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Trade Desk
TTD

Overview Fund Activity

890 hedge funds and large institutions have $26B invested in Trade Desk in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 321 increasing their positions, 323 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
890
Holders Change
+37
Holders Change %
+4.34%
% of All Funds
14.19%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.45%
New
122
Increased
321
Reduced
323
Closed
76
Calls
$794M
Puts
$792M
Net Calls
+$1.98M
Net Calls Change
-$33.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$251M
2
EAM
2
Eagle Asset Management
Florida
$99M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$592M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.6B
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$205M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.13B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$700M
3
Goldman Sachs
3
Goldman Sachs
New York
$157M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
476
SignatureFD
Georgia
$729K +$66.7K +854 +10%
IC
477
IEQ Capital
California
$727K +$63.8K +817 +10%
RA
478
RFG Advisory
Alabama
$719K +$188K +2,404 +35%
SBIA
479
Sheaff Brock Investment Advisors
Indiana
$714K +$28.9K +370 +4%
C
480
Certuity
Florida
$714K -$3.08M -39,460 -81%
HFS
481
Hantz Financial Services
Michigan
$701K +$72.5K +928 +12%
VEA
482
Virtus ETF Advisers
New York
$694K -$278K -3,554 -29%
FWP
483
FAS Wealth Partners
Kansas
$680K -$5.08K -65 -0.7%
GWM
484
Geneos Wealth Management
Colorado
$667K +$271K +3,473 +69%
AC
485
AXQ Capital
New Jersey
$664K +$664K +8,500 New
SAM
486
Shell Asset Management
Netherlands
$663K -$13.4K -171 -2%
YIH
487
Y-Intercept (HK)
Hong Kong
$660K -$1.9M -24,283 -74%
SRAM
488
Spouting Rock Asset Management
Pennsylvania
$657K -$536K -6,856 -45%
RWMG
489
Redwood Wealth Management Group
New Jersey
$656K -$44.2K -565 -6%
PC
490
Pier Capital
Connecticut
$655K -$13.8K -176 -2%
BL
491
Balentine LLC
Georgia
$654K +$7.42K +95 +1%
GSEP
492
Golden State Equity Partners
California
$650K -$37K -474 -5%
SW
493
SteelPeak Wealth
California
$648K -$237K -3,035 -27%
MGP
494
Metis Global Partners
California
$646K -$157K -2,014 -20%
OCPWS
495
One Charles Private Wealth Services
Massachusetts
$643K -$99.6K -1,275 -13%
SF
496
Synovus Financial
Georgia
$641K +$6.64K +85 +1%
Lido Advisors
497
Lido Advisors
California
$636K +$152K +1,945 +31%
LFAS
498
Level Four Advisory Services
Texas
$635K +$75K +960 +13%
WFC
499
Western Financial Corp
California
$633K -$110K -1,410 -15%
BCV
500
Banque Cantonale Vaudoise
Switzerland
$632K +$212K +2,717 +51%
18 19
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