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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
RWB
476
RMR Wealth Builders
New Jersey
$379K +$331K +6,220 New
DI
477
DDFG Inc
California
$375K +$89.4K +1,679 +37%
HWA
478
HHM Wealth Advisors
Tennessee
$372K
GA
479
Greytown Advisors
Florida
$368K -$4.26K -80 -1%
Fifth Third Bancorp
480
Fifth Third Bancorp
Ohio
$365K +$21.8K +410 +7%
WIS
481
Wright Investors Service
Connecticut
$364K +$318K +5,977 New
9WM
482
9258 Wealth Management
Ohio
$362K +$74.6K +1,402 +31%
MC
483
Machina Capital
France
$361K +$315K +5,924 New
ACI
484
Alpha Cubed Investments
California
$359K
VFA
485
Valeo Financial Advisors
Indiana
$359K -$16.6K -311 -5%
CB
486
CNB Bank
Pennsylvania
$358K +$479 +9 +0.2%
HWP
487
Highline Wealth Partners
California
$355K -$341K -6,404 -52%
GVAG
488
Great Valley Advisor Group
Delaware
$353K +$5.7K +107 +2%
SFS
489
Sowell Financial Services
Arkansas
$351K -$367K -6,900 -55%
RG
490
Rathbones Group
United Kingdom
$346K -$19.2K -360 -6%
LCM
491
LCM Capital Management
Illinois
$345K
CAI
492
Capital Advisors Inc
Oklahoma
$344K -$798 -15 -0.3%
ESCM
493
Echo Street Capital Management
New York
$338K -$205K -3,852 -41%
BAAM
494
Baker Avenue Asset Management
California
$336K +$293K +5,514 +61,267%
V
495
ViaWealth
Kansas
$333K -$46.6K -875 -14%
MC
496
Moors & Cabot
Massachusetts
$333K +$52.7K +991 +22%
VWA
497
Visionary Wealth Advisors
Illinois
$331K +$4.26K +80 +1%
FMAEN1
498
Fund Management at Engine No 1
California
$329K +$26.7K +501 +10%
TPA
499
Trivium Point Advisory
Connecticut
$329K -$5.32K -100 -2%
PA
500
Parallel Advisors
California
$328K -$2.4K -45 -0.8%