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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 %
IFWM
451
Institute for Wealth Management
Colorado
$797K -$2.35K -30 -0.3%
G
452
GenTrust
Florida
$792K – – –
JFG
453
Jefferies Financial Group
New York
$791K -$1.9M -24,262 -71%
Vontobel Holding
454
Vontobel Holding
Switzerland
$789K -$491K -6,285 -38%
HPC
455
HM Payson & Co
Maine
$787K – – –
PCIA
456
Prime Capital Investment Advisors
Kansas
$785K -$490K -6,271 -38%
MOS
457
MGO One Seven
Ohio
$782K +$449K +5,746 +135%
HSA
458
HBK Sorce Advisory
Pennsylvania
$778K -$171K -2,191 -18%
HTC
459
Haverford Trust Company
Pennsylvania
$776K -$25.5K -326 -3%
QCM
460
Quantinno Capital Management
New York
$774K +$351K +4,493 +83%
HIS
461
Harvest Investment Services
Illinois
$774K +$774K +9,900 New
CFGS
462
Concourse Financial Group Securities
Alabama
$771K -$66.1K -846 -8%
PA
463
Procyon Advisors
Connecticut
$761K +$82.1K +1,051 +12%
RHJA
464
Rice Hall James & Associates
California
$759K -$588K -7,530 -44%
EF
465
Empowered Funds
Pennsylvania
$759K +$76.6K +980 +11%
OIA
466
OneDigital Investment Advisors
Kansas
$754K +$7.27K +93 +1%
XT
467
XTX Topco
Cayman Islands
$752K +$163K +2,091 +28%
SFS
468
Stiles Financial Services
Minnesota
$747K – – –
WBC
469
Westpac Banking Corp
Australia
$743K -$172K -2,200 -19%
AGWCA
470
Annis Gardner Whiting Capital Advisors
Florida
$743K +$743K +9,505 New
GA
471
GraniteShares Advisors
New York
$739K +$739K +9,453 New
VI
472
Vestcor Inc
New Brunswick, Canada
$736K -$82.5K -1,056 -10%
ARG
473
Advisory Resource Group
Oklahoma
$733K -$62.7K -802 -8%
Brown Advisory
474
Brown Advisory
Maryland
$732K -$6.34M -81,152 -90%
VWA
475
Visionary Wealth Advisors
Illinois
$731K +$318K +4,070 +77%
17 18
19
20 21