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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
DSC
751
Duncker Streett & Co
Missouri
$2.44K
KFI
752
Key Financial Inc
Pennsylvania
$2.44K
CAM
753
ClariVest Asset Management
California
$2K -$7.99M -150,201 -100%
HGERS
754
Householder Group Estate & Retirement Specialist
Arizona
$2K -$5.59K -105 -78%
CAL
755
Capital Analysts LLC
Pennsylvania
$2K
HCM
756
Horrell Capital Management
Arkansas
$2K
VWM
757
Valley Wealth Managers
New Jersey
$1.83K
BBPWM
758
Blue Bell Private Wealth Management
Pennsylvania
$1.71K
SWA
759
Sutton Wealth Advisors
Florida
$1.46K +$53 +1 +4%
ME
760
McIlrath & Eck
Washington
$1.46K +$1.28K +24 New
SIC
761
SJS Investment Consulting
Ohio
$1.34K +$160 +3 +16%
HIA
762
Harbor Investment Advisory
Maryland
$1.22K
PO
763
Private Ocean
California
$1.22K +$1.06K +20 New
WIM
764
WealthPlan Investment Management
Nebraska
$1.22K +$1.06K +20 New
SC
765
Schubert & Co
Texas
$1.16K +$692 +13 +217%
CWM
766
Cedar Wealth Management
California
$1.1K
FFC
767
First Financial Corp
Indiana
$1.03K
GCS
768
Gordian Capital (Singapore)
Singapore
$1K +$532 +10 +1,000%
DI
769
Disciplined Investments
Oklahoma
$731 +$106 +2 +20%
PAI
770
Pittenger & Anderson Inc
Nebraska
$610
BA
771
Bellwether Advisors
Nebraska
$609
BC
772
Barrett & Company
Rhode Island
$426 +$373 +7 New
TWD
773
True Wealth Design
Ohio
$122
SFCL
774
Strengthening Families & Communities LLC
Massachusetts
$30
Parallax Volatility Advisers
775
Parallax Volatility Advisers
California
-$36.4M -684,155 Closed