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Trade Desk
TTD

Overview Fund Activity

684 hedge funds and large institutions have $13.8B invested in Trade Desk in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 249 increasing their positions, 255 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
-94
Holders Change %
-12.08%
% of All Funds
11.57%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.25%
New
75
Increased
249
Reduced
255
Closed
156
Calls
$568M
Puts
$547M
Net Calls
+$21.4M
Net Calls Change
+$97.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.09B
2
FAM
Fred Alger Management
New York
$112M
3
Jennison Associates
Jennison Associates
New York
$556M
4
Allianz Asset Management
Allianz Asset Management
Germany
$286M
5
Invesco
Invesco
Georgia
$97.6M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.97B
2
Ameriprise
Ameriprise
Minnesota
$108M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$60.3M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$36.3M
5
UBS AM
UBS AM
Illinois
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
751
Conway Capital Management
California
– -$272K -3,925 Closed
BFO
752
Boston Family Office
Massachusetts
– -$270K -3,900 Closed
CWMGP
753
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$269K -3,890 Closed
KPWS
754
Kestra Private Wealth Services
Texas
– -$265K -3,827 Closed
RFA
755
Resurgent Financial Advisors
Georgia
– -$261K -3,768 Closed
PWM
756
Perigon Wealth Management
California
– -$261K -3,766 Closed
Axa
757
Axa
France
– -$260K -3,760 Closed
SC
758
Scotia Capital
Ontario, Canada
– -$259K -3,740 Closed
DILIC
759
Dai-ichi Life Insurance Company
Japan
– -$257K -3,709 Closed
HC
760
Hamilton Capital
Ohio
– -$256K -3,700 Closed
VIM
761
Vista Investment Management
Pennsylvania
– -$256K -3,700 Closed
FMAEN1
762
Fund Management at Engine No 1
California
– -$256K -3,692 Closed
BCM
763
Brookstone Capital Management
Illinois
– -$248K -3,691 Closed
NWM
764
Northwest Wealth Management
Iowa
– -$254K -3,664 Closed
ACM
765
AlphaStar Capital Management
North Carolina
– -$254K -3,663 Closed
VW
766
Vance Wealth
California
– -$251K -3,619 Closed
YMRC
767
Yorktown Management & Research Company
Virginia
– -$248K -3,580 Closed
Comerica Bank
768
Comerica Bank
Texas
– -$235K -3,517 Closed
WLPWM
769
Walled Lake Planning & Wealth Management
Illinois
– -$242K -3,490 Closed
RWM
770
Ritholtz Wealth Management
New York
– -$241K -3,486 Closed
CIAS
771
Capital Investment Advisory Services
North Carolina
– -$241K -3,480 Closed
JWCA
772
J.W. Cole Advisors
Florida
– -$240K -3,469 Closed
PWM
773
PRW Wealth Management
Massachusetts
– -$239K -3,456 Closed
DACG
774
Donor Advised Charitable Giving
California
– -$239K -3,450 Closed
VC
775
Vicus Capital
Pennsylvania
– -$238K -3,440 Closed
29 30
31
32 33