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Trade Desk

917 hedge funds and large institutions have $25.7B invested in Trade Desk in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 346 increasing their positions, 301 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+27
Holders Change %
+3.03%
% of All Funds
13.44%
Holding in Top 10
15
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-46.43%
% of All Funds
0.22%
New
140
Increased
346
Reduced
301
Closed
105
Calls
$739M
Puts
$761M
Net Calls
-$22.2M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AGWCA
451
Annis Gardner Whiting Capital Advisors
Florida
$737K +$53.2K +740 +8%
RFN
452
Redwood Financial Network
Ohio
$736K
TFS
453
Thoroughbred Financial Services
Tennessee
$735K -$166K -2,307 -18%
IC
454
IEQ Capital
California
$733K +$63.3K +879 +9%
IFWM
455
Institute for Wealth Management
Colorado
$731K -$2.3K -32 -0.3%
KeyBank National Association
456
KeyBank National Association
Ohio
$731K -$14.1K -196 -2%
HPC
457
HM Payson & Co
Maine
$724K
IIA
458
IPG Investment Advisors
California
$723K +$723K +10,050 New
Vontobel Holding
459
Vontobel Holding
Switzerland
$719K -$7.41K -103 -1%
BB
460
Bell Bank
North Dakota
$705K -$63.8K -887 -8%
HFS
461
Hantz Financial Services
Michigan
$703K +$57.3K +797 +9%
William Blair & Company
462
William Blair & Company
Illinois
$693K -$101K -1,400 -13%
LFAS
463
Level Four Advisory Services
Texas
$683K +$98.2K +1,365 +17%
WFC
464
Western Financial Corp
California
$678K +$95K +1,320 +16%
C
465
Certuity
Florida
$676K +$18.6K +259 +3%
VI
466
Vestcor Inc
New Brunswick, Canada
$671K -$6.76K -94 -1%
SBIA
467
Sheaff Brock Investment Advisors
Indiana
$669K +$10.8K +150 +2%
SP
468
Stablepoint Partners
Massachusetts
$659K +$659K +9,151 New
SFS
469
Stiles Financial Services
Minnesota
$654K -$34.2K -475 -5%
S
470
SignatureFD
Georgia
$651K -$20.9K -290 -3%
HSA
471
HBK Sorce Advisory
Pennsylvania
$648K -$68.1K -946 -10%
LIP
472
Liontrust Investment Partners
United Kingdom
$648K -$648K -9,000 -50%
G
473
GenTrust
Florida
$640K -$89.2K -1,240 -12%
PC
474
Pier Capital
Connecticut
$639K +$35.5K +494 +6%
GA
475
GraniteShares Advisors
New York
$634K -$46.2K -642 -7%