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Trade Desk

917 hedge funds and large institutions have $25.7B invested in Trade Desk in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 346 increasing their positions, 301 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+27
Holders Change %
+3.03%
% of All Funds
13.44%
Holding in Top 10
15
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-46.43%
% of All Funds
0.22%
New
140
Increased
346
Reduced
301
Closed
105
Calls
$739M
Puts
$761M
Net Calls
-$22.2M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BP
651
Ballentine Partners
Massachusetts
$259K +$57.8K +803 +29%
TNA
652
True North Advisors
Texas
$259K +$259K +3,595 New
VCA
653
Verdence Capital Advisors
Maryland
$257K +$7.05K +98 +3%
UCB
654
United Community Bank
South Carolina
$255K
CWM
655
Centurion Wealth Management
Virginia
$255K +$18.8K +261 +8%
FFM
656
Forum Financial Management
Illinois
$253K +$7.63K +106 +3%
SP
657
Symmetry Partners
Connecticut
$252K -$292K -3,975 -54%
AFG
658
Alterity Financial Group
Maine
$249K -$30.9K -430 -11%
DACG
659
Donor Advised Charitable Giving
California
$248K
BWM
660
Baron Wealth Management
Michigan
$248K
BAM
661
Belpointe Asset Management
Nevada
$247K +$11.1K +154 +5%
MLM
662
Mount Lucas Management
Pennsylvania
$246K -$144 -2 -0.1%
ICP
663
Interchange Capital Partners
Pennsylvania
$245K +$245K +3,131 New
LCWP
664
Legacy Capital Wealth Partners
Arkansas
$243K
GGA
665
Granite Group Advisors
Connecticut
$242K +$242K +2,973 New
BCM
666
Brookstone Capital Management
Illinois
$241K -$25.5K -354 -10%
AC
667
Abbrea Capital
California
$241K -$7.19K -100 -3%
TFA
668
Transamerica Financial Advisors
Florida
$241K +$216K +2,998 +861%
AC
669
ASB Consultores
Florida
$241K +$1.8K +25 +0.8%
MF
670
Magnetar Financial
Illinois
$233K +$233K +3,235 New
PA
671
PFG Advisors
Arizona
$233K -$6.91K -96 -3%
GRP
672
Global Retirement Partners
California
$232K -$32.5K -510 -12%
NRG
673
Nemes Rush Group
Michigan
$232K +$17.5K +243 +8%
UM
674
UniSuper Management
Australia
$230K
ET
675
Equitable Trust
Tennessee
$229K -$769K -10,691 -77%