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Trade Desk

890 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, 323 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
890
Holders Change
+37
Holders Change %
+4.34%
% of All Funds
14.19%
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
323
Closed
76
Calls
$794M
Puts
$792M
Net Calls
+$1.98M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
726
Abound Wealth Management
Tennessee
$147K
NFSG
727
Newbridge Financial Services Group
Florida
$147K +$11.7K +150 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
728
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142K -$257K -3,289 -64%
AAM
729
Advisors Asset Management
Colorado
$136K +$37.6K +481 +38%
UB
730
UMB Bank
Missouri
$131K
CUAMC
731
China Universal Asset Management Company
China
$130K +$130K +1,663 New
Bessemer Group
732
Bessemer Group
New Jersey
$129K +$2.03K +26 +2%
TIM
733
Thompson Investment Management
Wisconsin
$122K
FCA
734
FinTrust Capital Advisors
South Carolina
$120K
AA
735
Alta Advisers
United Kingdom
$117K
RMC
736
Resources Management Corp
Connecticut
$113K -$70.9K -910 -39%
AssetMark Inc
737
AssetMark Inc
California
$100K +$7.19K +92 +8%
CI Investments Inc
738
CI Investments Inc
Ontario, Canada
$100K +$3.82K +49 +4%
TFA
739
Toth Financial Advisory
Virginia
$96.8K -$292K -3,737 -75%
JFGIW
740
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$92.2K +$53.1K +680 +136%
T
741
TOBAM
France
$91K -$40.7K -518 -31%
CCA
742
Column Capital Advisors
Indiana
$87.2K +$2.5K +32 +3%
BEI
743
Benjamin Edwards Inc
Missouri
$85K +$85K +1,084 New
KFP
744
KB Financial Partners
New Jersey
$83K
VSQM
745
V-Square Quantitative Management
Illinois
$79.9K
GA
746
GoalVest Advisory
New York
$78.3K -$37.4K -478 -32%
WPWM
747
Western Pacific Wealth Management
Illinois
$78.2K
HCM
748
Hollencrest Capital Management
California
$74.2K -$19.5K -250 -21%
CT
749
Cambridge Trust
Massachusetts
$73.7K
GCS
750
Gordian Capital (Singapore)
Singapore
$71.2K +$70.3K +900 +8,182%