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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
CFG
451
CKW Financial Group
Hawaii
$146K
SG Americas Securities
452
SG Americas Securities
New York
$141K +$105K +3,480 New
SW
453
SteelPeak Wealth
California
$134K +$99.5K +3,300 New
VFA
454
Valeo Financial Advisors
Indiana
$132K +$19K +630 +24%
OPS
455
Orion Portfolio Solutions
Nebraska
$130K +$13.3K +440 +16%
CB
456
CNB Bank
Pennsylvania
$124K -$4.22K -140 -4%
KTC
457
Kistler-Tiffany Companies
Pennsylvania
$123K +$3.92K +130 +4%
IFAM
458
Institutional & Family Asset Management
Colorado
$97K +$44.6K +1,480 +164%
S
459
SignatureFD
Georgia
$80K +$29.5K +980 +99%
PA
460
Parallel Advisors
California
$78K +$38.9K +1,290 +198%
MF
461
Manchester Financial
California
$75K
GWMIA
462
Global Wealth Management Investment Advisory
Florida
$74K +$12.4K +410 +29%
HNB
463
Huntington National Bank
Ohio
$69K +$40.1K +1,330 +359%
WAM
464
Wolverine Asset Management
Illinois
$69K +$51.5K +1,710 New
BDWM
465
Brewin Dolphin Wealth Management
Ireland
$57.7K +$15.1K +500 +54%
CAPTRUST Financial Advisors
466
CAPTRUST Financial Advisors
North Carolina
$54K +$37.7K +1,250 New
QCG
467
Quadrant Capital Group
Ohio
$53K -$18.1K -600 -31%
LF
468
Lee Financial
Texas
$51K +$37.7K +1,250 New
MWA
469
MFA Wealth Advisors
Pennsylvania
$50.8K +$37.7K +1,250 New
LOIM
470
Liberty One Investment Management
Illinois
$50K +$37.4K +1,240 New
SPIA
471
Steward Partners Investment Advisory
New York
$48K +$18.4K +610 +107%
FHA
472
First Horizon Advisors
Tennessee
$47K -$4.22K -140 -11%
EWP
473
Engrave Wealth Partners
Texas
$46K +$19.6K +650 +130%
PAM
474
Panagora Asset Management
Massachusetts
$45K +$23.8K +790 +255%
JCM
475
Jacobi Capital Management
Pennsylvania
$41K -$7.24K -240 -19%