TTD icon

Trade Desk

769 hedge funds and large institutions have $20.6B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 275 increasing their positions, 258 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+37
Holders Change %
+5.05%
% of All Funds
12.31%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
127
Increased
275
Reduced
258
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Shares
Change %
FTDI
426
First Trust Direct Indexing
Massachusetts
$551K +$38.1K +625 +7%
FWP
427
FAS Wealth Partners
Kansas
$551K +$7.92K +130 +1%
GHA
428
Granite Harbor Advisors
Texas
$548K
RWMG
429
Redwood Wealth Management Group
New Jersey
$548K -$15.2K -250 -3%
MHS
430
M Holdings Securities
Oregon
$541K +$49.7K +817 +10%
TFS
431
Thoroughbred Financial Services
Tennessee
$539K +$53.9K +885 +11%
PCM
432
Penserra Capital Management
California
$536K +$397K +6,549 +286%
RA
433
RFG Advisory
Alabama
$533K +$117K +1,929 +28%
SF
434
Synovus Financial
Georgia
$533K -$4.2K -69 -0.8%
CAG
435
Csenge Advisory Group
Florida
$530K -$46.8K -769 -8%
Acadian Asset Management
436
Acadian Asset Management
Massachusetts
$509K +$217K +3,581 +74%
S
437
SignatureFD
Georgia
$509K +$21.5K +353 +4%
GLA
438
Great Lakes Advisors
Illinois
$502K -$271K -4,457 -35%
CIBC World Market
439
CIBC World Market
Ontario, Canada
$489K +$40.3K +663 +9%
ECM
440
EMC Capital Management
Texas
$477K +$417K +7,000 +700%
William Blair & Company
441
William Blair & Company
Illinois
$476K +$2.5K +41 +0.5%
SFA
442
Sequoia Financial Advisors
Ohio
$473K -$486K -7,972 -51%
EF
443
Empowered Funds
Pennsylvania
$469K +$469K +7,700 New
BL
444
Balentine LLC
Georgia
$460K +$12.9K +212 +3%
LCM
445
Lattice Capital Management
Washington
$457K
SPM
446
Symmetry Peak Management
Pennsylvania
$457K +$457K +7,500 New
WMA
447
Wealth Management Associates
New Jersey
$457K -$4.57K -75 -1%
OIA
448
OneDigital Investment Advisors
Kansas
$454K +$454K +7,454 New
OTL
449
Oak Thistle LLC
New York
$444K +$444K +7,295 New
CL
450
Choreo LLC
Illinois
$443K +$443K +7,278 New