We are live on ! Find out more
TTD icon

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
AIM
526
Artemis Investment Management
United Kingdom
$286K +$250K +4,704 New
BCV
527
Banque Cantonale Vaudoise
Switzerland
$285K -$12.6K -236 -5%
P
528
Pitcairn
Pennsylvania
$283K -$4.36K -82 -2%
RJT
529
Raymond James Trust
Florida
$282K -$34.1K -640 -12%
GAM
530
Grandview Asset Management
Pennsylvania
$281K -$79.8K -1,500 -25%
MFA
531
Mayflower Financial Advisors
Massachusetts
$281K +$5.7K +107 +2%
AWM
532
Atticus Wealth Management
Florida
$277K -$37.3K -701 -13%
FAB
533
First American Bank
Illinois
$276K
DF
534
Donoghue Forlines
Massachusetts
$275K -$36.6K -688 -13%
FC
535
Fulcrum Capital
Washington
$274K +$240K +4,500 New
SCP
536
Sender Company & Partners
New York
$274K -$767K -14,418 -76%
HPIA
537
Hamilton Point Investment Advisors
North Carolina
$273K +$238K +4,480 New
CWM
538
Cornerstone Wealth Management
Missouri
$272K +$238K +4,469 New
CW
539
Channel Wealth
California
$272K +$237K +4,460 New
CPRC
540
Consolidated Portfolio Review Corp
New York
$271K +$237K +4,456 New
DAS
541
Dynamic Advisor Solutions
Arizona
$271K -$5.7K -107 -2%
OR
542
Olympiad Research
Connecticut
$271K +$236K +4,441 New
CHA
543
Carmichael Hill & Associates
Maryland
$267K
MWM
544
Mattern Wealth Management
Kansas
$267K +$234K +4,390 New
CF
545
Centaurus Financial
California
$267K +$2.13K +40 +0.9%
FWCM
546
Ferguson Wellman Capital Management
Oregon
$266K +$232K +4,366 New
BPA
547
Beacon Pointe Advisors
California
$265K +$232K +4,350 New
DWA
548
Douglass Winthrop Advisors
New York
$263K +$230K +4,320 New
SWP
549
Stratos Wealth Partners
Ohio
$260K -$67.1K -1,261 -23%
SW
550
SVB Wealth
Massachusetts
$259K +$227K +4,258 New