We are live on ! Find out more
TTD icon

Trade Desk

775 hedge funds and large institutions have $20.7B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 279 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 78

37% more capital invested

Capital invested by funds: $15.1B → $20.7B (+$5.58B)

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

5% more funds holding

Funds holding: 737775 (+38)

8% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 259

0.44% more ownership

Funds ownership: 75.4%75.84% (+0.44%)

21% less call options, than puts

Call options by funds: $655M | Put options by funds: $827M

Holders
775
Holders Change
+38
Holders Change %
+5.16%
% of All Funds
12.35%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
128
Increased
279
Reduced
259
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
701
Glen Eagle Advisors
New Jersey
$14.6K
Commonwealth Equity Services
702
Commonwealth Equity Services
Massachusetts
$14.2K +$153K +2,866 +1%
BTI
703
Blue Trust Inc
Georgia
$14K +$4.47K +84 +35%
PB
704
Pinnacle Bancorp
Nebraska
$13.5K
NC
705
NewSquare Capital
Pennsylvania
$13.3K +$8.14K +153 +235%
FFA
706
Farther Finance Advisors
California
$13.2K +$10K +188 +648%
OA
707
Operose Advisors
Wisconsin
$12.2K -$26.6K -500 -71%
TCM
708
Tradewinds Capital Management
Washington
$12.2K -$798 -15 -7%
AIP
709
Ameritas Investment Partners
Nebraska
$12.2K
WOC
710
West Oak Capital
California
$12.2K
MIFH
711
Migdal Insurance & Financial Holdings
Israel
$12K +$6.97K +131 +185%
BIA
712
Bell Investment Advisors
California
$11.9K -$1.33K -25 -11%
PCM
713
Pointe Capital Management
Michigan
$11.9K +$10.4K +195 New
GWS
714
Glassman Wealth Services
Virginia
$11.2K -$1.76K -33 -15%
ZB
715
Zions Bancorporation
Utah
$11.1K -$8.3K -156 -46%
TPCW
716
TD Private Client Wealth
New York
$10.9K -$3.41K -64 -26%
CA
717
Crewe Advisors
Utah
$10.4K -$6.28K -118 -41%
Jones Financial Companies
718
Jones Financial Companies
Missouri
$9.75K -$2.66K -50 -24%
CCP
719
Carmel Capital Partners
California
$9.75K +$8.52K +160 New
CFB
720
Cullen/Frost Bankers
Texas
$9.69K +$8.46K +159 New
SIC
721
Salem Investment Counselors
North Carolina
$9.14K
WB
722
Webster Bank
Connecticut
$9.14K
IUHSA
723
Itau Unibanco Holding S.A.
Brazil
$9.02K
RWPA
724
Richard W. Paul & Associates
Michigan
$8.28K -$798 -15 -10%
VF
725
VitalStone Financial
Texas
$8K -$213 -4 -5%