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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
HWM
551
HB Wealth Management
Georgia
$259K +$226K +4,251 New
VWM
552
Venturi Wealth Management
Texas
$257K +$225K +4,227 New
GCP
553
Gill Capital Partners
Colorado
$257K +$224K +4,214 New
CCIA
554
Campbell & Co Investment Adviser
Maryland
$254K +$222K +4,168 New
MYAM
555
Meiji Yasuda Asset Management
Japan
$251K +$219K +4,120 New
BFM
556
Boothbay Fund Management
New York
$251K -$40.9K -769 -16%
AFG
557
Alterity Financial Group
Maine
$250K +$218K +4,105 New
ACMA
558
Arbor Capital Management (Alaska)
Alaska
$246K +$213K +4,000 New
PA
559
PFG Advisors
Arizona
$245K +$214K +4,018 New
AWM
560
Avitas Wealth Management
California
$244K +$214K +4,012 New
AWM
561
Avondale Wealth Management
Texas
$244K
AWM
562
Aries Wealth Management
Maine
$244K +$213K +4,000 New
MIM
563
Montgomery Investment Management
Maryland
$244K +$213K +4,000 New
VIM
564
Vista Investment Management
Pennsylvania
$243K -$38.9K -731 -15%
FWM
565
Focused Wealth Management
New York
$242K +$2.02K +38 +1%
ONB
566
Old National Bancorp
Indiana
$240K +$210K +3,938 New
CAM
567
Cresset Asset Management
Illinois
$240K +$209K +3,932 New
LNWWM
568
Laird Norton Wetherby Wealth Management
California
$239K +$209K +3,930 New
OWM
569
OneAscent Wealth Management
Alabama
$239K +$209K +3,925 New
FMLI
570
Fukoku Mutual Life Insurance
Japan
$239K -$60.8K -1,142 -23%
GKWIM
571
Gerber Kawasaki Wealth & Investment Management
California
$238K -$61.3K -1,152 -23%
TSS
572
Two Sigma Securities
New York
$237K -$439K -8,244 -68%
PFO
573
Pathstone Family Office
New Jersey
$236K +$173K +3,245 New
RIL
574
Rothschild Investment LLC
Illinois
$235K +$205K +3,850 New
BC
575
Bridgefront Capital
Texas
$232K -$54.5K -1,024 -21%