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Trade Desk

732 hedge funds and large institutions have $15.1B invested in Trade Desk in 2022 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 251 increasing their positions, 261 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-5
Holders Change %
-0.68%
% of All Funds
11.81%
Holding in Top 10
17
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-45.16%
% of All Funds
0.27%
New
118
Increased
251
Reduced
261
Closed
109
Calls
$715M
Puts
$626M
Net Calls
+$89.1M
Net Calls Change
+$194M
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
601
Arax Advisory Partners
Colorado
$36.6K
ATC
602
Adirondack Trust Company
New York
$35.9K
DFCM
603
Dark Forest Capital Management
Puerto Rico
$34.3K +$34.3K +764 New
AssetMark Inc
604
AssetMark Inc
California
$34K -$3.32K -74 -9%
JWM
605
Janiczek Wealth Management
Colorado
$33.7K -$5.23K -112 -13%
OA
606
Operose Advisors
Wisconsin
$31.4K +$31.4K +700 New
EWM
607
Evermay Wealth Management
Virginia
$30K +$30K +670 New
Dimensional Fund Advisors
608
Dimensional Fund Advisors
Texas
$29.6K +$719 +16,046 +2%
QCG
609
Quadrant Capital Group
Ohio
$29.3K -$6.64K -148 -18%
RFS
610
Retirement Financial Solutions
Tennessee
$29.1K +$29.1K +650 New
PGAM
611
Princeton Global Asset Management
New Jersey
$29K
RA
612
Rise Advisors
New York
$28.9K -$4.26K -95 -13%
KFP
613
KB Financial Partners
New Jersey
$28K +$10.4K +230 +59%
SBL
614
Sargent Bickham Lagudis
Colorado
$27.8K -$7.17K -160 -21%
OWA
615
One Wealth Advisors
California
$27.8K +$27.8K +619 New
WTC
616
WhitTier Trust Company
Nevada
$26.9K
LS
617
Livforsakringsbolaget Skandia
Sweden
$26.9K
BWA
618
BDO Wealth Advisors
Florida
$25.4K
BWM
619
BerganKDV Wealth Management
Minnesota
$25.2K -$179 -4 -0.7%
AWM
620
Activest Wealth Management
Florida
$24.8K
KIA
621
Kraematon Investment Advisors
Massachusetts
$23.8K +$23.8K +530 New
TCA
622
Trifecta Capital Advisors
Illinois
$22.9K +$22.9K +510 New
NECFA
623
New England Capital Financial Advisors
Connecticut
$22.8K +$22.8K +500 New
First Manhattan
624
First Manhattan
New York
$22.4K
JFGIW
625
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.4K