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Trade Desk

769 hedge funds and large institutions have $20.6B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 275 increasing their positions, 258 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+37
Holders Change %
+5.05%
% of All Funds
12.31%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
127
Increased
275
Reduced
258
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
626
WealthPLAN Partners
Nebraska
$76.1K +$76.1K +1,250 New
DGAM
627
Desjardins Global Asset Management
Quebec, Canada
$74K -$7.16K -117 -9%
TFA
628
Toth Financial Advisory
Virginia
$73.1K
HCM
629
Hollencrest Capital Management
California
$73.1K
CI Investments Inc
630
CI Investments Inc
Ontario, Canada
$71K -$4.49K -74 -6%
IGWM
631
ICA Group Wealth Management
Colorado
$70.2K +$62.4K +1,025 +807%
FCA
632
FinTrust Capital Advisors
South Carolina
$68.6K
AAG
633
Armstrong Advisory Group
Massachusetts
$67.6K
HNB
634
Huntington National Bank
Ohio
$66.9K -$8.35K -137 -11%
CCA
635
Column Capital Advisors
Indiana
$66K +$9.93K +163 +18%
LFG
636
Larson Financial Group
Missouri
$62.6K -$47.8K -785 -43%
LWP
637
Lumature Wealth Partners
Georgia
$60.9K
KFP
638
KB Financial Partners
New Jersey
$58K +$20.1K +329 +53%
MA
639
Montag & Associates
Georgia
$54.9K -$3.17K -52 -5%
QCG
640
Quadrant Capital Group
Ohio
$51.9K +$12.1K +199 +30%
SCA
641
Stonebridge Capital Advisors
Minnesota
$51.8K
AAS
642
Ameritas Advisory Services
Nebraska
$51.1K +$51.1K +836 New
Pacer Advisors
643
Pacer Advisors
Pennsylvania
$51K +$40.8K +670 +399%
FCA
644
Fortis Capital Advisors
Kansas
$50.4K +$50.4K +828 New
AAP
645
Arax Advisory Partners
Colorado
$49.8K
GAAM
646
Guinness Atkinson Asset Management
California
$48.7K -$6.09K -100 -11%
SIS
647
Strategic Investment Solutions
Illinois
$48.7K +$48.7K +800 New
ATC
648
Adirondack Trust Company
New York
$48.7K
AssetMark Inc
649
AssetMark Inc
California
$48.5K +$2.38K +39 +5%
MCM
650
Manchester Capital Management
Vermont
$43.4K -$246K -4,031 -85%