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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
DPI
501
Diversified Portfolios Inc
Michigan
$326K
VanEck Associates
502
VanEck Associates
New York
$325K +$284K +5,339 New
YCM
503
Yousif Capital Management
Michigan
$313K +$10.6K +200 +4%
SIG
504
Sargent Investment Group
Maryland
$312K -$3.19K -60 -1%
EA
505
Emerald Advisers
Pennsylvania
$312K -$2.77K -52 -1%
AC
506
Avestar Capital
New York
$312K
BWP
507
Baldwin Wealth Partners
Massachusetts
$310K
CNB
508
Camden National Bank
Maine
$307K
BAM
509
Belpointe Asset Management
Nevada
$305K +$74.6K +1,401 +39%
ACA
510
Aptus Capital Advisors
Alabama
$304K +$266K +4,997 New
FAIM
511
Financial Advocates Investment Management
Washington
$304K -$7.29K -137 -3%
MCM
512
MAI Capital Management
Ohio
$303K -$2.23K -42 -0.8%
IA
513
IFP Advisors
Florida
$303K -$667K -12,528 -78%
SC
514
Sepio Capital
Utah
$301K -$16.6K -311 -6%
CSPIA
515
Cary Street Partners Investment Advisory
Virginia
$301K -$1.33K -25 -0.5%
JF
516
Jump Financial
Illinois
$300K -$620K -11,649 -70%
QCM
517
Quantinno Capital Management
New York
$300K -$9.69K -182 -4%
AAIS
518
ABN AMRO Investment Solutions
$300K +$262K +4,920 New
HIMC
519
Heritage Investors Management Corp
Maryland
$298K +$16K +300 +7%
BCM
520
Brookstone Capital Management
Illinois
$294K +$1.12K +21 +0.4%
FRM
521
Fox Run Management
Connecticut
$293K +$256K +4,816 New
UCB
522
United Community Bank
South Carolina
$292K
VHAM
523
Van Hulzen Asset Management
California
$292K -$34.6K -650 -12%
MWM
524
Modera Wealth Management
New Jersey
$291K +$254K +4,780 New
CI
525
Cigna Investments
Connecticut
$287K -$3.51K -66 -1%