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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
BAMCO Inc
26
BAMCO Inc
New York
$112M +$4.79M +89,926 +5%
Mitsubishi UFJ Trust & Banking
27
Mitsubishi UFJ Trust & Banking
Japan
$112M -$4.47M -83,939 -4%
TG
28
TCW Group
California
$111M +$8.16M +153,328 +9%
Amundi
29
Amundi
France
$108M +$58.9M +1,106,084 +151%
Swiss National Bank
30
Swiss National Bank
Switzerland
$108M -$1.99M -37,400 -2%
FAM
31
Fred Alger Management
New York
$108M -$6.46M -121,434 -6%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$98.2M +$41.5M +780,334 +94%
N
33
Nuveen
North Carolina
$97.1M +$7.88M +148,076 +10%
UBS AM
34
UBS AM
Illinois
$96.9M +$4.25M +79,838 +5%
American Century Companies
35
American Century Companies
Missouri
$96.1M +$2.43M +45,676 +3%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$93.7M -$257K -4,820 -0.3%
Charles Schwab
37
Charles Schwab
California
$93.5M +$1.53M +28,705 +2%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$91.8M +$7.17M +134,754 +10%
LWCFA
39
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91.7M -$584K -10,980 -0.7%
WMC
40
Westwood Management Corporation
Illinois
$85.3M -$6.42M -120,673 -8%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$82.2M -$3.59M -67,418 -5%
TAMH
42
Taikang Asset Management (HK)
Hong Kong
$75.7M +$6.28K +118 +0.1%
Wells Fargo
43
Wells Fargo
California
$67.5M +$3.88M +72,954 +7%
FCM
44
Frontier Capital Management
Massachusetts
$63.7M +$11.7M +219,708 +27%
EAM
45
Eventide Asset Management
Massachusetts
$61.2M -$24.5M -460,599 -31%
WJWM
46
Williams Jones Wealth Management
New York
$59.9M -$1.16M -21,787 -2%
Korea Investment Corp
47
Korea Investment Corp
South Korea
$54.7M +$24.9M +468,273 +109%
US Bancorp
48
US Bancorp
Minnesota
$52.8M -$4.11M -77,218 -8%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$50.9M -$1.8M -33,838 -4%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$50.6M -$7.24M -136,008 -14%