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Trade Desk

741 hedge funds and large institutions have $19.2B invested in Trade Desk in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 292 increasing their positions, 256 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-18
Holders Change %
-2.37%
% of All Funds
13.05%
Holding in Top 10
16
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-50%
% of All Funds
0.28%
New
99
Increased
292
Reduced
256
Closed
108
Calls
$1.6B
Puts
$1.68B
Net Calls
-$80.3M
Net Calls Change
+$286M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
651
Lindbrook Capital
California
$40K +$9.18K +140 +30%
AIM
652
Anchor Investment Management
South Carolina
$38.4K
CA
653
Clearstead Advisors
Ohio
$38K +$18K +280 +90%
AW
654
Avion Wealth
Texas
$38K +$31.4K +480 +480%
MWP
655
Meridian Wealth Partners
Pennsylvania
$38K +$38K +570 New
EP
656
Eudaimonia Partners
Tennessee
$36K +$643 +10 +2%
BFC
657
Bedel Financial Consulting
Indiana
$36K +$13.7K +210 +62%
WT
658
Washington Trust
Rhode Island
$36K +$36K +550 New
SFPG
659
Stonebridge Financial Planning Group
Florida
$35K
TWM
660
Tradition Wealth Management
Minnesota
$34K
CAGAS
661
Capital Advisory Group Advisory Services
Minnesota
$33K -$277K -4,190 -89%
PMFA
662
Plante Moran Financial Advisors
Michigan
$33K
CLOS
663
Compagnie Lombard Odier SCmA
Switzerland
$33K
TCM
664
Tradewinds Capital Management
Washington
$33K
AF
665
Allworth Financial
California
$32K +$32K +490 New
CWA
666
Clearview Wealth Advisors
Oregon
$27K
SIM
667
Sonora Investment Management
Arizona
$27K +$659 +10 +3%
CCM
668
Covington Capital Management
California
$26K
CI
669
CX Institutional
Indiana
$26K
AIP
670
Ameritas Investment Partners
Nebraska
$26K
MIFH
671
Migdal Insurance & Financial Holdings
Israel
$24K +$24K +370 New
SSB
672
Sandy Spring Bank
Maryland
$23K +$6.77K +100 +42%
PB
673
Pinnacle Bancorp
Nebraska
$22K
TWA
674
TCI Wealth Advisors
Arizona
$22K +$8.67K +130 +65%
GWS
675
Glassman Wealth Services
Virginia
$22K +$18K +270 +450%