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Trade Desk

769 hedge funds and large institutions have $20.6B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 275 increasing their positions, 258 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+37
Holders Change %
+5.05%
% of All Funds
12.31%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
127
Increased
275
Reduced
258
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Shares
Change %
WIS
476
Wright Investors Service
Connecticut
$364K +$364K +5,977 New
9WM
477
9258 Wealth Management
Ohio
$362K +$85.4K +1,402 +31%
MC
478
Machina Capital
France
$361K +$361K +5,924 New
ACI
479
Alpha Cubed Investments
California
$359K
VFA
480
Valeo Financial Advisors
Indiana
$359K -$18.9K -311 -5%
CB
481
CNB Bank
Pennsylvania
$358K +$548 +9 +0.2%
HWP
482
Highline Wealth Partners
California
$355K -$390K -6,404 -52%
GVAG
483
Great Valley Advisor Group
Delaware
$353K +$6.52K +107 +2%
SFS
484
Sowell Financial Services
Arkansas
$351K -$421K -6,900 -55%
RG
485
Rathbones Group
United Kingdom
$346K -$21.9K -360 -6%
LCM
486
LCM Capital Management
Illinois
$345K
CAI
487
Capital Advisors Inc
Oklahoma
$344K -$914 -15 -0.3%
ESCM
488
Echo Street Capital Management
New York
$338K -$235K -3,852 -41%
BAAM
489
Baker Avenue Asset Management
California
$336K +$336K +5,514 +61,267%
V
490
ViaWealth
Kansas
$333K -$53.3K -875 -14%
MC
491
Moors & Cabot
Massachusetts
$333K +$60.4K +991 +22%
VWA
492
Visionary Wealth Advisors
Illinois
$331K +$4.87K +80 +1%
FMAEN1
493
Fund Management at Engine No 1
California
$329K +$30.5K +501 +10%
TPA
494
Trivium Point Advisory
Connecticut
$329K -$6.09K -100 -2%
PA
495
Parallel Advisors
California
$328K -$2.74K -45 -0.8%
DPI
496
Diversified Portfolios Inc
Michigan
$326K
VanEck Associates
497
VanEck Associates
New York
$325K +$325K +5,339 New
YCM
498
Yousif Capital Management
Michigan
$313K +$12.2K +200 +4%
SIG
499
Sargent Investment Group
Maryland
$312K -$3.63K -60 -1%
EA
500
Emerald Advisers
Pennsylvania
$312K -$3.17K -52 -1%