We are live on ! Find out more
TTD icon

Trade Desk

925 hedge funds and large institutions have $25.7B invested in Trade Desk in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 351 increasing their positions, 301 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 105

17% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 301

5.74% more ownership

Funds ownership: 74.39%80.14% (+5.7%)

3% more funds holding

Funds holding: 896925 (+29)

1% less capital invested

Capital invested by funds: $26B → $25.7B (-$262M)

3% less call options, than puts

Call options by funds: $739M | Put options by funds: $761M

46% less funds holding in top 10

Funds holding in top 10: 2815 (-13)

Holders
925
Holders Change
+29
Holders Change %
+3.24%
% of All Funds
13.49%
Holding in Top 10
15
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-46.43%
% of All Funds
0.22%
New
142
Increased
351
Reduced
301
Closed
105
Calls
$739M
Puts
$761M
Net Calls
-$22.2M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
751
V-Square Quantitative Management
Illinois
$73.6K
PIM
752
Plato Investment Management
Australia
$73.2K +$74.7K +1,017 New
GA
753
GoalVest Advisory
New York
$72.1K
WPWM
754
Western Pacific Wealth Management
Illinois
$72K
SAM
755
Smartleaf Asset Management
Massachusetts
$69.3K +$69.4K +945 New
HCM
756
Hollencrest Capital Management
California
$68.4K
ATC
757
Adirondack Trust Company
New York
$68.3K
LS
758
Livforsakringsbolaget Skandia
Sweden
$68.3K +$25.6K +349 +58%
CT
759
Cambridge Trust
Massachusetts
$67.9K
CAS
760
Coppell Advisory Solutions
Texas
$66.6K +$56.2K +765 +478%
WBC
761
Westpac Banking Corp
Australia
$66.3K -$631K -8,585 -90%
HNB
762
Huntington National Bank
Ohio
$66.1K -$176K -2,389 -72%
TCPG
763
Trivant Custom Portfolio Group
California
$64.8K
JPWM
764
Jamison Private Wealth Management
Georgia
$64.4K
First Manhattan
765
First Manhattan
New York
$64.1K +$294 +4 +0.5%
TPCW
766
TD Private Client Wealth
New York
$63.5K +$16.8K +229 +35%
CUAMC
767
China Universal Asset Management Company
China
$63.3K -$57.5K -783 -47%
AAG
768
Armstrong Advisory Group
Massachusetts
$63.3K
RS
769
Rakuten Securities
Japan
$63K +$64.3K +875 New
AAP
770
Arax Advisory Partners
Colorado
$58.8K
OP
771
ORG Partners
Indiana
$58.4K -$6.02K -82 -9%
GCS
772
Gordian Capital (Singapore)
Singapore
$58.4K -$7.35K -100 -11%
SIS
773
Strategic Investment Solutions
Illinois
$57.6K +$58.8K +800 New
Boston Partners
774
Boston Partners
Massachusetts
$56.8K +$854K +11,626 New
SOW
775
State of Wyoming
Wyoming
$53.3K +$26.6K +362 +96%

TTD Hedge Fund Activity: Q4 2023 in Review

925 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q4 2023, worth a combined $25.7B — down 1% from $26B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new TTD positions and 105 closed out — a net gain of 37 holders — while 351 added to existing stakes and 301 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.37B. The largest seller was Baillie Gifford & Co, cutting an estimated $273M.

  • 925 institutional investors held Trade Desk (TTD) as of Q4 2023, up from 896 in Q3 2023.
  • Funds reported $25.7B of Trade Desk stock for Q4 2023, down 1% quarter-over-quarter.
  • 142 funds opened new Trade Desk positions in Q4 2023 and 105 closed out, a net change of +37 holders.
  • The largest Trade Desk buyer in Q4 2023 was Morgan Stanley, an estimated $1.37B added.
  • The largest Trade Desk seller in Q4 2023 was Baillie Gifford & Co, an estimated $273M sold.

Based on aggregated 13F filings for Q4 2023.