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Trade Desk

548 hedge funds and large institutions have $13.8B invested in Trade Desk in 2020 Q2 according to their latest regulatory filings, with 180 funds opening new positions, 179 increasing their positions, 141 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 61

122% more capital invested

Capital invested by funds: $6.2B → $13.8B (+$7.58B)

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

27% more funds holding

Funds holding: 430548 (+118)

27% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 141

26.31% more ownership

Funds ownership: 803.35%829.66% (+26%)

3% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.61B

Holders
548
Holders Change
+118
Holders Change %
+27.44%
% of All Funds
11.24%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.35%
New
180
Increased
179
Reduced
141
Closed
61
Calls
$1.56B
Puts
$1.61B
Net Calls
-$51.5M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Change in
Stake
RTS
576
Round Table Services
New Jersey
-$386K -20,000 Closed
AR
577
Advisory Research
Illinois
-$256K -13,290 Closed
PM
578
Parametrica Management
Hong Kong
-$247K -12,810 Closed
WPW
579
Waldron Private Wealth
Pennsylvania
-$242K -12,550 Closed
VWA
580
V Wealth Advisors
Kansas
-$236K -12,210 Closed
MIC
581
Means Investment Company
Maine
-$290K -11,870 Closed
HR
582
Hayden Royal
North Carolina
-$206K -10,690 Closed
GSWM
583
Golden State Wealth Management
California
-$164K -8,500 Closed
Schroder Investment Management Group
584
Schroder Investment Management Group
United Kingdom
-$161K -8,450 Closed
T
585
TOBAM
France
-$97K -5,000 Closed
FGAM
586
Financial Gravity Asset Management
Texas
-$77 -4,000 Closed
WAP
587
Wealthcare Advisory Partners
Pennsylvania
-$74K -3,850 Closed
NFG
588
Next Financial Group
Texas
-$54K -2,810 Closed
ASN
589
Advisory Services Network
Georgia
-$28K -1,440 Closed
WCG
590
Weaver Consulting Group
California
-$20K -1,050 Closed
GI
591
Gradient Investments
Minnesota
-$19K -1,000 Closed
OFG
592
OmniStar Financial Group
North Carolina
-$19K -1,000 Closed
QI
593
QS Investors
New York
-$20K -1,000 Closed
MWM
594
MBE Wealth Management
Wisconsin
-$15K -800 Closed
AIS
595
Accurate Investment Solutions
Pennsylvania
-$14K -700 Closed
AIC
596
Ameritas Investment Company
Nebraska
-$13K -650 Closed
WQ
597
Wealth Quarterback
New Jersey
-$11.4K -590 Closed
EWM
598
EPG Wealth Management
Georgia
-$4K -210 Closed
HDIM
599
Hanson & Doremus Investment Management
Vermont
-$4K -200 Closed
SFG
600
Sowa Financial Group
Rhode Island
-$3K -170 Closed