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Trade Desk

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
Name Holding Trade Value Shares
Change
Shares
Change %
VI
501
Versor Investments
New York
$630K -$72.9K -933 -10%
SIG
502
Sargent Investment Group
Maryland
$630K +$630K +8,060 New
PTC
503
Petrus Trust Company
Texas
$625K +$625K +7,994 New
SFA
504
Sequoia Financial Advisors
Ohio
$621K -$16.6K -213 -3%
AWM
505
Atticus Wealth Management
Florida
$619K +$16.6K +213 +3%
GAM
506
Gotham Asset Management
New York
$606K -$1.31M -16,762 -68%
WMA
507
Wealth Management Associates
New Jersey
$602K
DAS
508
Dynamic Advisor Solutions
Arizona
$599K +$291K +3,727 +95%
CG
509
Caprock Group
Idaho
$594K -$158K -2,017 -21%
PTC
510
Private Trust Company
Ohio
$586K -$78 -1 -0%
LCM
511
Lattice Capital Management
Washington
$586K
TSWM
512
Tyler-Stone Wealth Management
Ohio
$582K
SP
513
Symmetry Partners
Connecticut
$579K +$579K +7,403 New
CL
514
Choreo LLC
Illinois
$573K +$4.3K +55 +0.8%
SM
515
STF Management
Texas
$563K +$563K +7,206 New
LIM
516
Loudon Investment Management
New Hampshire
$563K
PCMU
517
Paragon Capital Management (Utah)
Utah
$560K +$560K +7,172 New
EA
518
Emerald Advisers
Pennsylvania
$556K +$161K +2,063 +41%
GHA
519
Granite Harbor Advisors
Texas
$553K -$151K -1,928 -21%
MC
520
Mathes Company
New York
$547K +$39.1K +500 +8%
RG
521
Rathbones Group
United Kingdom
$546K +$109K +1,401 +25%
CAG
522
Csenge Advisory Group
Florida
$541K -$131K -1,681 -20%
SM
523
Sciencast Management
New Jersey
$535K +$535K +6,848 New
GAG
524
GM Advisory Group
New York
$533K
JSC
525
Jackson Square Capital
California
$531K