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Trade Desk

775 hedge funds and large institutions have $20.7B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 279 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 78

37% more capital invested

Capital invested by funds: $15.1B → $20.7B (+$5.58B)

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

5% more funds holding

Funds holding: 737775 (+38)

8% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 259

0.44% more ownership

Funds ownership: 75.4%75.84% (+0.44%)

21% less call options, than puts

Call options by funds: $655M | Put options by funds: $827M

Holders
775
Holders Change
+38
Holders Change %
+5.16%
% of All Funds
12.35%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
128
Increased
279
Reduced
259
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
626
Alta Advisers
United Kingdom
$91.4K
GA
627
GoalVest Advisory
New York
$90.1K
PMAM
628
Picton Mahoney Asset Management
Ontario, Canada
$80K +$69.2K +1,300 New
TCPG
629
Trivant Custom Portfolio Group
California
$77.8K +$68K +1,277 New
CT
630
Cambridge Trust
Massachusetts
$76.1K -$7.98K -150 -11%
WP
631
WealthPLAN Partners
Nebraska
$76.1K +$66.5K +1,250 New
DGAM
632
Desjardins Global Asset Management
Quebec, Canada
$74K -$6.23K -117 -9%
HCM
633
Hollencrest Capital Management
California
$73.1K
TFA
634
Toth Financial Advisory
Virginia
$73.1K
CI Investments Inc
635
CI Investments Inc
Ontario, Canada
$71K -$3.94K -74 -6%
IGWM
636
ICA Group Wealth Management
Colorado
$70.2K +$54.6K +1,025 +807%
FCA
637
FinTrust Capital Advisors
South Carolina
$68.6K
AAG
638
Armstrong Advisory Group
Massachusetts
$67.6K
HNB
639
Huntington National Bank
Ohio
$66.9K -$7.29K -137 -11%
CCA
640
Column Capital Advisors
Indiana
$66K +$8.68K +163 +18%
LFG
641
Larson Financial Group
Missouri
$62.6K -$41.8K -785 -43%
LWP
642
Lumature Wealth Partners
Georgia
$60.9K
KFP
643
KB Financial Partners
New Jersey
$58K +$17.5K +329 +53%
MA
644
Montag & Associates
Georgia
$54.9K -$2.77K -52 -5%
QCG
645
Quadrant Capital Group
Ohio
$51.9K +$10.6K +199 +30%
SCA
646
Stonebridge Capital Advisors
Minnesota
$51.8K
AAS
647
Ameritas Advisory Services
Nebraska
$51.1K +$44.5K +836 New
Pacer Advisors
648
Pacer Advisors
Pennsylvania
$51K +$35.7K +670 +399%
FCA
649
Fortis Capital Advisors
Kansas
$50.4K +$44.1K +828 New
AAP
650
Arax Advisory Partners
Colorado
$49.8K