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Trade Desk

545 hedge funds and large institutions have $13.8B invested in Trade Desk in 2020 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 179 increasing their positions, 140 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+116
Holders Change %
+27.04%
% of All Funds
11.2%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.35%
New
178
Increased
179
Reduced
140
Closed
61
Calls
$1.56B
Puts
$1.61B
Net Calls
-$51.5M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
426
Laidlaw Wealth Management
New York
$222K +$222K +5,450 New
BWFA
427
Baltimore-Washington Financial Advisors
Maryland
$215K +$215K +5,300 New
CNB
428
Camden National Bank
Maine
$215K +$215K +5,300 New
CG
429
Caprock Group
Idaho
$214K +$214K +5,270 New
FAB
430
First American Bank
Illinois
$211K +$211K +5,190 New
GT
431
Glenmede Trust
Pennsylvania
$208K -$240K -5,920 -54%
FAIM
432
Financial Advocates Investment Management
Washington
$207K +$207K +5,090 New
BWP
433
Baldwin Wealth Partners
Massachusetts
$203K +$40.6K +1,000 +25%
BFO
434
Boston Family Office
Massachusetts
$203K +$203K +5,000 New
CCP
435
Cardan Capital Partners
Colorado
$203K +$203K +5,000 New
CWM
436
Concentrum Wealth Management
California
$203K +$203K +5,000 New
AIM
437
Axiom Investment Management
New York
$201K +$201K +4,950 New
ARG
438
Advisory Resource Group
Oklahoma
$201K +$201K +4,950 New
DILIC
439
Dai-ichi Life Insurance Company
Japan
$200K +$200K +4,930 New
WLPWM
440
Walled Lake Planning & Wealth Management
Illinois
$184K
JSC
441
Jackson Square Capital
California
$163K
Northwestern Mutual Wealth Management
442
Northwestern Mutual Wealth Management
Wisconsin
$163K +$8.92K +220 +6%
BAM
443
Belpointe Asset Management
Nevada
$163K +$163K +4,000 New
PA
444
Procyon Advisors
Connecticut
$163K +$163K +4,010 New
IA
445
IFP Advisors
Florida
$153K -$31.6K -780 -17%
SFS
446
Sowell Financial Services
Arkansas
$153K +$82.8K +2,040 +118%
TC
447
Truvestments Capital
Florida
$149K +$95.4K +2,350 +178%
CFG
448
CKW Financial Group
Hawaii
$146K
SG Americas Securities
449
SG Americas Securities
New York
$141K +$141K +3,480 New
SW
450
SteelPeak Wealth
California
$134K +$134K +3,300 New