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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
CFO
726
CVA Family Office
Colorado
$7.92K +$6.92K +130 New
OLVIG
727
Oliver Lagore Vanvalin Investment Group
Michigan
$7.74K -$1.54K -29 -19%
AWM
728
Avior Wealth Management
Nebraska
$7.61K
FP
729
Financial Perspectives
Minnesota
$7.55K
JWA
730
JFS Wealth Advisors
Pennsylvania
$7.49K +$745 +14 +13%
LOIM
731
Liberty One Investment Management
Illinois
$7.13K +$6.23K +117 New
BBHC
732
Brown Brothers Harriman & Co
New York
$6.27K +$5.48K +103 New
BWA
733
BDO Wealth Advisors
Florida
$6.09K -$24.9K -467 -82%
BLC
734
Brown, Lisle/Cummings
Rhode Island
$6.09K
GI
735
Gradient Investments
Minnesota
$6.09K
WAM
736
WFA Asset Management
Wisconsin
$6.09K
TFGT
737
TS Financial Group (TSFG)
Illinois
$6K
DCM
738
Davidson Capital Management
Texas
$5.06K +$1.86K +35 +73%
2L
739
25 LLC
Missouri
$5.04K +$4.15K +78 New
AP
740
Arlington Partners
Alabama
$4.57K +$3.99K +75 New
HWM
741
HighMark Wealth Management
Minnesota
$4.51K +$2.66K +50 +208%
CAL
742
Capital Advisors Ltd
Ohio
$4K +$213 +4 +7%
BWL
743
Bogart Wealth LLC
Virginia
$3.9K
RAM
744
Riggs Asset Management
Pennsylvania
$3.72K
WT
745
Whittier Trust
California
$3.65K +$3.19K +60 New
BHWM
746
Beaird Harris Wealth Management
Texas
$3.35K
DCBT
747
Dakota Community Bank & Trust
North Dakota
$3.35K
ADL
748
Asset Dedication LLC
California
$3K
CWP
749
Concord Wealth Partners
Virginia
$2.5K
MIM
750
Macroview Investment Management
Maryland
$2.44K