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Trade Desk

925 hedge funds and large institutions have $25.7B invested in Trade Desk in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 351 increasing their positions, 301 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 105

17% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 301

5.74% more ownership

Funds ownership: 74.39%80.14% (+5.7%)

3% more funds holding

Funds holding: 896925 (+29)

1% less capital invested

Capital invested by funds: $26B → $25.7B (-$262M)

3% less call options, than puts

Call options by funds: $739M | Put options by funds: $761M

46% less funds holding in top 10

Funds holding in top 10: 2815 (-13)

Holders
925
Holders Change
+29
Holders Change %
+3.24%
% of All Funds
13.49%
Holding in Top 10
15
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-46.43%
% of All Funds
0.22%
New
142
Increased
351
Reduced
301
Closed
105
Calls
$739M
Puts
$761M
Net Calls
-$22.2M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
401
NEOS Investment Management
Connecticut
$1.06M -$41.1K -559 -4%
IAS
402
Insigneo Advisory Services
Florida
$1.06M -$141K -1,922 -12%
MFAM
403
Motley Fool Asset Management
Virginia
$1.05M +$61.9K +843 +6%
RJT
404
Raymond James Trust
Florida
$1.04M +$718K +9,767 +207%
SC
405
Savant Capital
Illinois
$1.03M +$38.4K +523 +4%
LNC
406
Lincoln National Corp
Pennsylvania
$1.03M -$17.6K -240 -2%
OIA
407
Optimum Investment Advisors
Illinois
$1.03M
A
408
AustralianSuper
Australia
$1.02M
GWM
409
Geneos Wealth Management
Colorado
$1.01M +$402K +5,474 +64%
KWM
410
Kingsview Wealth Management
Oregon
$1M +$247K +3,367 +32%
FT
411
Fiduciary Trust
Massachusetts
$993K +$11K +150 +1%
PFS
412
Prospera Financial Services
Texas
$993K +$22.5K +306 +2%
VI
413
Versor Investments
New York
$989K +$417K +5,675 +70%
WEG
414
World Equity Group
Illinois
$987K +$227K +3,087 +29%
IMRF
415
Illinois Municipal Retirement Fund
Illinois
$976K
EI
416
Ellevest Inc
New York
$975K +$12.3K +167 +1%
AFG
417
Albion Financial Group
Utah
$972K -$1.84K -25 -0.2%
Bank of Nova Scotia
418
Bank of Nova Scotia
Ontario, Canada
$963K +$742K +10,104 +308%
AWA
419
Alta Wealth Advisors
Massachusetts
$962K -$226K -3,073 -19%
AIP
420
Ameritas Investment Partners
Nebraska
$946K +$43.3K +590 +5%
FTDI
421
First Trust Direct Indexing
Massachusetts
$925K +$58.6K +797 +7%
VIM
422
Vinva Investment Management
Australia
$915K -$235K -3,199 -20%
LCM
423
Landscape Capital Management
New Jersey
$906K +$925K +12,595 New
Lazard Asset Management
424
Lazard Asset Management
New York
$904K -$273K -3,715 -23%
CNWM
425
Clay Northam Wealth Management
California
$904K +$62.4K +850 +7%

TTD Hedge Fund Activity: Q4 2023 in Review

925 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q4 2023, worth a combined $25.7B — down 1% from $26B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new TTD positions and 105 closed out — a net gain of 37 holders — while 351 added to existing stakes and 301 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.37B. The largest seller was Baillie Gifford & Co, cutting an estimated $273M.

  • 925 institutional investors held Trade Desk (TTD) as of Q4 2023, up from 896 in Q3 2023.
  • Funds reported $25.7B of Trade Desk stock for Q4 2023, down 1% quarter-over-quarter.
  • 142 funds opened new Trade Desk positions in Q4 2023 and 105 closed out, a net change of +37 holders.
  • The largest Trade Desk buyer in Q4 2023 was Morgan Stanley, an estimated $1.37B added.
  • The largest Trade Desk seller in Q4 2023 was Baillie Gifford & Co, an estimated $273M sold.

Based on aggregated 13F filings for Q4 2023.