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Trade Desk

737 hedge funds and large institutions have $19.8B invested in Trade Desk in 2022 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 241 increasing their positions, 265 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+53
Holders Change %
+7.75%
% of All Funds
12.74%
Holding in Top 10
31
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+106.67%
% of All Funds
0.54%
New
125
Increased
241
Reduced
265
Closed
65
Calls
$867M
Puts
$972M
Net Calls
-$105M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
401
Panagora Asset Management
Massachusetts
$568K
CAG
402
Csenge Advisory Group
Florida
$560K +$95K +1,589 +20%
SBIA
403
Sheaff Brock Investment Advisors
Indiana
$558K +$12.5K +210 +2%
CSPIA
404
Cary Street Partners Investment Advisory
Virginia
$549K +$7.77K +130 +1%
MHS
405
M Holdings Securities
Oregon
$547K +$42.8K +717 +8%
PFO
406
Pathstone Family Office
New Jersey
$544K +$544K +7,165 New
NA
407
NewEdge Advisors
Louisiana
$540K +$238K +3,977 +79%
S
408
SignatureFD
Georgia
$538K +$127K +2,132 +31%
C
409
Certuity
Florida
$535K +$44.8K +750 +9%
FWP
410
FAS Wealth Partners
Kansas
$532K
FTDI
411
First Trust Direct Indexing
Massachusetts
$528K +$16.7K +280 +3%
SW
412
SteelPeak Wealth
California
$520K -$65.2K -1,092 -11%
CAM
413
Connacht Asset Management
New York
$518K -$1.3M -21,784 -72%
RFN
414
Redwood Financial Network
Ohio
$509K +$3.83K +64 +0.8%
SF
415
Synovus Financial
Georgia
$505K -$4.42K -75 -0.9%
MYIA
416
Mount Yale Investment Advisors
Colorado
$500K +$138K +2,311 +38%
1CP
417
17 Capital Partners
Arizona
$495K +$32.8K +550 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
418
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$493K -$246K -4,121 -33%
FCBT
419
First Citizens Bank & Trust
North Carolina
$491K +$39.1K +653 +9%
AIM
420
Anchor Investment Management
South Carolina
$489K
BMSSC
421
B. Metzler seel. Sohn & Co
Germany
$489K -$786K -13,157 -62%
ER
422
Enlightenment Research
Florida
$484K +$484K +8,100 New
LCM
423
LRT Capital Management
Texas
$483K +$84.5K +1,414 +21%
NSAM
424
North Star Asset Management
Wisconsin
$481K
SA
425
SWM Advisors
Florida
$472K