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Trade Desk
TTD

Overview Fund Activity

852 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, 278 increasing their positions, 298 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+84
Holders Change %
+10.94%
% of All Funds
13.44%
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
278
Reduced
298
Closed
57
Calls
$762M
Puts
$727M
Net Calls
+$35.3M
Net Calls Change
+$208M

Top Buyers

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.56B
2
HL
2
Harding Loevner
New Jersey
$0
3
Bank of America
3
Bank of America
North Carolina
$140M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$138M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Holocene Advisors
601
Holocene Advisors
New York
$308K +$308K +3,989 New
ACMA
602
Arbor Capital Management (Alaska)
Alaska
$308K – – –
NRG
603
Nemes Rush Group
Michigan
$306K +$306K +3,964 New
AWM
604
Avitas Wealth Management
California
$305K -$4.94K -64 -2%
DAS
605
Dynamic Advisor Solutions
Arizona
$304K -$39.5K -511 -11%
ONB
606
Old National Bancorp
Indiana
$303K -$772 -10 -0.3%
CW
607
Channel Wealth
California
$302K -$42.5K -550 -12%
MLM
608
Mount Lucas Management
Pennsylvania
$299K +$299K +3,870 New
AFG
609
Alterity Financial Group
Maine
$298K -$19.3K -250 -6%
GRP
610
Global Retirement Partners
California
$289K +$5.56K +72 +2%
V
611
Veritable
Delaware
$288K -$4.02K -52 -1%
PWM
612
Prosperity Wealth Management
California
$288K -$5.02K -65 -2%
AMCA
613
Arthur M. Cohen & Associates
Illinois
$288K +$288K +3,725 New
SGA
614
Seaport Global Advisors
Massachusetts
$286K +$23K +298 +9%
SC
615
Sepio Capital
Utah
$286K -$95.5K -1,237 -25%
CGH
616
Crossmark Global Holdings
Texas
$285K +$285K +3,143 New
BPA
617
Beacon Pointe Advisors
California
$285K -$51K -661 -15%
PGWM
618
Parisi Gray Wealth Management
New Jersey
$285K +$285K +4,672 New
BAM
619
Belpointe Asset Management
Nevada
$283K -$103K -1,339 -27%
GA
620
Greytown Advisors
Florida
$281K -$185K -2,394 -40%
TCM
621
Traynor Capital Management
Pennsylvania
$280K +$280K +3,620 New
FNBT
622
FineMark National Bank & Trust
Florida
$277K +$3.86K +50 +1%
FHA
623
First Horizon Advisors
Tennessee
$274K +$75.2K +974 +38%
LSA
624
Lion Street Advisors
Texas
$272K +$272K +3,625 New
RWM
625
Ritholtz Wealth Management
New York
$270K +$386 +5 +0.1%
23 24
25
26 27