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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
P
401
Pitcairn
Pennsylvania
$280K +$207K +6,870 New
CAI
402
Capital Advisors Inc
Oklahoma
$277K +$174K +5,770 New
CW
403
CreativeOne Wealth
Kansas
$277K +$205K +6,810 New
LIM
404
Loudon Investment Management
New Hampshire
$272K +$201K +6,680 New
SAM
405
Silvercrest Asset Management
New York
$270K +$200K +6,640 New
PJB
406
Paul John Balson
California
$270K +$200K +6,650 New
CA
407
Calton & Associates
Florida
$265K +$197K +6,520 New
AC
408
Allstate Corporation
Illinois
$261K +$193K +6,410 New
CHA
409
Carmichael Hill & Associates
Maryland
$254K -$15.1K -500 -7%
VIA
410
Vident Investment Advisory
Georgia
$254K +$188K +6,240 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
411
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$253K +$173K +5,740 +1,196%
IAIM
412
International Assets Investment Management
Florida
$252K +$187K +6,210 New
CAN
413
Claraphi Advisory Network
United States
$251K +$10.6K +350 +6%
AWM
414
Apollon Wealth Management
South Carolina
$248K +$184K +6,100 New
SIG
415
Sargent Investment Group
Maryland
$245K +$172K +5,700 New
AIMCA
416
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$244K +$181K +6,000 New
Koshinski Asset Management
417
Koshinski Asset Management
Illinois
$244K +$181K +6,000 New
PWM
418
PRW Wealth Management
Massachusetts
$244K +$181K +6,000 New
IB
419
Intrust Bank
Kansas
$243K +$180K +5,960 New
RJT
420
Raymond James Trust
Florida
$242K +$180K +5,960 New
CWM
421
Cornerstone Wealth Management
Missouri
$241K +$178K +5,920 New
TAM
422
Tocqueville Asset Management
New York
$238K -$1.27M -42,000 -88%
SF
423
Synovus Financial
Georgia
$234K -$183K -6,070 -51%
VWA
424
Visionary Wealth Advisors
Illinois
$234K +$173K +5,750 New
VCA
425
Verdence Capital Advisors
Maryland
$233K +$173K +5,730 New