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Trade Desk

741 hedge funds and large institutions have $19.2B invested in Trade Desk in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 292 increasing their positions, 256 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-18
Holders Change %
-2.37%
% of All Funds
13.05%
Holding in Top 10
16
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-50%
% of All Funds
0.28%
New
99
Increased
292
Reduced
256
Closed
108
Calls
$1.6B
Puts
$1.68B
Net Calls
-$80.3M
Net Calls Change
+$286M
Name Holding Trade Value Shares
Change
Shares
Change %
RDFA
701
Ritter Daniher Financial Advisory
Ohio
$11K
JWA
702
JFS Wealth Advisors
Pennsylvania
$11K +$6.47K +100 +143%
CFA
703
Carroll Financial Associates
North Carolina
$11K +$9.17K +150 +500%
ACM
704
Allred Capital Management
Texas
$10.4K +$10.4K +160 New
SBL
705
Sargent Bickham Lagudis
Colorado
$10K -$182K -2,910 -95%
PFGIA
706
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$18.7K -280 -65%
CCA
707
Column Capital Advisors
Indiana
$10K -$2.67K -40 -21%
Bessemer Group
708
Bessemer Group
New Jersey
$10K
AFS
709
Annapolis Financial Services
Maryland
$10K
AIC
710
Archer Investment Corporation
Indiana
$8.47K +$8.47K +130 New
TFO
711
Tarbox Family Office
California
$7K
AS
712
Altshuler Shaham
Israel
$7K +$1.4K +20 +25%
SCA
713
Stonebridge Capital Advisors
Minnesota
$7K +$7K +100 New
BC
714
Burleson & Co
California
$7K +$7K +100 New
PWA
715
Phoenix Wealth Advisors
North Carolina
$7K +$7K +100 New
BWM
716
BerganKDV Wealth Management
Minnesota
$5K +$625 +10 +14%
DSC
717
Duncker Streett & Co
Missouri
$3K
BWA
718
BDO Wealth Advisors
Florida
$3K +$3K +40 New
FIA
719
FNY Investment Advisers
New York
$3K +$3K +50 New
RCA
720
Ranch Capital Advisors
Florida
$3K +$3K +60 New
HWM
721
HighMark Wealth Management
Minnesota
$2K -$1.33K -20 -40%
CA
722
Crewe Advisors
Utah
$2K
PFBT
723
Parkside Financial Bank & Trust
Missouri
$2K +$667 +10 +50%
T2I
724
Turim 21 Investimentos
Brazil
$2K +$2K +30 New
VNA
725
Valley National Advisers
Pennsylvania
$2K +$2K +30 New