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Trade Desk

889 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, 322 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+37
Holders Change %
+4.34%
% of All Funds
14.18%
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
322
Closed
76
Calls
$794M
Puts
$792M
Net Calls
+$1.98M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Shares
Change %
JPWM
751
Jamison Private Wealth Management
Georgia
$69.9K +$69.9K +895 New
OP
752
ORG Partners
Indiana
$69.9K +$62.5K +800 +851%
First Manhattan
753
First Manhattan
New York
$69.3K +$30.2K +387 +77%
AAG
754
Armstrong Advisory Group
Massachusetts
$68.8K
CC
755
Centiva Capital
New York
$63.9K -$182K -2,329 -74%
QCG
756
Quadrant Capital Group
Ohio
$63.8K -$313 -4 -0.5%
AAP
757
Arax Advisory Partners
Colorado
$63.8K
ATC
758
Adirondack Trust Company
New York
$62.5K
AP
759
Advisors Preferred
Maryland
$58.8K +$58.8K +751 New
MCM
760
Manchester Capital Management
Vermont
$56.3K -$234 -3 -0.4%
JWM
761
Janiczek Wealth Management
Colorado
$55.8K
SWM
762
Sugarloaf Wealth Management
Georgia
$54.7K +$54.7K +700 New
EWM
763
Evermay Wealth Management
Virginia
$52.4K
TPCW
764
TD Private Client Wealth
New York
$51.1K +$51.1K +654 New
CAC
765
Core Alternative Capital
Georgia
$50.7K +$30.5K +390 +151%
LFG
766
Larson Financial Group
Missouri
$50.5K +$234 +3 +0.5%
PPC
767
Park Place Capital
Alabama
$50.1K +$6.64K +85 +15%
GAAM
768
Guinness Atkinson Asset Management
California
$49.4K -$13.1K -168 -21%
VNA
769
Valley National Advisers
Pennsylvania
$49K +$3.42K +44 +8%
LS
770
Livforsakringsbolaget Skandia
Sweden
$46.9K
WTC
771
WhitTier Trust Company
Nevada
$46.9K
Credit Agricole
772
Credit Agricole
France
$46.5K +$8.13K +104 +21%
AIM
773
Anchor Investment Management
South Carolina
$46.1K -$5.47K -70 -11%
AA
774
AlphaCentric Advisors
Puerto Rico
$45.6K -$7.82K -100 -15%
SFG
775
Steward Financial Group
Texas
$44K +$15.5K +200 +55%