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Trade Desk

853 hedge funds and large institutions have $26.1B invested in Trade Desk in 2023 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 279 increasing their positions, 298 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+84
Holders Change %
+10.92%
% of All Funds
13.45%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.43%
New
145
Increased
279
Reduced
298
Closed
57
Calls
$762M
Puts
$727M
Net Calls
+$35.3M
Net Calls Change
+$208M
Name Holding Trade Value Shares
Change
Shares
Change %
EA
551
Emerald Advisers
Pennsylvania
$390K -$5.56K -72 -1%
CNB
552
Camden National Bank
Maine
$386K -$2.7K -35 -0.7%
AP
553
Americana Partners
Texas
$386K +$386K +4,999 New
MC
554
Moors & Cabot
Massachusetts
$385K -$36.1K -468 -9%
IWM
555
IHT Wealth Management
Illinois
$384K +$89.7K +1,162 +30%
TFA
556
Toth Financial Advisory
Virginia
$384K +$292K +3,775 +315%
RIL
557
Rothschild Investment LLC
Illinois
$382K +$84.9K +1,100 +29%
HIMC
558
Heritage Investors Management Corp
Maryland
$378K
YCM
559
Yousif Capital Management
Michigan
$378K -$18.6K -241 -5%
GKWIM
560
Gerber Kawasaki Wealth & Investment Management
California
$373K +$70.8K +917 +23%
UCB
561
United Community Bank
South Carolina
$368K -$1.93K -25 -0.5%
CSPIA
562
Cary Street Partners Investment Advisory
Virginia
$366K -$14.7K -190 -4%
CI
563
Cigna Investments
Connecticut
$365K
FAIM
564
Financial Advocates Investment Management
Washington
$362K -$23.2K -301 -6%
P
565
Pitcairn
Pennsylvania
$361K +$2.93K +38 +0.8%
HNB
566
Huntington National Bank
Ohio
$359K +$275K +3,557 +324%
GAM
567
Grandview Asset Management
Pennsylvania
$357K
HWM
568
HB Wealth Management
Georgia
$357K +$28.5K +369 +9%
MFA
569
Mayflower Financial Advisors
Massachusetts
$355K -$772 -10 -0.2%
RJT
570
Raymond James Trust
Florida
$353K -$4.41K -57 -1%
BCM
571
Brookstone Capital Management
Illinois
$349K -$15.1K -199 -4%
FC
572
Fulcrum Capital
Washington
$347K
JWCA
573
J.W. Cole Advisors
Florida
$347K +$58.5K +758 +20%
HPIA
574
Hamilton Point Investment Advisors
North Carolina
$346K
CPRC
575
Consolidated Portfolio Review Corp
New York
$344K