We are live on ! Find out more
TTD icon

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
BAM
676
Baldrige Asset Management
Pennsylvania
$30K +$25.8K +485 New
GIA
677
GHP Investment Advisors
Colorado
$28.9K +$2.66K +50 +12%
TWA
678
TCI Wealth Advisors
Arizona
$27.7K +$479 +9 +2%
TFP
679
Tilia Fiduciary Partners
North Carolina
$27.4K
MPWT
680
MassMutual Private Wealth & Trust
Connecticut
$26.2K -$34.8K -653 -60%
CAM
681
Chesapeake Asset Management
New York
$25.9K +$22.6K +425 New
BF
682
BOK Financial
Oklahoma
$25.7K +$22.5K +422 New
GBT
683
Grove Bank & Trust
Florida
$23.3K +$3.83K +72 +23%
CWA
684
Clearview Wealth Advisors
Oregon
$23.1K
RMC
685
Resources Management Corp
Connecticut
$23K -$112K -2,095 -80%
PP
686
Pacifica Partners
Canada
$22.4K +$19.7K +370 New
SFG
687
Steward Financial Group
Texas
$21K +$905 +17 +5%
FSWA
688
Financial Synergies Wealth Advisors
Texas
$19.6K +$532 +10 +3%
RTC
689
Riverview Trust Company
Washington
$18.7K
QC
690
Quent Capital
New York
$18.5K +$2.4K +45 +17%
TCM
691
TD Capital Management
Tennessee
$18.3K
AA
692
Ancora Advisors
Ohio
$18.3K +$10.6K +200 +200%
LFA
693
Level Financial Advisors
New York
$18.3K +$16K +300 New
FMTCOCP
694
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K
ST
695
Smithfield Trust
Pennsylvania
$17K
SA
696
SRH Advisors
Kansas
$17K
CAC
697
Core Alternative Capital
Georgia
$15.7K -$532 -10 -4%
PMFA
698
Plante Moran Financial Advisors
Michigan
$15.2K
C
699
Covestor
United Kingdom
$15K -$85.6K -1,608 -86%
SWM
700
Sugarloaf Wealth Management
Georgia
$14.7K