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Trade Desk

751 hedge funds and large institutions have $20.3B invested in Trade Desk in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 291 increasing their positions, 232 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+8
Holders Change %
+1.08%
% of All Funds
13.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.3%
New
98
Increased
291
Reduced
232
Closed
80
Calls
$1.39B
Puts
$1.38B
Net Calls
+$10.1M
Net Calls Change
-$262M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
501
Mutual Advisors
Nebraska
$317K +$8.07K +115 +3%
9WM
502
9258 Wealth Management
Ohio
$316K
CWM
503
Concentrum Wealth Management
California
$316K
MCM
504
Manchester Capital Management
Vermont
$315K +$158K +2,241 +100%
MWM
505
Mattern Wealth Management
Kansas
$314K -$10.5K -150 -3%
DS
506
DRW Securities
Illinois
$313K -$20.5K -291 -6%
MYAM
507
Meiji Yasuda Asset Management
Japan
$313K +$703 +10 +0.2%
GCA
508
Genesee Capital Advisors
New York
$311K +$311K +4,430 New
HIMC
509
Heritage Investors Management Corp
Maryland
$306K +$42.2K +600 +16%
TAM
510
Tocqueville Asset Management
New York
$306K +$57.6K +818 +23%
Koshinski Asset Management
511
Koshinski Asset Management
Illinois
$304K +$304K +4,329 New
FWCM
512
Ferguson Wellman Capital Management
Oregon
$304K -$690K -9,800 -69%
CRCM
513
Corbett Road Capital Management
Virginia
$302K +$302K +4,301 New
BFO
514
Boston Family Office
Massachusetts
$301K -$15.8K -225 -5%
YIH
515
Y-Intercept (HK)
Hong Kong
$297K +$297K +4,231 New
Federated Hermes
516
Federated Hermes
Pennsylvania
$295K +$295K +4,195 New
WDC
517
Woodward Diversified Capital
California
$292K -$109K -1,549 -27%
GG
518
Gofen & Glossberg
Illinois
$292K
USCWA
519
U.S. Capital Wealth Advisors
Texas
$292K +$292K +4,160 New
SFP
520
Sandbox Financial Partners
Maryland
$291K -$48.8K -695 -14%
OPS
521
Orion Portfolio Solutions
Nebraska
$291K +$45.9K +653 +19%
PA
522
Profund Advisors
Maryland
$290K +$55.4K +788 +24%
HIM
523
Hanlon Investment Management
New Jersey
$288K
RB
524
Renasant Bank
Mississippi
$288K
JSC
525
Jackson Square Capital
California
$288K