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Trade Desk
TTD

Overview Fund Activity

890 hedge funds and large institutions have $26B invested in Trade Desk in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 321 increasing their positions, 323 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
890
Holders Change
+37
Holders Change %
+4.34%
% of All Funds
14.19%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.45%
New
122
Increased
321
Reduced
323
Closed
76
Calls
$794M
Puts
$792M
Net Calls
+$1.98M
Net Calls Change
-$33.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$251M
2
EAM
Eagle Asset Management
Florida
$99M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$592M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.6B
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$205M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.13B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$700M
3
Goldman Sachs
Goldman Sachs
New York
$157M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
VOYA Investment Management
VOYA Investment Management
Georgia
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
576
Beacon Pointe Advisors
California
$392K +$104K +1,327 +36%
MC
577
Moors & Cabot
Massachusetts
$392K +$1.88K +24 +0.5%
ECM
578
EMC Capital Management
Texas
$391K +$361K +4,618 +1,209%
CNB
579
Camden National Bank
Maine
$391K – – –
MYAM
580
Meiji Yasuda Asset Management
Japan
$388K +$66.4K +850 +21%
IWM
581
IHT Wealth Management
Illinois
$387K -$1.88K -24 -0.5%
HFM
582
Harvest Fund Management
China
$387K +$244K +3,126 +171%
FAIM
583
Financial Advocates Investment Management
Washington
$385K +$19K +243 +5%
HIMC
584
Heritage Investors Management Corp
Maryland
$383K – – –
HWM
585
HB Wealth Management
Georgia
$383K +$21.5K +275 +6%
AFO
586
Arrowroot Family Office
California
$379K -$283K -3,622 -43%
CI
587
Cigna Investments
Connecticut
$369K – – –
RJT
588
Raymond James Trust
Florida
$368K +$11.5K +147 +3%
FPCG
589
Fort Pitt Capital Group
Pennsylvania
$368K +$368K +4,714 New
PGWM
590
Parisi Gray Wealth Management
New Jersey
$368K +$2.89K +37 +0.8%
GAM
591
Grandview Asset Management
Pennsylvania
$361K – – –
TCM
592
Traynor Capital Management
Pennsylvania
$358K +$75K +960 +27%
MFA
593
Mayflower Financial Advisors
Massachusetts
$357K -$2.27K -29 -0.6%
AC
594
Apella Capital
Connecticut
$357K +$357K +4,567 New
CSPIA
595
Cary Street Partners Investment Advisory
Virginia
$356K -$14.8K -190 -4%
BWP
596
Balboa Wealth Partners
Arizona
$352K +$352K +4,510 New
FC
597
Fulcrum Capital
Washington
$352K – – –
HPIA
598
Hamilton Point Investment Advisors
North Carolina
$350K – – –
FA
599
FDx Advisors
Illinois
$350K +$20.8K +266 +6%
CPRC
600
Consolidated Portfolio Review Corp
New York
$349K +$1.02K +13 +0.3%
22 23
24
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