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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
IWM
576
IHT Wealth Management
Illinois
$232K +$203K +3,814 New
PWM
577
Prosperity Wealth Management
California
$231K +$202K +3,790 New
V
578
Veritable
Delaware
$231K +$202K +3,788 New
GRP
579
Global Retirement Partners
California
$230K +$31.4K +589 +19%
CC
580
Corton Capital
Ontario, Canada
$230K +$201K +3,771 New
JWCA
581
J.W. Cole Advisors
Florida
$228K +$199K +3,739 New
OFS
582
OneAscent Financial Services
Alabama
$227K +$199K +3,733 New
SAM
583
Silvercrest Asset Management
New York
$227K +$198K +3,722 New
EH
584
Equitable Holdings
New York
$223K +$195K +3,657 New
GWM
585
Geneos Wealth Management
Colorado
$220K -$44.4K -834 -19%
VVP
586
Venture Visionary Partners
Ohio
$219K +$191K +3,597 New
HWAM
587
Hennion & Walsh Asset Management
New Jersey
$218K +$190K +3,571 New
FNBT
588
FineMark National Bank & Trust
Florida
$216K +$189K +3,542 New
GT
589
Greenleaf Trust
Michigan
$216K +$188K +3,540 New
FPCP
590
Fort Point Capital Partners
California
$215K +$188K +3,528 New
RWM
591
Ritholtz Wealth Management
New York
$213K +$186K +3,490 New
VCA
592
Verdence Capital Advisors
Maryland
$211K +$184K +3,460 New
DACG
593
Donor Advised Charitable Giving
California
$210K +$184K +3,450 New
SGA
594
Seaport Global Advisors
Massachusetts
$208K -$79.1K -1,487 -30%
LCWP
595
Legacy Capital Wealth Partners
Arkansas
$206K +$180K +3,380 New
DAM
596
Derbend Asset Management
Georgia
$206K +$180K +3,378 New
VWA
597
V Wealth Advisors
Kansas
$204K +$178K +3,345 New
CAM
598
Connacht Asset Management
New York
$203K +$178K +3,335 New
TC
599
Truvestments Capital
Florida
$202K -$77.1K -1,449 -30%
KTC
600
Kistler-Tiffany Companies
Pennsylvania
$201K