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Trade Desk

869 hedge funds and large institutions have $28.2B invested in Trade Desk in 2021 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 284 increasing their positions, 292 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 61

59% more funds holding in top 10

Funds holding in top 10: 1727 (+10)

39% more capital invested

Capital invested by funds: $20.3B → $28.2B (+$7.95B)

15% more funds holding

Funds holding: 754869 (+115)

3.61% more ownership

Funds ownership: 67.12%70.72% (+3.6%)

3% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 292

16% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.65B

Holders
869
Holders Change
+115
Holders Change %
+15.25%
% of All Funds
13.37%
Holding in Top 10
27
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+58.82%
% of All Funds
0.42%
New
190
Increased
284
Reduced
292
Closed
61
Calls
$1.39B
Puts
$1.65B
Net Calls
-$263M
Net Calls Change
-$273M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
Modera Wealth Management
New Jersey
$321K +$307K +3,506 New
WLPWM
602
Walled Lake Planning & Wealth Management
Illinois
$320K
BCM
603
Breiter Capital Management
Florida
$319K -$4.55K -52 -1%
DACG
604
Donor Advised Charitable Giving
California
$316K
CIAS
605
Capital Investment Advisory Services
North Carolina
$315K -$4.38K -50 -1%
MPM
606
MBB Public Markets
Illinois
$313K +$299K +3,412 New
AWM
607
Alterna Wealth Management
Texas
$313K +$300K +3,420 New
DT
608
Diversified Trust
Tennessee
$312K +$298K +3,405 New
AMCA
609
Arthur M. Cohen & Associates
Illinois
$306K -$175K -2,000 -37%
SF
610
Symphony Financial
Texas
$305K +$296K +3,380 New
VW
611
Vance Wealth
California
$304K +$290K +3,314 New
SIA
612
Soltis Investment Advisors
Utah
$302K -$135K -1,542 -32%
LI
613
LVZ Inc
Michigan
$302K -$17.5K -200 -6%
TAM
614
Tocqueville Asset Management
New York
$301K -$93.1K -1,063 -24%
IWM
615
IHT Wealth Management
Illinois
$301K +$14.9K +170 +5%
EWM
616
Executive Wealth Management
Michigan
$299K -$35.2K -402 -11%
GCP
617
Gill Capital Partners
Colorado
$298K
HCM
618
Hall Capital Management
Rhode Island
$297K -$22.3K -255 -7%
CI
619
Cigna Investments
Connecticut
$292K
FHA
620
First Horizon Advisors
Tennessee
$291K -$11.7K -134 -4%
CCA
621
Checchi Capital Advisers
California
$291K +$7.27K +83 +3%
WDC
622
Woodward Diversified Capital
California
$290K -$86.9K -992 -24%
PCS
623
Personal CFO Solutions
New Jersey
$290K +$16.1K +184 +6%
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$290K +$61.7K +705 +29%
TCWM
625
Total Clarity Wealth Management
Illinois
$288K +$54.7K +625 +25%

TTD Hedge Fund Activity: Q4 2021 in Review

869 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q4 2021, worth a combined $28.2B — up 39% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new TTD positions and 61 closed out — a net gain of 129 holders — while 284 added to existing stakes and 292 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $536M. The largest seller was Norges Bank, cutting an estimated $109M.

  • 869 institutional investors held Trade Desk (TTD) as of Q4 2021, up from 754 in Q3 2021.
  • Funds reported $28.2B of Trade Desk stock for Q4 2021, up 39% quarter-over-quarter.
  • 190 funds opened new Trade Desk positions in Q4 2021 and 61 closed out, a net change of +129 holders.
  • The largest Trade Desk buyer in Q4 2021 was Morgan Stanley, an estimated $536M added.
  • The largest Trade Desk seller in Q4 2021 was Norges Bank, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2021.