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Trade Desk
TTD

737 hedge funds and large institutions have $15.1B invested in Trade Desk in 2022 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 252 increasing their positions, 263 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $715M | Put options by funds: $626M

9% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 109

0.73% more ownership

Funds ownership: 74.67% → 75.4% (+0.73%)

1% less funds holding

Funds holding: 741 → 737 (-4)

4% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 263

24% less capital invested

Capital invested by funds: $19.8B → $15.1B (-$4.73B)

45% less funds holding in top 10

Funds holding in top 10: 31 → 17 (-14)

Holders
737
Holders Change
-4
Holders Change %
-0.54%
% of All Funds
11.85%
Holding in Top 10
17
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-45.16%
% of All Funds
0.27%
New
119
Increased
252
Reduced
263
Closed
109
Calls
$715M
Puts
$626M
Net Calls
+$89.1M
Net Calls Change
+$194M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$176M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$129M
3
Goldman Sachs
Goldman Sachs
New York
+$67.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$64.7M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$62.9M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$132M
2
Renaissance Technologies
Renaissance Technologies
New York
-$84.3M
3
Marshall Wace
Marshall Wace
United Kingdom
-$80M
4
JCAM
Jericho Capital Asset Management
New York
-$70.1M
5
Morgan Stanley
Morgan Stanley
New York
-$67.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
701
Riggs Asset Management
Pennsylvania
$2.73K -$4.56K -90 -60%
BHWM
702
Beaird Harris Wealth Management
Texas
$2.47K – – –
KFI
703
Key Financial Inc
Pennsylvania
$2.39K – – –
DCM
704
Davidson Capital Management
Texas
$2.15K -$710 -14 -23%
SWM
705
Sanctuary Wealth Management
Idaho
$2.15K +$2.43K +48 New
CAL
706
Capital Advisors Ltd
Ohio
$2K +$811 +16 +41%
Bessemer Group
707
Bessemer Group
New Jersey
$2K +$2.38K +47 New
DCBT
708
Dakota Community Bank & Trust
North Dakota
$2K +$2.79K +55 New
CWP
709
Concord Wealth Partners
Virginia
$1.84K +$2.08K +41 New
DSC
710
Duncker Streett & Co
Missouri
$1.79K – – –
MIM
711
Macroview Investment Management
Maryland
$1.79K – – –
IAA
712
Independent Advisor Alliance
North Carolina
$1.75K +$4.82K +95 +0.2%
VWM
713
Valley Wealth Managers
New Jersey
$1.34K -$1.01K -20 -40%
FFA
714
Farther Finance Advisors
California
$1.3K +$1.47K +29 New
BBPWM
715
Blue Bell Private Wealth Management
Pennsylvania
$1.25K – – –
HWM
716
HighMark Wealth Management
Minnesota
$1.08K +$608 +12 +100%
SWA
717
Sutton Wealth Advisors
Florida
$1.03K +$51 +1 +5%
ANBT
718
American National Bank & Trust
Texas
$1K – – –
CAL
719
Capital Analysts LLC
Pennsylvania
$1K – – –
GCS
720
Gordian Capital (Singapore)
Singapore
$1K – – –
HCM
721
Horrell Capital Management
Arkansas
$1K +$507 +10 +67%
CA
722
Centerpoint Advisors
Massachusetts
$1K +$761 +15 New
HIA
723
Harbor Investment Advisory
Maryland
$897 – – –
PWS
724
Paragon Wealth Strategies
Florida
$852 -$2.08K -41 -68%
SIC
725
SJS Investment Consulting
Ohio
$852 +$203 +4 +27%
27 28
29
30 31

TTD Hedge Fund Activity: Q4 2022 in Review

737 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q4 2022, worth a combined $15.1B — down 24% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new TTD positions and 109 closed out — a net gain of 10 holders — while 252 added to existing stakes and 263 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $176M. The largest seller was Jennison Associates, cutting an estimated $132M.

  • 737 institutional investors held Trade Desk (TTD) as of Q4 2022, down from 741 in Q3 2022.
  • Funds reported $15.1B of Trade Desk stock for Q4 2022, down 24% quarter-over-quarter.
  • 119 funds opened new Trade Desk positions in Q4 2022 and 109 closed out, a net change of +10 holders.
  • The largest Trade Desk buyer in Q4 2022 was JP Morgan Chase, an estimated $176M added.
  • The largest Trade Desk seller in Q4 2022 was Jennison Associates, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2022.