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Trade Desk

175 hedge funds and large institutions have $1.39B invested in Trade Desk in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

93.62% more ownership

Funds ownership: 932.75%1,026.37% (+94%)

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

9% more funds holding

Funds holding: 161175 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less call options, than puts

Call options by funds: $41M | Put options by funds: $42.1M

16% less capital invested

Capital invested by funds: $1.65B → $1.39B (-$260M)

Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
54
Increased
60
Reduced
43
Closed
39
Calls
$41M
Puts
$42.1M
Net Calls
-$1.13M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$9.13M +$6.3M +1,140,210 +133%
GAM
27
Gotham Asset Management
New York
$8.96M -$1.55M -280,810 -13%
FA
28
Friess Associates
Delaware
$8.89M -$4.76M -862,160 -31%
GIM
29
Granahan Investment Management
Massachusetts
$8.79M +$10.6M +1,922,140 New
Geode Capital Management
30
Geode Capital Management
Massachusetts
$8.69M +$139K +25,210 +1%
Goldman Sachs
31
Goldman Sachs
New York
$6.61M +$1.6M +289,990 +25%
PC
32
Pier Capital
Connecticut
$5.97M +$1.41M +255,910 +24%
JFG
33
Jefferies Financial Group
New York
$5.8M +$5.35M +969,000 +323%
Invesco
34
Invesco
Georgia
$5.77M +$2.26M +408,440 +48%
Wells Fargo
35
Wells Fargo
California
$5.07M +$2.13M +385,740 +53%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$5.03M +$188K +34,020 +3%
Charles Schwab
37
Charles Schwab
California
$4.64M +$301K +54,600 +6%
MFIMFI
38
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.54M +$5.48M +993,250 New
TCIM
39
TIAA CREF Investment Management
New York
$4.45M -$2.44M -442,290 -31%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$3.95M -$1.25M -226,530 -21%
LCM
41
Lucha Capital Management
California
$3.91M +$4.72M +854,370 New
Citadel Advisors
42
Citadel Advisors
Florida
$3.84M +$2.02M +365,910 +77%
TCM
43
Tygh Capital Management
Oregon
$3.65M +$502K +90,920 +13%
ZCI
44
Zevenbergen Capital Investments
Washington
$3.57M +$1.54M +278,850 +56%
Luther King Capital Management (LKCM)
45
Luther King Capital Management (LKCM)
Texas
$3.32M -$4.4M -796,050 -52%
NIM
46
Needham Investment Management
New York
$3.14M -$55.2K -10,000 -1%
Barclays
47
Barclays
United Kingdom
$2.96M -$289K -52,270 -7%
QCMNJ
48
Quantum Capital Management (New Jersey)
New Jersey
$2.93M -$561K -101,520 -14%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$2.89M +$3.21M +581,750 +1,158%
CPIM
50
Columbia Partners Investment Management
Virginia
$2.76M +$521K +94,290 +19%