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Trade Desk

925 hedge funds and large institutions have $25.7B invested in Trade Desk in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 351 increasing their positions, 301 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 105

17% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 301

5.74% more ownership

Funds ownership: 74.39%80.14% (+5.7%)

3% more funds holding

Funds holding: 896925 (+29)

1% less capital invested

Capital invested by funds: $26B → $25.7B (-$262M)

3% less call options, than puts

Call options by funds: $739M | Put options by funds: $761M

46% less funds holding in top 10

Funds holding in top 10: 2815 (-13)

Holders
925
Holders Change
+29
Holders Change %
+3.24%
% of All Funds
13.49%
Holding in Top 10
15
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-46.43%
% of All Funds
0.22%
New
142
Increased
351
Reduced
301
Closed
105
Calls
$739M
Puts
$761M
Net Calls
-$22.2M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
601
Fulcrum Capital
Washington
$324K
1CP
602
17 Capital Partners
Arizona
$323K +$330K +4,485 New
HPIA
603
Hamilton Point Investment Advisors
North Carolina
$322K
S
604
ShariaPortfolio
Florida
$320K -$1.74M -23,617 -84%
CC
605
Centiva Capital
New York
$315K +$262K +3,566 +436%
DF
606
Donoghue Forlines
Massachusetts
$313K +$2.87K +39 +0.9%
VWM
607
Venturi Wealth Management
Texas
$313K -$661 -9 -0.2%
CHA
608
Carmichael Hill & Associates
Maryland
$313K
MFA
609
Mayflower Financial Advisors
Massachusetts
$312K -$17.4K -237 -5%
IPAM
610
ICICI Prudential Asset Management
India
$312K +$26.6K +362 +9%
CC
611
Cipher Capital
New York
$312K +$318K +4,329 New
OTPPB
612
Ontario Teachers' Pension Plan Board
Ontario, Canada
$311K -$117K -1,594 -27%
FAB
613
First American Bank
Illinois
$311K
DWA
614
Douglass Winthrop Advisors
New York
$311K
TC
615
TownSquare Capital
Utah
$309K -$171K -2,333 -35%
PP
616
Paloma Partners
Connecticut
$307K +$33.5K +456 +12%
DJYG
617
David J. Yvars Group
Florida
$306K -$4.21M -57,340 -93%
Fisher Asset Management
618
Fisher Asset Management
Washington
$306K +$312K +4,249 New
OWMIAS
619
One Wealth Management Investment & Advisory Services
Florida
$306K +$312K +4,246 New
WI
620
WBI Investments
New Jersey
$304K +$310K +4,223 New
PPWP
621
Premier Path Wealth Partners
New Jersey
$303K +$321K +4,374 New
MC
622
Moors & Cabot
Massachusetts
$302K -$60.2K -820 -16%
FFN
623
Focus Financial Network
Minnesota
$296K +$302K +4,116 New
CCM
624
Coldstream Capital Management
Washington
$296K +$302K +4,113 New
EA
625
Everpar Advisors
Oklahoma
$296K +$302K +4,111 New

TTD Hedge Fund Activity: Q4 2023 in Review

925 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q4 2023, worth a combined $25.7B — down 1% from $26B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new TTD positions and 105 closed out — a net gain of 37 holders — while 351 added to existing stakes and 301 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.37B. The largest seller was Baillie Gifford & Co, cutting an estimated $273M.

  • 925 institutional investors held Trade Desk (TTD) as of Q4 2023, up from 896 in Q3 2023.
  • Funds reported $25.7B of Trade Desk stock for Q4 2023, down 1% quarter-over-quarter.
  • 142 funds opened new Trade Desk positions in Q4 2023 and 105 closed out, a net change of +37 holders.
  • The largest Trade Desk buyer in Q4 2023 was Morgan Stanley, an estimated $1.37B added.
  • The largest Trade Desk seller in Q4 2023 was Baillie Gifford & Co, an estimated $273M sold.

Based on aggregated 13F filings for Q4 2023.