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Trade Desk

775 hedge funds and large institutions have $20.7B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 279 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 78

37% more capital invested

Capital invested by funds: $15.1B → $20.7B (+$5.58B)

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

5% more funds holding

Funds holding: 737775 (+38)

8% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 259

0.44% more ownership

Funds ownership: 75.4%75.84% (+0.44%)

21% less call options, than puts

Call options by funds: $655M | Put options by funds: $827M

Holders
775
Holders Change
+38
Holders Change %
+5.16%
% of All Funds
12.35%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
128
Increased
279
Reduced
259
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Perigon Wealth Management
California
$562K +$227K +4,260 +86%
TMAM
427
Tokio Marine Asset Management
Japan
$561K +$43.9K +824 +10%
LA
428
LBP AM
France
$554K -$33.7K -633 -7%
C
429
Certuity
Florida
$552K +$532 +10 +0.1%
FTDI
430
First Trust Direct Indexing
Massachusetts
$551K +$33.3K +625 +7%
FWP
431
FAS Wealth Partners
Kansas
$551K +$6.92K +130 +1%
GHA
432
Granite Harbor Advisors
Texas
$548K
RWMG
433
Redwood Wealth Management Group
New Jersey
$548K -$13.3K -250 -3%
MHS
434
M Holdings Securities
Oregon
$541K +$43.5K +817 +10%
TFS
435
Thoroughbred Financial Services
Tennessee
$539K +$47.1K +885 +11%
PCM
436
Penserra Capital Management
California
$536K +$349K +6,549 +286%
RA
437
RFG Advisory
Alabama
$533K +$103K +1,929 +28%
SF
438
Synovus Financial
Georgia
$533K -$3.67K -69 -0.8%
CAG
439
Csenge Advisory Group
Florida
$530K -$40.9K -769 -8%
Acadian Asset Management
440
Acadian Asset Management
Massachusetts
$509K +$191K +3,581 +74%
S
441
SignatureFD
Georgia
$509K +$18.8K +353 +4%
GLA
442
Great Lakes Advisors
Illinois
$502K -$237K -4,457 -35%
CIBC World Market
443
CIBC World Market
Ontario, Canada
$489K +$35.3K +663 +9%
ECM
444
EMC Capital Management
Texas
$477K +$373K +7,000 +700%
William Blair & Company
445
William Blair & Company
Illinois
$476K +$2.18K +41 +0.5%
SFA
446
Sequoia Financial Advisors
Ohio
$473K -$424K -7,972 -51%
EF
447
Empowered Funds
Pennsylvania
$469K +$410K +7,700 New
BL
448
Balentine LLC
Georgia
$460K +$11.3K +212 +3%
LCM
449
Lattice Capital Management
Washington
$457K
SPM
450
Symmetry Peak Management
Pennsylvania
$457K +$399K +7,500 New