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Trade Desk
TTD

Overview Fund Activity

889 hedge funds and large institutions have $26B invested in Trade Desk in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 321 increasing their positions, 322 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+37
Holders Change %
+4.34%
% of All Funds
14.18%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.45%
New
122
Increased
321
Reduced
322
Closed
76
Calls
$794M
Puts
$792M
Net Calls
+$1.98M
Net Calls Change
-$33.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$251M
2
EAM
2
Eagle Asset Management
Florida
$99M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$592M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.6B
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$205M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.13B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$700M
3
Goldman Sachs
3
Goldman Sachs
New York
$157M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
651
Forum Financial Management
Illinois
$267K +$42K +538 +19%
LCWP
652
Legacy Capital Wealth Partners
Arkansas
$264K +$264K +3,380 New
WPC
653
Wedmont Private Capital
Pennsylvania
$262K +$55.7K +664 +27%
CGH
654
Crossmark Global Holdings
Texas
$262K -$5.71K -67 -2%
PA
655
PFG Advisors
Arizona
$260K +$5.24K +67 +2%
AC
656
ASB Consultores
Florida
$260K -$290K -3,713 -53%
HNB
657
Huntington National Bank
Ohio
$258K -$105K -1,348 -29%
BAM
658
Belpointe Asset Management
Nevada
$257K -$30.2K -387 -11%
Bank of Nova Scotia
659
Bank of Nova Scotia
Ontario, Canada
$257K +$257K +3,284 New
CWM
660
Centurion Wealth Management
Virginia
$256K +$256K +3,276 New
GCP
661
Gill Capital Partners
Colorado
$254K -$75.7K -969 -23%
UM
662
UniSuper Management
Australia
$250K – – –
MWM
663
Modera Wealth Management
New Jersey
$250K -$188K -2,408 -43%
LA
664
Lane & Associates
New Jersey
$248K +$13.3K +170 +6%
GG
665
Golden Green
South Carolina
$245K -$3.91K -50 -2%
OFG
666
Oxford Financial Group
Indiana
$238K +$238K +3,044 New
FMLI
667
Fukoku Mutual Life Insurance
Japan
$237K -$28.1K -360 -11%
IFS
668
Ifrah Financial Services
Arkansas
$235K -$1.8K -23 -0.8%
CBA
669
Coastal Bridge Advisors
Connecticut
$234K – – –
CGIM
670
Cannon Global Investment Management
Florida
$234K +$234K +3,000 New
MLL
671
Moody Lynn & Lieberson
Massachusetts
$234K +$234K +3,000 New
JC
672
Jacobs & Co
California
$234K – – –
SWM
673
Shelton Wealth Management
Texas
$234K -$547 -7 -0.2%
MFG
674
Merit Financial Group
Georgia
$233K -$111K -1,420 -32%
SC
675
Scotia Capital
Ontario, Canada
$233K -$3.44K -44 -1%
25 26
27
28 29