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Trade Desk

746 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, 286 increasing their positions, 230 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

24% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 230

17% more capital invested

Capital invested by funds: $19.2B → $22.4B (+$3.21B)

14% more call options, than puts

Call options by funds: $2.17B | Put options by funds: $1.9B

6% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 115

0% more funds holding

Funds holding: 745746 (+1)

624.83% less ownership

Funds ownership: 692.01%67.18% (-625%)

Holders
746
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
12.99%
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
286
Reduced
230
Closed
115
Calls
$2.17B
Puts
$1.9B
Net Calls
+$272M
Net Calls Change
+$352M
Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
651
Brewin Dolphin Wealth Management
Ireland
$55.7K
TFM
652
TFC Financial Management
Massachusetts
$51K
AWA
653
Arkadios Wealth Advisors
Georgia
$51K +$42.2K +660 New
PGAM
654
Princeton Global Asset Management
New Jersey
$50K
LFG
655
Larson Financial Group
Missouri
$49K -$31.8K -498 -44%
JCM
656
Jacobi Capital Management
Pennsylvania
$48K +$38.3K +600 +3,000%
GEA
657
Glen Eagle Advisors
New Jersey
$48K
MA
658
Montag & Associates
Georgia
$46K -$43.5K -680 -54%
WQ
659
Wealth Quarterback
New Jersey
$46K +$37.7K +590 New
AIM
660
Anchor Investment Management
South Carolina
$45.6K
BWM
661
BerganKDV Wealth Management
Minnesota
$42K +$29.2K +457 +571%
FI
662
FormulaFolio Investments
Michigan
$40K +$13.7K +214 +71%
TCM
663
Tradewinds Capital Management
Washington
$39K
BAM
664
Bellevue Asset Management
Washington
$39K +$31.9K +500 New
CWC
665
Carolinas Wealth Consulting
North Carolina
$39K +$31.9K +500 New
JWM
666
Janiczek Wealth Management
Colorado
$39K +$31.9K +500 New
AF
667
Allworth Financial
California
$38K
GWS
668
Glassman Wealth Services
Virginia
$35K +$7.8K +122 +37%
SIM
669
Sonora Investment Management
Arizona
$32K
EFSCE
670
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$12.8K +200 +95%
NFG
671
Next Financial Group
Texas
$31K -$22.4K -351 -46%
CCM
672
Covington Capital Management
California
$31K
CI
673
CX Institutional
Indiana
$31K
AIP
674
Ameritas Investment Partners
Nebraska
$30K
HI
675
Hudock Inc
Pennsylvania
$29K -$37.7K -590 -61%