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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
GAAM
651
Guinness Atkinson Asset Management
California
$48.7K -$5.32K -100 -11%
SIS
652
Strategic Investment Solutions
Illinois
$48.7K +$42.6K +800 New
ATC
653
Adirondack Trust Company
New York
$48.7K
AssetMark Inc
654
AssetMark Inc
California
$48.5K +$2.08K +39 +5%
MCM
655
Manchester Capital Management
Vermont
$43.4K -$215K -4,031 -85%
JWM
656
Janiczek Wealth Management
Colorado
$43.3K -$373 -7 -1%
RI
657
Ridgewood Investments
New Jersey
$42.6K +$37.3K +700 New
AAM
658
Advisors Asset Management
Colorado
$41.1K -$56K -1,052 -61%
EWM
659
Evermay Wealth Management
Virginia
$40.8K
VNA
660
Valley National Advisers
Pennsylvania
$40K +$12.1K +228 +54%
PPC
661
Park Place Capital
Alabama
$39.2K +$22.5K +423 +191%
PGAM
662
Princeton Global Asset Management
New Jersey
$39K
PFBT
663
Parkside Financial Bank & Trust
Missouri
$38.1K +$9.9K +186 +42%
WTC
664
WhitTier Trust Company
Nevada
$36.5K
LS
665
Livforsakringsbolaget Skandia
Sweden
$36.5K
RA
666
Rise Advisors
New York
$36.2K -$2.66K -50 -8%
BWM
667
BerganKDV Wealth Management
Minnesota
$34.2K
QL
668
Quarry LP
New York
$31.4K -$17.7K -333 -39%
TCA
669
Trifecta Capital Advisors
Illinois
$31.1K
FIA
670
FNY Investment Advisers
New York
$31K -$84.2K -1,582 -76%
CA
671
Clearstead Advisors
Ohio
$30.8K +$1.76K +33 +7%
First Manhattan
672
First Manhattan
New York
$30.5K
JFGIW
673
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30.5K
NECFA
674
New England Capital Financial Advisors
Connecticut
$30.5K
YAL
675
Your Advocates Ltd
Texas
$30.5K