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Trade Desk

917 hedge funds and large institutions have $25.7B invested in Trade Desk in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 346 increasing their positions, 301 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+27
Holders Change %
+3.03%
% of All Funds
13.44%
Holding in Top 10
15
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-46.43%
% of All Funds
0.22%
New
140
Increased
346
Reduced
301
Closed
105
Calls
$739M
Puts
$761M
Net Calls
-$22.2M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
476
Sigma Planning Corp
Michigan
$634K -$926K -12,865 -59%
SIG
477
Sargent Investment Group
Maryland
$633K +$53.3K +740 +9%
AT
478
American Trust
Kentucky
$630K -$146K -2,034 -19%
Lido Advisors
479
Lido Advisors
California
$625K +$39.2K +545 +7%
PCMU
480
Paragon Capital Management (Utah)
Utah
$618K +$102K +1,419 +20%
SB
481
Strategic Blueprint
Georgia
$616K -$118K -1,643 -16%
SFA
482
Sequoia Financial Advisors
Ohio
$614K +$42K +583 +7%
SAM
483
Shell Asset Management
Netherlands
$604K -$6.55K -91 -1%
HAG
484
HighPoint Advisor Group
Illinois
$604K +$604K +6,902 New
FWP
485
FAS Wealth Partners
Kansas
$600K -$26.2K -364 -4%
RA
486
RFG Advisory
Alabama
$593K -$68.9K -957 -10%
GSEP
487
Golden State Equity Partners
California
$581K -$17.9K -249 -3%
BL
488
Balentine LLC
Georgia
$578K -$24K -334 -4%
SGA
489
Seaport Global Advisors
Massachusetts
$577K +$407K +5,657 +240%
SG Americas Securities
490
SG Americas Securities
New York
$576K -$3.3M -45,825 -85%
DAS
491
Dynamic Advisor Solutions
Arizona
$574K +$55.7K +824 +11%
VEA
492
Virtus ETF Advisers
New York
$571K -$67.6K -939 -11%
PWM
493
Perigon Wealth Management
California
$568K -$291K -4,041 -34%
CIBC World Market
494
CIBC World Market
Ontario, Canada
$568K +$199K +2,758 +54%
CG
495
Caprock Group
Idaho
$564K +$16.9K +235 +3%
PCMH
496
Polymer Capital Management (HK)
Hong Kong
$561K +$561K +7,800 New
PA
497
Procyon Advisors
Connecticut
$561K -$140K -1,944 -20%
CAG
498
Csenge Advisory Group
Florida
$556K +$57.9K +805 +12%
WMA
499
Wealth Management Associates
New Jersey
$551K -$3.67K -51 -0.7%
SM
500
STF Management
Texas
$550K +$31.1K +432 +6%