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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
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$671K +$75.4K +1,417 +15%
MGP
402
Metis Global Partners
California
$669K +$584K +10,981 New
Manulife (Manufacturers Life Insurance)
403
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$661K +$10K +188 +2%
ARG
404
Advisory Resource Group
Oklahoma
$659K -$58.5K -1,100 -9%
AFO
405
Arrowroot Family Office
California
$656K +$573K +10,774 New
IFWM
406
Institute for Wealth Management
Colorado
$646K -$39K -732 -6%
AIMCA
407
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$646K +$564K +10,600 New
VI
408
Vestcor Inc
New Brunswick, Canada
$638K -$2.77K -52 -0.5%
RFN
409
Redwood Financial Network
Ohio
$626K +$8.89K +167 +2%
CAPTRUST Financial Advisors
410
CAPTRUST Financial Advisors
North Carolina
$623K +$151K +2,835 +38%
HTC
411
Haverford Trust Company
Pennsylvania
$623K -$19.2K -360 -3%
SIAP
412
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$620K -$1.33K -25 -0.2%
SWS
413
SYSTM Wealth Solutions
Illinois
$617K +$270K +5,069 +100%
HPC
414
HM Payson & Co
Maine
$613K
ACM
415
Ascendant Capital Management
California
$609K
SW
416
SteelPeak Wealth
California
$600K +$77.6K +1,458 +17%
AA
417
Altrafin AG
$594K +$33K +620 +7%
AAS
418
Avantax Advisory Services
Texas
$591K -$31.7K -595 -6%
SPIA
419
Steward Partners Investment Advisory
New York
$587K +$479 +9 +0.1%
SFS
420
Stiles Financial Services
Minnesota
$582K -$106 -2 -0%
OCPWS
421
One Charles Private Wealth Services
Massachusetts
$579K
SBIA
422
Sheaff Brock Investment Advisors
Indiana
$577K +$5.32K +100 +1%
CG
423
Caprock Group
Idaho
$572K +$77.8K +1,462 +18%
BMSSC
424
B. Metzler seel. Sohn & Co
Germany
$569K +$61.4K +1,153 +14%
YMRC
425
Yorktown Management & Research Company
Virginia
$565K