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Trade Desk
TTD

Overview Fund Activity

890 hedge funds and large institutions have $26B invested in Trade Desk in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 321 increasing their positions, 323 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
890
Holders Change
+37
Holders Change %
+4.34%
% of All Funds
14.19%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.45%
New
122
Increased
321
Reduced
323
Closed
76
Calls
$794M
Puts
$792M
Net Calls
+$1.98M
Net Calls Change
-$33.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$251M
2
EAM
2
Eagle Asset Management
Florida
$99M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$592M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.6B
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$205M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.13B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$700M
3
Goldman Sachs
3
Goldman Sachs
New York
$157M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
426
Simplicity Solutions
Minnesota
$943K -$197K -2,522 -17%
FTDI
427
First Trust Direct Indexing
Massachusetts
$942K -$703 -9 -0.1%
BMSSC
428
B. Metzler seel. Sohn & Co
Germany
$934K +$204K +2,608 +28%
PWM
429
Perigon Wealth Management
California
$933K +$118K +1,515 +15%
QCM
430
Qsemble Capital Management
New York
$930K +$680K +8,700 +272%
Bank Julius Baer & Co
431
Bank Julius Baer & Co
Switzerland
$927K -$193K -2,466 -17%
CF
432
Cantor Fitzgerald
New York
$915K -$165K -2,110 -15%
CNWM
433
Clay Northam Wealth Management
California
$915K -$14.8K -190 -2%
SWS
434
SYSTM Wealth Solutions
Illinois
$915K +$188K +2,408 +26%
DRS
435
Deane Retirement Strategies
Louisiana
$903K +$903K +11,565 New
MYIA
436
Mount Yale Investment Advisors
Colorado
$900K -$172K -2,204 -16%
IMC Chicago
437
IMC Chicago
Illinois
$879K +$879K +11,250 New
SA
438
Strategic Advocates
Utah
$876K +$876K +11,215 New
VFA
439
Values First Advisors
Tennessee
$866K -$253K -3,240 -23%
William Blair & Company
440
William Blair & Company
Illinois
$862K +$187K +2,399 +28%
AT
441
American Trust
Kentucky
$843K -$180K -2,309 -18%
BB
442
Bell Bank
North Dakota
$835K +$835K +10,690 New
WEG
443
World Equity Group
Illinois
$831K -$175K -2,242 -17%
AIMCA
444
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$828K – – –
KWM
445
Kingsview Wealth Management
Oregon
$827K -$80.5K -1,030 -9%
TMAM
446
Tokio Marine Asset Management
Japan
$813K +$72.3K +925 +10%
KeyBank National Association
447
KeyBank National Association
Ohio
$809K +$1.95K +25 +0.2%
RFN
448
Redwood Financial Network
Ohio
$799K – – –
BHCM
449
Brevan Howard Capital Management
Jersey
$799K +$799K +10,219 New
SB
450
Strategic Blueprint
Georgia
$797K -$6.72K -86 -0.8%
16 17
18
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