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Trade Desk

896 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, 328 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 76

4% more funds holding

Funds holding: 859896 (+37)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

0% more call options, than puts

Call options by funds: $794M | Put options by funds: $792M

1% less capital invested

Capital invested by funds: $26.1B → $26B (-$142M)

2% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 328

1.62% less ownership

Funds ownership: 76.02%74.39% (-1.6%)

Holders
896
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
14.22%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.44%
New
122
Increased
321
Reduced
328
Closed
76
Calls
$794M
Puts
$792M
Net Calls
+$1.98M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
526
Sciencast Management
New Jersey
$535K +$554K +6,848 New
GAG
527
GM Advisory Group
New York
$533K
JSC
528
Jackson Square Capital
California
$531K
AG
529
Algert Global
California
$529K -$1.37M -16,883 -71%
MAS
530
Meeder Advisory Services
Ohio
$519K +$59.8K +739 +13%
TC
531
TownSquare Capital
Utah
$518K +$535K +6,622 New
SWM
532
SeaCrest Wealth Management
New York
$515K -$18.5K -229 -3%
NSAM
533
North Star Asset Management
Wisconsin
$508K -$58.2K -720 -10%
SPIA
534
Steward Partners Investment Advisory
New York
$504K -$106K -1,307 -17%
AA
535
Altrafin AG
$504K -$113K -1,400 -18%
API
536
Advisor Partners II
California
$504K +$166K +2,051 +47%
FMAEN1
537
Fund Management at Engine No 1
California
$499K +$48.5K +600 +10%
CM
538
Capula Management
Cayman Islands
$497K +$481K +5,949 +1,447%
GLA
539
Great Lakes Advisors
Illinois
$494K -$27.6K -341 -5%
Empower Advisory Group
540
Empower Advisory Group
Colorado
$493K -$8.17K -101 -2%
EWA
541
EP Wealth Advisors
California
$491K +$383K +4,735 +307%
RWB
542
RMR Wealth Builders
New Jersey
$489K +$566 +7 +0.1%
IA
543
IFP Advisors
Florida
$485K -$73.3K -906 -13%
HCA
544
Harbor Capital Advisors
Illinois
$481K -$8.73K -108 -2%
O
545
Ossiam
France
$481K -$41.6K -514 -8%
HWA
546
HHM Wealth Advisors
Tennessee
$477K
9WM
547
9258 Wealth Management
Ohio
$476K +$10.6K +131 +2%
VFA
548
Valeo Financial Advisors
Indiana
$471K -$21.7K -268 -4%
GCP
549
Garda Capital Partners
Minnesota
$467K +$484K +5,981 New
OTPPB
550
Ontario Teachers' Pension Plan Board
Ontario, Canada
$463K +$479K +5,920 New

TTD Hedge Fund Activity: Q3 2023 in Review

896 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q3 2023, worth a combined $26B — down 0.54% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new TTD positions and 76 closed out — a net gain of 46 holders — while 321 added to existing stakes and 328 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $237M. The largest seller was Morgan Stanley, cutting an estimated $475M.

  • 896 institutional investors held Trade Desk (TTD) as of Q3 2023, up from 859 in Q2 2023.
  • Funds reported $26B of Trade Desk stock for Q3 2023, down 0.54% quarter-over-quarter.
  • 122 funds opened new Trade Desk positions in Q3 2023 and 76 closed out, a net change of +46 holders.
  • The largest Trade Desk buyer in Q3 2023 was Citadel Advisors, an estimated $237M added.
  • The largest Trade Desk seller in Q3 2023 was Morgan Stanley, an estimated $475M sold.

Based on aggregated 13F filings for Q3 2023.