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Trade Desk

769 hedge funds and large institutions have $20.6B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 275 increasing their positions, 258 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+37
Holders Change %
+5.05%
% of All Funds
12.31%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
127
Increased
275
Reduced
258
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Shares
Change %
MFA
526
Mayflower Financial Advisors
Massachusetts
$281K +$6.52K +107 +2%
AWM
527
Atticus Wealth Management
Florida
$277K -$42.7K -701 -13%
FAB
528
First American Bank
Illinois
$276K
DF
529
Donoghue Forlines
Massachusetts
$275K -$41.9K -688 -13%
FC
530
Fulcrum Capital
Washington
$274K +$274K +4,500 New
SCP
531
Sender Company & Partners
New York
$274K -$878K -14,418 -76%
HPIA
532
Hamilton Point Investment Advisors
North Carolina
$273K +$273K +4,480 New
CWM
533
Cornerstone Wealth Management
Missouri
$272K +$272K +4,469 New
CW
534
Channel Wealth
California
$272K +$272K +4,460 New
CPRC
535
Consolidated Portfolio Review Corp
New York
$271K +$271K +4,456 New
DAS
536
Dynamic Advisor Solutions
Arizona
$271K -$6.52K -107 -2%
OR
537
Olympiad Research
Connecticut
$271K +$271K +4,441 New
CHA
538
Carmichael Hill & Associates
Maryland
$267K
MWM
539
Mattern Wealth Management
Kansas
$267K +$267K +4,390 New
CF
540
Centaurus Financial
California
$267K +$2.44K +40 +0.9%
FWCM
541
Ferguson Wellman Capital Management
Oregon
$266K +$266K +4,366 New
BPA
542
Beacon Pointe Advisors
California
$265K +$265K +4,350 New
DWA
543
Douglass Winthrop Advisors
New York
$263K +$263K +4,320 New
SWP
544
Stratos Wealth Partners
Ohio
$260K -$76.8K -1,261 -23%
SW
545
SVB Wealth
Massachusetts
$259K +$259K +4,258 New
HWM
546
HB Wealth Management
Georgia
$259K +$259K +4,251 New
VWM
547
Venturi Wealth Management
Texas
$257K +$257K +4,227 New
GCP
548
Gill Capital Partners
Colorado
$257K +$257K +4,214 New
CCIA
549
Campbell & Co Investment Adviser
Maryland
$254K +$254K +4,168 New
MYAM
550
Meiji Yasuda Asset Management
Japan
$251K +$251K +4,120 New