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Trade Desk

917 hedge funds and large institutions have $25.7B invested in Trade Desk in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 346 increasing their positions, 301 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+27
Holders Change %
+3.03%
% of All Funds
13.44%
Holding in Top 10
15
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-46.43%
% of All Funds
0.22%
New
140
Increased
346
Reduced
301
Closed
105
Calls
$739M
Puts
$761M
Net Calls
-$22.2M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
401
Savant Capital
Illinois
$1.03M +$37.6K +523 +4%
LNC
402
Lincoln National Corp
Pennsylvania
$1.03M -$17.3K -240 -2%
OIA
403
Optimum Investment Advisors
Illinois
$1.03M
A
404
AustralianSuper
Australia
$1.02M
GWM
405
Geneos Wealth Management
Colorado
$1.01M +$394K +5,474 +64%
KWM
406
Kingsview Wealth Management
Oregon
$1M +$242K +3,367 +32%
FT
407
Fiduciary Trust
Massachusetts
$993K +$10.8K +150 +1%
PFS
408
Prospera Financial Services
Texas
$993K +$22K +306 +2%
VI
409
Versor Investments
New York
$989K +$408K +5,675 +70%
WEG
410
World Equity Group
Illinois
$987K +$222K +3,087 +29%
IMRF
411
Illinois Municipal Retirement Fund
Illinois
$976K
EI
412
Ellevest Inc
New York
$975K +$12K +167 +1%
AFG
413
Albion Financial Group
Utah
$972K -$1.8K -25 -0.2%
Bank of Nova Scotia
414
Bank of Nova Scotia
Ontario, Canada
$963K +$727K +10,104 +308%
AWA
415
Alta Wealth Advisors
Massachusetts
$962K -$221K -3,073 -19%
AIP
416
Ameritas Investment Partners
Nebraska
$946K +$42.5K +590 +5%
FTDI
417
First Trust Direct Indexing
Massachusetts
$925K +$57.4K +797 +7%
VIM
418
Vinva Investment Management
Australia
$915K -$235K -3,199 -20%
LCM
419
Landscape Capital Management
New Jersey
$906K +$906K +12,595 New
Lazard Asset Management
420
Lazard Asset Management
New York
$904K -$267K -3,715 -23%
CNWM
421
Clay Northam Wealth Management
California
$904K +$61.2K +850 +7%
SA
422
Strategic Advocates
Utah
$904K +$96.6K +1,343 +12%
SGAM
423
Smith Group Asset Management
Texas
$895K +$895K +12,440 New
CRWM
424
Castle Rock Wealth Management
California
$864K +$3.19K +47 +0.4%
DA
425
Duality Advisers
Florida
$860K -$368K -5,114 -30%