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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.13B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$700M
3
Goldman Sachs
3
Goldman Sachs
New York
$157M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
601
Brighton Jones LLC
Washington
$348K +$29.2K +374 +9%
MWM
602
Mattern Wealth Management
Kansas
$343K – – –
WIS
603
Wright Investors Service
Connecticut
$342K -$113K -1,446 -25%
VWM
604
Venturi Wealth Management
Texas
$341K +$703 +9 +0.2%
CHA
605
Carmichael Hill & Associates
Maryland
$340K -$3.13K -40 -0.9%
MA
606
Mutual Advisors
Nebraska
$340K +$22.1K +283 +7%
FAB
607
First American Bank
Illinois
$338K +$2.58K +33 +0.8%
DWA
608
Douglass Winthrop Advisors
New York
$338K – – –
DF
609
Donoghue Forlines
Massachusetts
$337K -$135K -1,725 -29%
GRP
610
Global Retirement Partners
California
$329K +$31.7K +399 +11%
EFM
611
E Fund Management
China
$329K +$329K +4,209 New
AFA
612
Arlington Financial Advisors
California
$329K – – –
AWM
613
Aries Wealth Management
Maine
$328K +$4.85K +60 +2%
LNWWM
614
Laird Norton Wetherby Wealth Management
California
$327K -$1.49K -19 -0.5%
CWM
615
Cornerstone Wealth Management
Missouri
$324K -$23.3K -298 -7%
YDMI
616
Y.D. More Investments
Israel
$320K – – –
DC
617
Davenport & Co
Virginia
$313K +$69.2K +886 +28%
MIM
618
Montgomery Investment Management
Maryland
$313K – – –
CW
619
Channel Wealth
California
$312K +$6.64K +85 +2%
IPAM
620
ICICI Prudential Asset Management
India
$310K +$310K +3,969 New
AFG
621
Alterity Financial Group
Maine
$304K +$2.35K +30 +0.8%
FHA
622
First Horizon Advisors
Tennessee
$302K +$24.7K +316 +9%
SFC
623
Strategic Financial Concepts
Texas
$301K +$301K +3,855 New
ONB
624
Old National Bancorp
Indiana
$301K -$6.1K -78 -2%
AWM
625
Avitas Wealth Management
California
$299K -$9.85K -126 -3%
23 24
25
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