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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 %
NRG
676
Nemes Rush Group
Michigan
$232K -$77.3K -989 -25%
PCS
677
Personal CFO Solutions
New Jersey
$232K +$1.09K +14 +0.5%
AWA
678
Arkadios Wealth Advisors
Georgia
$232K +$232K +2,972 New
WLPWM
679
Walled Lake Planning & Wealth Management
Illinois
$231K -$2.89K -37 -1%
PRS
680
Pinkerton Retirement Specialists
Idaho
$230K +$230K +2,941 New
ZIM
681
Zacks Investment Management
Illinois
$230K +$230K +2,939 New
BFC
682
Bedel Financial Consulting
Indiana
$229K – – –
DPI
683
Diversified Portfolios Inc
Michigan
$224K -$195K -2,498 -47%
VIM
684
Vista Investment Management
Pennsylvania
$224K -$44.1K -564 -16%
V
685
ViaWealth
Kansas
$223K -$49.6K -635 -18%
KPWS
686
Kestra Private Wealth Services
Texas
$223K +$223K +2,851 New
SIC
687
Sigma Investment Counselors
Michigan
$221K -$27.4K -350 -11%
LMKC
688
L.M. Kohn & Company
Ohio
$221K – – –
LA
689
Latitude Advisors
Florida
$220K +$10.4K +133 +5%
BC
690
Bridgefront Capital
Texas
$220K +$220K +2,813 New
BWFA
691
Baltimore-Washington Financial Advisors
Maryland
$220K +$781 +10 +0.4%
MFG
692
MidWestOne Financial Group
Iowa
$219K +$219K +2,806 New
BP
693
Ballentine Partners
Massachusetts
$219K +$8.21K +105 +4%
TCWM
694
Total Clarity Wealth Management
Illinois
$218K +$7.42K +95 +4%
TC
695
Truvestments Capital
Florida
$218K -$7.11K -91 -3%
DAM
696
Derbend Asset Management
Georgia
$218K -$46.1K -590 -17%
BFO
697
Boston Family Office
Massachusetts
$215K -$7.82K -100 -4%
GT
698
Greenleaf Trust
Michigan
$215K -$1.64K -21 -0.8%
HI
699
Harbour Investments
Wisconsin
$215K +$2.66K +34 +1%
DGAM
700
Desjardins Global Asset Management
Quebec, Canada
$214K +$214K +2,743 New
26 27
28
29 30