TTD icon

Trade Desk

743 hedge funds and large institutions have $22.4B invested in Trade Desk in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 284 increasing their positions, 229 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
12.97%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
122
Increased
284
Reduced
229
Closed
114
Calls
$2.17B
Puts
$1.9B
Net Calls
+$272M
Net Calls Change
+$352M
Name Holding Trade Value Shares
Change
Shares
Change %
PGAM
651
Princeton Global Asset Management
New Jersey
$50K
LFG
652
Larson Financial Group
Missouri
$49K -$38.6K -498 -44%
JCM
653
Jacobi Capital Management
Pennsylvania
$48K +$46.5K +600 +3,000%
GEA
654
Glen Eagle Advisors
New Jersey
$48K
MA
655
Montag & Associates
Georgia
$46K -$53K -680 -54%
WQ
656
Wealth Quarterback
New Jersey
$46K +$46K +590 New
AIM
657
Anchor Investment Management
South Carolina
$45.6K
BWM
658
BerganKDV Wealth Management
Minnesota
$42K +$35.7K +457 +571%
FI
659
FormulaFolio Investments
Michigan
$40K +$16.7K +214 +71%
TCM
660
Tradewinds Capital Management
Washington
$39K
BAM
661
Bellevue Asset Management
Washington
$39K +$39K +500 New
JWM
662
Janiczek Wealth Management
Colorado
$39K +$39K +500 New
CWC
663
Carolinas Wealth Consulting
North Carolina
$39K +$39K +500 New
AF
664
Allworth Financial
California
$38K
GWS
665
Glassman Wealth Services
Virginia
$35K +$9.45K +122 +37%
SIM
666
Sonora Investment Management
Arizona
$32K
EFSCE
667
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$15.6K +200 +95%
NFG
668
Next Financial Group
Texas
$31K -$26.6K -351 -46%
CI
669
CX Institutional
Indiana
$31K
CCM
670
Covington Capital Management
California
$31K
AIP
671
Ameritas Investment Partners
Nebraska
$30K
HI
672
Hudock Inc
Pennsylvania
$29K -$45K -590 -61%
CWA
673
Clearview Wealth Advisors
Oregon
$29K -$3.05K -40 -10%
TPCW
674
TD Private Client Wealth
New York
$28.5K +$28.5K +368 New
SSB
675
Sandy Spring Bank
Maryland
$27K