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Trade Desk

769 hedge funds and large institutions have $20.6B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 275 increasing their positions, 258 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+37
Holders Change %
+5.05%
% of All Funds
12.31%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
127
Increased
275
Reduced
258
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Shares
Change %
BF
676
BOK Financial
Oklahoma
$25.7K +$25.7K +422 New
GBT
677
Grove Bank & Trust
Florida
$23.3K +$4.39K +72 +23%
CWA
678
Clearview Wealth Advisors
Oregon
$23.1K
RMC
679
Resources Management Corp
Connecticut
$23K -$91.8K -2,095 -80%
PP
680
Pacifica Partners
Canada
$22.4K +$22.4K +370 New
SFG
681
Steward Financial Group
Texas
$21K +$992 +17 +5%
FSWA
682
Financial Synergies Wealth Advisors
Texas
$19.6K +$609 +10 +3%
RTC
683
Riverview Trust Company
Washington
$18.7K
QC
684
Quent Capital
New York
$18.5K +$2.74K +45 +17%
TCM
685
TD Capital Management
Tennessee
$18.3K
AA
686
Ancora Advisors
Ohio
$18.3K +$12.2K +200 +200%
LFA
687
Level Financial Advisors
New York
$18.3K +$18.3K +300 New
FMTCOCP
688
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K
ST
689
Smithfield Trust
Pennsylvania
$17K
SA
690
SRH Advisors
Kansas
$17K
CAC
691
Core Alternative Capital
Georgia
$15.7K -$609 -10 -4%
PMFA
692
Plante Moran Financial Advisors
Michigan
$15.2K
C
693
Covestor
United Kingdom
$15K -$96.1K -1,608 -86%
SWM
694
Sugarloaf Wealth Management
Georgia
$14.7K
GEA
695
Glen Eagle Advisors
New Jersey
$14.6K
Commonwealth Equity Services
696
Commonwealth Equity Services
Massachusetts
$14.2K +$175 +2,866 +1%
BTI
697
Blue Trust Inc
Georgia
$14K +$3.64K +84 +35%
PB
698
Pinnacle Bancorp
Nebraska
$13.5K
NC
699
NewSquare Capital
Pennsylvania
$13.3K +$9.32K +153 +235%
FFA
700
Farther Finance Advisors
California
$13.2K +$11.5K +188 +648%