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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 %
CWM
701
Concentrum Wealth Management
California
$213K +$213K +2,722 New
SW
702
SVB Wealth
Massachusetts
$207K -$11.2K -143 -5%
EWA
703
Exencial Wealth Advisors
Oklahoma
$204K +$204K +2,615 New
HAS
704
HBW Advisory Services
California
$204K -$138K -1,774 -40%
WF
705
WoodTrust Financial
Wisconsin
$202K -$7.8K -100 -4%
WP
706
WMS Partners
Maryland
$202K +$202K +2,582 New
SA
707
Strategic Advisors
New York
$201K -$3.05K -39 -1%
AWE
708
Avidian Wealth Enterprises
Texas
$201K +$201K +2,575 New
HL
709
HeadInvest LLC
Maine
$194K +$194K +2,480 New
AF
710
Allworth Financial
California
$185K +$5.55K +71 +3%
SGA
711
Seaport Global Advisors
Massachusetts
$184K -$105K -1,349 -36%
PCM
712
Penserra Capital Management
California
$183K +$9.88K +127 +6%
CF
713
Centaurus Financial
California
$178K – – –
SSB
714
Sandy Spring Bank
Maryland
$175K +$20.2K +259 +13%
LC
715
Lindbrook Capital
California
$174K -$12.1K -155 -7%
HWP
716
Highline Wealth Partners
California
$173K -$27.4K -350 -14%
RDFA
717
Ritter Daniher Financial Advisory
Ohio
$163K +$22K +281 +16%
SPM
718
Symmetry Peak Management
Pennsylvania
$156K -$356K -4,550 -69%
CLOS
719
Compagnie Lombard Odier SCmA
Switzerland
$156K – – –
AWM
720
Avondale Wealth Management
Texas
$156K – – –
TSW
721
Thompson Siegel & Walmsley
Virginia
$156K +$156K +2,000 New
IUHSA
722
Itau Unibanco Holding S.A.
Brazil
$148K +$132K +1,686 +799%
TWM
723
Tradition Wealth Management
Minnesota
$148K – – –
EWA
724
EverSource Wealth Advisors
Alabama
$148K +$860 +11 +0.6%
AWM
725
Abound Wealth Management
Tennessee
$147K – – –
27 28
29
30 31