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Trade Desk

759 hedge funds and large institutions have $23.7B invested in Trade Desk in 2020 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 202 increasing their positions, 269 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+171
Holders Change %
+29.08%
% of All Funds
13.47%
Holding in Top 10
32
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+45.45%
% of All Funds
0.57%
New
222
Increased
202
Reduced
269
Closed
44
Calls
$2.08B
Puts
$2.44B
Net Calls
-$366M
Net Calls Change
-$395M
Name Holding Trade Value Shares
Change
Shares
Change %
OFS
601
OneAscent Financial Services
Alabama
$239K -$506K -6,330 -68%
Koshinski Asset Management
602
Koshinski Asset Management
Illinois
$239K +$239K +2,990 New
WWM
603
Western Wealth Management
Colorado
$239K +$239K +2,990 New
GCA
604
Genesee Capital Advisors
New York
$237K +$237K +2,960 New
MA
605
Montag & Associates
Georgia
$236K +$236K +2,950 New
PWP
606
Principle Wealth Partners
Connecticut
$236K +$236K +2,950 New
GT
607
Glenmede Trust
Pennsylvania
$235K -$153K -1,920 -40%
PFA
608
Pettinga Financial Advisors
Indiana
$232K +$232K +2,900 New
VC
609
Vicus Capital
Pennsylvania
$231K +$231K +2,880 New
PCA
610
Personal Capital Advisors
California
$229K +$229K +2,860 New
QI
611
QS Investors
New York
$227K +$227K +2,840 New
CGH
612
Crossmark Global Holdings
Texas
$226K +$226K +2,820 New
CIP
613
Convergence Investment Partners
Florida
$225K +$225K +2,810 New
RWP
614
RWA Wealth Partners
Massachusetts
$225K +$225K +2,810 New
BWFA
615
Baltimore-Washington Financial Advisors
Maryland
$224K +$224K +2,800 New
FFS
616
Founders Financial Securities
Maryland
$223K -$181K -2,260 -45%
LC
617
Loews Corp
New York
$223K +$223K +2,790 New
DC
618
Davenport & Co
Virginia
$223K +$223K +2,790 New
OSAM
619
O'Shaughnessy Asset Management
Connecticut
$220K +$136K +1,700 +162%
NL
620
NWAM LLC
Washington
$220K +$220K +2,750 New
MYIA
621
Mount Yale Investment Advisors
Colorado
$219K +$219K +2,740 New
TFF
622
The Family Firm
Maryland
$219K +$219K +2,830 New
CIA
623
Capital Investment Advisors
Georgia
$217K +$217K +2,710 New
CMBA
624
C.M. Bidwell & Associates
Hawaii
$215K -$227K -2,840 -51%
SFO
625
Standard Family Office
South Dakota
$215K +$215K +2,680 New