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Trade Desk

588 hedge funds and large institutions have $16.3B invested in Trade Desk in 2020 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 184 increasing their positions, 222 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+43
Holders Change %
+7.89%
% of All Funds
11.9%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.45%
New
103
Increased
184
Reduced
222
Closed
58
Calls
$1.73B
Puts
$1.71B
Net Calls
+$29.3M
Net Calls Change
+$80.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
426
Madison Wealth Management
Ohio
$259K +$259K +5,000 New
GA
427
Greytown Advisors
Florida
$254K +$254K +4,890 New
GT
428
Glenmede Trust
Pennsylvania
$251K -$14.5K -280 -5%
VFA
429
Voya Financial Advisors
Connecticut
$249K +$249K +4,990 New
Thrivent Financial for Lutherans
430
Thrivent Financial for Lutherans
Minnesota
$246K
HTC
431
Haverford Trust Company
Pennsylvania
$244K +$244K +4,700 New
SFS
432
Sowell Financial Services
Arkansas
$243K +$47.3K +910 +24%
9WM
433
9258 Wealth Management
Ohio
$241K +$241K +4,250 New
IMRF
434
Illinois Municipal Retirement Fund
Illinois
$241K +$241K +4,640 New
MWM
435
Mattern Wealth Management
Kansas
$239K +$239K +4,610 New
LCM
436
Laurion Capital Management
New York
$238K -$3.52M -67,830 -94%
DILIC
437
Dai-ichi Life Insurance Company
Japan
$237K -$18.7K -360 -7%
SW
438
StrongBox Wealth
Missouri
$237K +$237K +4,570 New
LI
439
LVZ Inc
Michigan
$233K +$233K +4,500 New
PFS
440
Prospera Financial Services
Texas
$231K -$821K -15,810 -78%
LWM
441
Laidlaw Wealth Management
New York
$231K -$51.9K -1,000 -18%
ACM
442
AKRE Capital Management
Virginia
$231K +$231K +4,450 New
FHC
443
First Heartland Consultants
Missouri
$227K +$227K +4,370 New
WAM
444
Wealthspire Advisors (Maryland)
Maryland
$227K +$227K +4,380 New
SC
445
Slow Capital
California
$224K +$224K +4,320 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
446
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$222K -$101K -1,950 -31%
PWM
447
PRW Wealth Management
Massachusetts
$220K -$90.6K -1,750 -29%
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$219K +$10.4K +200 +5%
UCFA
449
United Capital Financial Advisors
Texas
$217K -$1.43M -27,530 -87%
ARG
450
Advisory Resource Group
Oklahoma
$216K -$41K -790 -16%