8K +775 +6%
AFG
397
Albion Financial Group
Utah
$1.04M +$54.5K +706 +6%
AT
398
American Trust
Kentucky
$1.01M +$1.01M +13,102 New
Two Sigma Advisers
399
Two Sigma Advisers
New York
$1M -$888K -11,500 -47%
WEG
400
World Equity Group
Illinois
$994K +$377K +4,878 +61%