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Trade Desk

732 hedge funds and large institutions have $15.1B invested in Trade Desk in 2022 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 251 increasing their positions, 261 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-5
Holders Change %
-0.68%
% of All Funds
11.81%
Holding in Top 10
17
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-45.16%
% of All Funds
0.27%
New
118
Increased
251
Reduced
261
Closed
109
Calls
$715M
Puts
$626M
Net Calls
+$89.1M
Net Calls Change
+$194M
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
551
Resurgent Financial Advisors
Georgia
$118K -$54.5K -1,216 -32%
PA
552
PSI Advisors
Florida
$118K +$3.36K +75 +3%
S
553
Seeyond
France
$117K -$134 -3 -0.1%
RMC
554
Resources Management Corp
Connecticut
$117K -$213K -4,770 -65%
LC
555
Lindbrook Capital
California
$102K -$2.38K -53 -2%
PCM
556
Penserra Capital Management
California
$102K -$2.1M -47,233 -95%
AF
557
Allworth Financial
California
$98.5K +$29.4K +655 +42%
YDMI
558
Y.D. More Investments
Israel
$94.9K +$94.9K +2,093 New
FIA
559
FNY Investment Advisers
New York
$93K +$38.7K +871 +71%
EWA
560
EverSource Wealth Advisors
Alabama
$90.6K -$24.5K -546 -21%
CLOS
561
Compagnie Lombard Odier SCmA
Switzerland
$90K -$30.2K -670 -25%
SSB
562
Sandy Spring Bank
Maryland
$88.8K -$4.48K -100 -5%
NHT
563
New Hampshire Trust
New Hampshire
$87.4K +$87.4K +1,949 New
CM
564
Caption Management
Oklahoma
$84.1K +$84.1K +1,877 New
TWM
565
Tradition Wealth Management
Minnesota
$84K -$22.1K -493 -21%
AWM
566
Abound Wealth Management
Tennessee
$83.8K
C
567
Covestor
United Kingdom
$83K -$45 -1 -0.1%
LFG
568
Larson Financial Group
Missouri
$81.2K +$50K +1,116 +160%
NFSG
569
Newbridge Financial Services Group
Florida
$79.6K -$25.8K -575 -24%
AWM
570
Accurate Wealth Management
Florida
$78.6K +$78.6K +1,753 New
AAM
571
Advisors Asset Management
Colorado
$77.4K +$2.47K +55 +3%
UB
572
UMB Bank
Missouri
$76K +$9.7K +217 +15%
RDFA
573
Ritter Daniher Financial Advisory
Ohio
$75.7K +$68.1K +1,519 +894%
USCWA
574
U.S. Capital Wealth Advisors
Texas
$75.1K +$75.1K +1,675 New
HT
575
Headlands Technologies
Illinois
$75K +$75K +1,673 New