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Trade Desk

590 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, 185 increasing their positions, 223 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 59

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

18% more capital invested

Capital invested by funds: $13.8B → $16.3B (+$2.54B)

8% more funds holding

Funds holding: 548590 (+42)

2% more call options, than puts

Call options by funds: $1.73B | Put options by funds: $1.71B

17% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 223

73.04% less ownership

Funds ownership: 829.66%756.61% (-73%)

Holders
590
Holders Change
+42
Holders Change %
+7.66%
% 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
0.44%
New
103
Increased
185
Reduced
223
Closed
59
Calls
$1.73B
Puts
$1.71B
Net Calls
+$29.3M
Net Calls Change
+$80.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
451
United Capital Financial Advisors
Texas
$217K -$1.26M -27,530 -87%
ARG
452
Advisory Resource Group
Oklahoma
$216K -$36.1K -790 -16%
NL
453
NVWM LLC
Pennsylvania
$216K +$190K +4,160 New
CI
454
Cigna Investments
Connecticut
$213K +$188K +4,110 New
EWM
455
Executive Wealth Management
Michigan
$211K +$186K +4,070 New
PA
456
Procyon Advisors
Connecticut
$210K +$1.83K +40 +1%
SFA
457
Sequoia Financial Advisors
Ohio
$210K +$185K +4,050 New
SC
458
Scotia Capital
Ontario, Canada
$209K -$130K -2,850 -41%
DWA
459
Douglass Winthrop Advisors
New York
$209K +$184K +4,020 New
CANY
460
Caxton Associates (New York)
New York
$209K +$184K +4,030 New
JSC
461
Jackson Square Capital
California
$208K
AWM
462
Aries Wealth Management
Maine
$208K +$183K +4,000 New
MA
463
MONECO Advisors
Connecticut
$208K +$183K +4,000 New
MIM
464
Montgomery Investment Management
Maryland
$208K +$183K +4,000 New
JC
465
Jacobs & Co
California
$207K +$183K +4,000 New
TAM
466
Tocqueville Asset Management
New York
$205K -$86.8K -1,900 -32%
PA
467
Profund Advisors
Maryland
$205K +$180K +3,950 New
WANY
468
Wealthspire Advisors (New York)
New York
$204K +$180K +3,940 New
SW
469
SteelPeak Wealth
California
$203K +$27.9K +610 +18%
BCM
470
Breiter Capital Management
Florida
$201K +$177K +3,870 New
FC
471
FORA Capital
Florida
$200K -$915K -20,040 -84%
WLPWM
472
Walled Lake Planning & Wealth Management
Illinois
$195K -$34.7K -760 -17%
CFG
473
CKW Financial Group
Hawaii
$189K
CB
474
CNB Bank
Pennsylvania
$179K +$17.8K +390 +13%
IA
475
IFP Advisors
Florida
$176K -$21.5K -470 -12%

TTD Hedge Fund Activity: Q3 2020 in Review

590 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q3 2020, worth a combined $16.3B — up 18% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new TTD positions and 59 closed out — a net gain of 44 holders — while 185 added to existing stakes and 223 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $204M. The largest seller was Harding Loevner, cutting an estimated $276M.

  • 590 institutional investors held Trade Desk (TTD) as of Q3 2020, up from 548 in Q2 2020.
  • Funds reported $16.3B of Trade Desk stock for Q3 2020, up 18% quarter-over-quarter.
  • 103 funds opened new Trade Desk positions in Q3 2020 and 59 closed out, a net change of +44 holders.
  • The largest Trade Desk buyer in Q3 2020 was Morgan Stanley, an estimated $204M added.
  • The largest Trade Desk seller in Q3 2020 was Harding Loevner, an estimated $276M sold.

Based on aggregated 13F filings for Q3 2020.