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Trade Desk
TTD

Overview Fund Activity

778 hedge funds and large institutions have $22B invested in Trade Desk in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 285 increasing their positions, 307 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
-87
Holders Change %
-10.06%
% of All Funds
12.31%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.36%
New
77
Increased
285
Reduced
307
Closed
154
Calls
$905M
Puts
$981M
Net Calls
-$76M
Net Calls Change
+$187M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$720M
2
Morgan Stanley
Morgan Stanley
New York
+$487M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$176M
4
American Century Companies
American Century Companies
Missouri
+$119M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$119M

Top Sellers

1
JCM
Jag Capital Management
Missouri
-$210M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$167M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$162M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$112M
5
APG Asset Management
APG Asset Management
Netherlands
-$72.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
751
Zions Bancorporation
Utah
$2K -$7.2K -90 -78%
LF
752
Lee Financial
Texas
$2K -$400 -5 -17%
EW
753
Evoke Wealth
California
$2K – – –
LPWM
754
Lake Point Wealth Management
Texas
$2K – – –
CAL
755
Capital Analysts LLC
Pennsylvania
$2K – – –
CAM
756
ClariVest Asset Management
California
$2K – – –
CWM
757
Cedar Wealth Management
California
$2K – – –
PVH
758
Psagot Value Holdings
Israel
$2K +$286 +4 +17%
VNA
759
Valley National Advisers
Pennsylvania
$2K +$1.42K +27 +245%
BCH
760
Berkshire Capital Holdings
California
$1K -$22.5M -225,190 -100%
COCM
761
Charter Oak Capital Management
New Hampshire
$1K – – –
MIM
762
Macroview Investment Management
Maryland
$1K – – –
SWM
763
Sugarloaf Wealth Management
Georgia
$1K – – –
GCS
764
Gordian Capital (Singapore)
Singapore
$1K – – –
HIA
765
Harbor Investment Advisory
Maryland
$1K – – –
HCM
766
Horrell Capital Management
Arkansas
$1K – – –
HWM
767
HighMark Wealth Management
Minnesota
$1K – – –
PAI
768
Pittenger & Anderson Inc
Nebraska
$1K – – –
SC
769
Schubert & Co
Texas
$1K +$400 +4 +67%
DI
770
Disciplined Investments
Oklahoma
$1K +$1K +9 New
CI
771
Cordant Inc
Oregon
$1K +$1K +13 New
LOIM
772
Liberty One Investment Management
Illinois
$1K +$1K +18 New
CWP
773
Concord Wealth Partners
Virginia
$1K +$1K +20 New
1832 Asset Management
774
1832 Asset Management
Ontario, Canada
– -$162M -1,717,400 Closed
AAM
775
Ardevora Asset Management
United Kingdom
– -$67.7M -739,000 Closed
29 30
31
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