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Trade Desk
TTD

Overview Fund Activity

751 hedge funds and large institutions have $20.3B invested in Trade Desk in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 291 increasing their positions, 232 reducing their positions, and 80 closing their positions.

Holders
751
Holders Change
+8
Holders Change %
+1.08%
% of All Funds
13.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.3%
New
98
Increased
291
Reduced
232
Closed
80
Calls
$1.39B
Puts
$1.38B
Net Calls
+$10.1M
Net Calls Change
-$262M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$523M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.78B
3
Macquarie Group
3
Macquarie Group
Australia
$177M
4
Citadel Advisors
4
Citadel Advisors
Florida
$46.6M
5
Bank of America
5
Bank of America
North Carolina
$136M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$29.3M
2
AIM
2
ARK Investment Management
Florida
$0
3
KBC Group
3
KBC Group
Belgium
$72.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$447M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
576
Perigon Wealth Management
California
$230K 3,268 +666 +26%
GCP
577
Gill Capital Partners
Colorado
$229K 3,255 +45 +1%
UB
578
UMB Bank
Missouri
$227K 3,235 +15 +0.5%
OFS
579
OneAscent Financial Services
Alabama
$226K 3,216 +3,216 New
LA
580
Latitude Advisors
Florida
$226K 3,218 +3,218 New
VC
581
Vicus Capital
Pennsylvania
$225K 3,200 – –
TFF
582
The Family Firm
Maryland
$225K 2,826 – –
CI
583
Cigna Investments
Connecticut
$224K 3,190 -86 -3%
SAM
584
Silvercrest Asset Management
New York
$224K 3,190 +3,190 New
EWM
585
Elite Wealth Management
Washington
$220K 3,130 – –
IWM
586
IHT Wealth Management
Illinois
$219K 3,120 +490 +19%
OIA
587
OneDigital Investment Advisors
Kansas
$218K 3,100 -2,772 -47%
CCA
588
Checchi Capital Advisers
California
$217K 3,093 +100 +3%
DI
589
DFPG Investments
Utah
$217K 2,810 +133 +5%
VWA
590
V Wealth Advisors
Kansas
$216K 3,070 -20 -0.6%
BC
591
Burney Company
Virginia
$214K 3,050 -100 -3%
CIA
592
Capital Investment Advisors
Georgia
$214K 3,051 +3,051 New
DWM
593
Dakota Wealth Management
Florida
$213K 3,035 -2,455 -45%
KTC
594
Kistler-Tiffany Companies
Pennsylvania
$213K 3,030 – –
HAS
595
HBW Advisory Services
California
$212K 3,022 -1,022 -25%
PFG
596
PAX Financial Group
Texas
$212K 3,011 -24 -0.8%
CM
597
Castleark Management
Illinois
$211K 3,000 – –
CBA
598
Coastal Bridge Advisors
Connecticut
$211K 3,000 – –
VIM
599
Vista Investment Management
Pennsylvania
$211K 3,000 – –
CA
600
CastleArk Alternatives
Illinois
$211K 3,000 +3,000 New
22 23
24
25 26