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Trade Desk
TTD

Overview Fund Activity

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

Top Buyers

1
Invesco
Invesco
Georgia
$416M
2
Jane Street
Jane Street
New York
$143M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$67M
4
Marshall Wace
Marshall Wace
United Kingdom
$98.3M
5
Norges Bank
Norges Bank
Norway
$232M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.56B
2
HL
Harding Loevner
New Jersey
$0
3
Bank of America
Bank of America
North Carolina
$140M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$138M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
576
Cornerstone Wealth Management
Missouri
$343K -$1.93K -25 -0.6%
MFG
577
Merit Financial Group
Georgia
$340K +$340K +4,404 New
SWP
578
Stratos Wealth Partners
Ohio
$340K +$10.4K +135 +3%
API
579
Advisor Partners II
California
$339K +$339K +4,393 New
HAS
580
HBW Advisory Services
California
$339K +$339K +4,390 New
CHA
581
Carmichael Hill & Associates
Maryland
$339K – – –
MWM
582
Mattern Wealth Management
Kansas
$339K – – –
VWM
583
Venturi Wealth Management
Texas
$336K +$9.5K +123 +3%
DWA
584
Douglass Winthrop Advisors
New York
$334K – – –
FAB
585
First American Bank
Illinois
$331K -$18.4K -238 -5%
MOS
586
MGO One Seven
Ohio
$329K +$329K +4,263 New
GCP
587
Gill Capital Partners
Colorado
$325K – – –
AFA
588
Arlington Financial Advisors
California
$325K +$325K +4,209 New
FA
589
FDx Advisors
Illinois
$325K +$325K +4,213 New
LNWWM
590
Laird Norton Wetherby Wealth Management
California
$325K +$21.2K +274 +7%
PFO
591
Pathstone Family Office
New Jersey
$322K -$5.35K -53 -2%
BSW
592
Buckingham Strategic Wealth
Missouri
$319K +$319K +4,134 New
MYAM
593
Meiji Yasuda Asset Management
Japan
$318K – – –
YDMI
594
Y.D. More Investments
Israel
$316K +$154K +2,000 +96%
BJL
595
Brighton Jones LLC
Washington
$315K +$315K +4,085 New
MA
596
Mutual Advisors
Nebraska
$314K +$314K +4,063 New
FWM
597
Focused Wealth Management
New York
$313K +$6.56K +85 +2%
SIA
598
Soltis Investment Advisors
Utah
$309K +$309K +4,006 New
MIM
599
Montgomery Investment Management
Maryland
$309K – – –
AWM
600
Aries Wealth Management
Maine
$309K – – –
22 23
24
25 26