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Trade Desk

775 hedge funds and large institutions have $20.7B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 279 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 78

37% more capital invested

Capital invested by funds: $15.1B → $20.7B (+$5.58B)

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

5% more funds holding

Funds holding: 737775 (+38)

8% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 259

0.44% more ownership

Funds ownership: 75.4%75.84% (+0.44%)

21% less call options, than puts

Call options by funds: $655M | Put options by funds: $827M

Holders
775
Holders Change
+38
Holders Change %
+5.16%
% of All Funds
12.35%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
128
Increased
279
Reduced
259
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
451
Wealth Management Associates
New Jersey
$457K -$3.99K -75 -1%
OIA
452
OneDigital Investment Advisors
Kansas
$454K +$397K +7,454 New
SLAM
453
Swiss Life Asset Management
$454K +$25.9K +487 +7%
OTL
454
Oak Thistle LLC
New York
$444K +$388K +7,295 New
CL
455
Choreo LLC
Illinois
$443K +$387K +7,278 New
Tudor Investment Corp
456
Tudor Investment Corp
Connecticut
$442K -$8.92M -167,582 -96%
NSAM
457
North Star Asset Management
Wisconsin
$441K -$42.8K -805 -10%
IC
458
IEQ Capital
California
$439K -$315K -5,919 -45%
LIM
459
Loudon Investment Management
New Hampshire
$439K
HCA
460
Harbor Capital Advisors
Illinois
$434K +$380K +7,133 New
AC
461
ASB Consultores
Florida
$428K +$63.5K +1,193 +20%
CIBC Private Wealth Group
462
CIBC Private Wealth Group
Georgia
$421K +$368K +6,907 New
Nomura Holdings
463
Nomura Holdings
Japan
$419K +$366K +6,885 New
WEG
464
World Equity Group
Illinois
$419K -$295K -5,542 -41%
EFG
465
Everhart Financial Group
Ohio
$415K -$665K -12,499 -65%
Empower Advisory Group
466
Empower Advisory Group
Colorado
$414K +$365K +6,855 New
AS
467
AM Squared
Hong Kong
$414K -$261K -4,900 -42%
JSC
468
Jackson Square Capital
California
$414K
FCBT
469
First Citizens Bank & Trust
North Carolina
$414K +$8.36K +157 +2%
HFS
470
Hantz Financial Services
Michigan
$413K +$311K +5,850 +629%
SWM
471
SeaCrest Wealth Management
New York
$412K +$8.57K +161 +2%
PTC
472
Private Trust Company
Ohio
$406K +$352K +6,608 +11,013%
AIG
473
American International Group
New York
$398K -$10.2K -192 -3%
JFG
474
Jefferies Financial Group
New York
$397K +$347K +6,516 New
CPIG
475
Chicago Partners Investment Group
Illinois
$391K -$1.44K -27 -0.4%