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Trade Desk

548 hedge funds and large institutions have $13.8B invested in Trade Desk in 2020 Q2 according to their latest regulatory filings, with 180 funds opening new positions, 179 increasing their positions, 141 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 61

122% more capital invested

Capital invested by funds: $6.2B → $13.8B (+$7.58B)

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

27% more funds holding

Funds holding: 430548 (+118)

27% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 141

26.31% more ownership

Funds ownership: 803.35%829.66% (+26%)

3% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.61B

Holders
548
Holders Change
+118
Holders Change %
+27.44%
% of All Funds
11.24%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.35%
New
180
Increased
179
Reduced
141
Closed
61
Calls
$1.56B
Puts
$1.61B
Net Calls
-$51.5M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
426
Fifth Third Bancorp
Ohio
$224K
ALAM
427
Asahi Life Asset Management
Japan
$224K +$166K +5,500 New
MYAM
428
Meiji Yasuda Asset Management
Japan
$224K +$166K +5,500 New
LWM
429
Laidlaw Wealth Management
New York
$222K +$164K +5,450 New
BWFA
430
Baltimore-Washington Financial Advisors
Maryland
$215K +$160K +5,300 New
CNB
431
Camden National Bank
Maine
$215K +$160K +5,300 New
CG
432
Caprock Group
Idaho
$214K +$159K +5,270 New
FAB
433
First American Bank
Illinois
$211K +$156K +5,190 New
GT
434
Glenmede Trust
Pennsylvania
$208K -$178K -5,920 -54%
FAIM
435
Financial Advocates Investment Management
Washington
$207K +$153K +5,090 New
BWP
436
Baldwin Wealth Partners
Massachusetts
$203K +$30.1K +1,000 +25%
BFO
437
Boston Family Office
Massachusetts
$203K +$151K +5,000 New
CCP
438
Cardan Capital Partners
Colorado
$203K +$151K +5,000 New
CWM
439
Concentrum Wealth Management
California
$203K +$151K +5,000 New
ARG
440
Advisory Resource Group
Oklahoma
$201K +$149K +4,950 New
AIM
441
Axiom Investment Management
New York
$201K +$149K +4,950 New
DILIC
442
Dai-ichi Life Insurance Company
Japan
$200K +$149K +4,930 New
WLPWM
443
Walled Lake Planning & Wealth Management
Illinois
$184K
JSC
444
Jackson Square Capital
California
$163K
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$163K +$6.63K +220 +6%
BAM
446
Belpointe Asset Management
Nevada
$163K +$121K +4,000 New
PA
447
Procyon Advisors
Connecticut
$163K +$121K +4,010 New
IA
448
IFP Advisors
Florida
$153K -$23.5K -780 -17%
SFS
449
Sowell Financial Services
Arkansas
$153K +$61.5K +2,040 +118%
TC
450
Truvestments Capital
Florida
$149K +$70.8K +2,350 +178%