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Trade Desk

741 hedge funds and large institutions have $19.2B invested in Trade Desk in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 292 increasing their positions, 256 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-18
Holders Change %
-2.37%
% of All Funds
13.05%
Holding in Top 10
16
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-50%
% of All Funds
0.28%
New
99
Increased
292
Reduced
256
Closed
108
Calls
$1.6B
Puts
$1.68B
Net Calls
-$80.3M
Net Calls Change
+$286M
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
451
Financial Advocates Investment Management
Washington
$407K -$185K -2,830 -31%
SIAP
452
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$407K
CG
453
Caprock Group
Idaho
$404K -$11.7K -180 -3%
Axa
454
Axa
France
$401K -$9.11K -140 -2%
BWP
455
Baldwin Wealth Partners
Massachusetts
$400K +$74.3K +1,140 +23%
SC
456
Sepio Capital
Utah
$398K +$78.8K +1,210 +25%
QP
457
Quilter Plc
United Kingdom
$393K -$170K -2,620 -30%
HWA
458
HHM Wealth Advisors
Tennessee
$392K -$32.6K -500 -8%
GA
459
Greytown Advisors
Florida
$392K +$60K +920 +18%
CP
460
Camelot Portfolios
Ohio
$391K -$19.6K -300 -5%
VHAM
461
Van Hulzen Asset Management
California
$391K -$6.52K -100 -2%
LIM
462
Loudon Investment Management
New Hampshire
$391K
LS
463
Livforsakringsbolaget Skandia
Sweden
$391K
NL
464
NKCFO LLC
Illinois
$391K +$391K +6,000 New
EWA
465
Exencial Wealth Advisors
Oklahoma
$390K +$390K +5,980 New
SFP
466
Sandbox Financial Partners
Maryland
$389K +$6.7K +100 +2%
CAN
467
Claraphi Advisory Network
United States
$375K -$5.22K -80 -1%
SWP
468
Stratos Wealth Partners
Ohio
$373K -$177K -2,720 -32%
VWA
469
Visionary Wealth Advisors
Illinois
$373K +$13.7K +210 +4%
AC
470
Avestar Capital
New York
$373K +$373K +5,000 New
LCM
471
LCM Capital Management
Illinois
$368K
WANY
472
Wealthspire Advisors (New York)
New York
$362K +$96.5K +1,480 +36%
S
473
SignatureFD
Georgia
$358K +$117K +1,800 +49%
AAS
474
Avantax Advisory Services
Texas
$357K +$60.2K +920 +20%
CHA
475
Carmichael Hill & Associates
Maryland
$355K