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Trade Desk

746 hedge funds and large institutions have $22.4B invested in Trade Desk in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 286 increasing their positions, 230 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

24% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 230

17% more capital invested

Capital invested by funds: $19.2B → $22.4B (+$3.21B)

14% more call options, than puts

Call options by funds: $2.17B | Put options by funds: $1.9B

6% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 115

0% more funds holding

Funds holding: 745746 (+1)

624.83% less ownership

Funds ownership: 692.01%67.18% (-625%)

Holders
746
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
12.99%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
122
Increased
286
Reduced
230
Closed
115
Calls
$2.17B
Puts
$1.9B
Net Calls
+$272M
Net Calls Change
+$352M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
701
Webster Bank
Connecticut
$13K -$224K -3,500 -95%
RDFA
702
Ritter Daniher Financial Advisory
Ohio
$13K
FP
703
Financial Perspectives
Minnesota
$12.4K -$6.65M -104,110 -100%
MIFH
704
Migdal Insurance & Financial Holdings
Israel
$12K -$14.1K -220 -59%
IFAM
705
Institutional & Family Asset Management
Colorado
$12K -$3.83K -60 -27%
AFS
706
Annapolis Financial Services
Maryland
$12K
Bessemer Group
707
Bessemer Group
New Jersey
$12K
AIC
708
Archer Investment Corporation
Indiana
$10.1K
SIS
709
Sound Income Strategies
Florida
$9K -$55.6K -870 -88%
TFO
710
Tarbox Family Office
California
$9K
BCH
711
Berkshire Capital Holdings
California
$8K -$26.1M -409,000 -100%
NL
712
NVWM LLC
Pennsylvania
$8K -$292K -4,570 -98%
BC
713
Burleson & Co
California
$8K
PWA
714
Phoenix Wealth Advisors
North Carolina
$8K
CFO
715
CVA Family Office
Colorado
$8K +$6.39K +100 New
EWM
716
Evermay Wealth Management
Virginia
$8K +$6.39K +100 New
SCA
717
Stonebridge Capital Advisors
Minnesota
$7K -$5.75K -90 -90%
RCA
718
Ranch Capital Advisors
Florida
$7K -$3.83K -60 Closed
Nisa Investment Advisors
719
Nisa Investment Advisors
Missouri
$6.15K +$4.73M +74,000 +1,358%
JWA
720
JFS Wealth Advisors
Pennsylvania
$5K -$6.39K -100 -59%
AssetMark Inc
721
AssetMark Inc
California
$5K +$3.83K +60 New
PWS
722
Paragon Wealth Strategies
Florida
$5K +$3.83K +60 New
GAM
723
Gemmer Asset Management
California
$5K +$4.47K +70 New
APWA
724
Atlas Private Wealth Advisors
New Jersey
$4K +$3.19K +50 New
BWA
725
BDO Wealth Advisors
Florida
$3K