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Trade Desk

741 hedge funds and large institutions have $19.2B invested in Trade Desk in 2021 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 292 increasing their positions, 256 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-18
Holders Change %
-2.37%
% of All Funds
13.05%
Holding in Top 10
16
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-50%
% of All Funds
0.28%
New
99
Increased
292
Reduced
256
Closed
108
Calls
$1.6B
Puts
$1.68B
Net Calls
-$80.3M
Net Calls Change
+$286M
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
801
Principle Wealth Partners
Connecticut
-$236K -2,950 Closed
PFA
802
Pettinga Financial Advisors
Indiana
-$232K -2,900 Closed
VC
803
Vicus Capital
Pennsylvania
-$231K -2,880 Closed
QI
804
QS Investors
New York
-$227K -2,840 Closed
TFF
805
The Family Firm
Maryland
-$219K -2,830 Closed
CIP
806
Convergence Investment Partners
Florida
-$225K -2,810 Closed
RWP
807
RWA Wealth Partners
Massachusetts
-$225K -2,810 Closed
BWFA
808
Baltimore-Washington Financial Advisors
Maryland
-$224K -2,800 Closed
LC
809
Loews Corp
New York
-$223K -2,790 Closed
DC
810
Davenport & Co
Virginia
-$223K -2,790 Closed
FFS
811
Founders Financial Securities
Maryland
-$223K -2,780 Closed
NL
812
NWAM LLC
Washington
-$220K -2,750 Closed
CIA
813
Capital Investment Advisors
Georgia
-$217K -2,710 Closed
TIM
814
Thompson Investment Management
Wisconsin
-$211K -2,640 Closed
CWS
815
Cypress Wealth Services
California
-$211K -2,630 Closed
MWM
816
Modera Wealth Management
New Jersey
-$209K -2,610 Closed
CCA
817
Checchi Capital Advisers
California
-$209K -2,610 Closed
VWA
818
V Wealth Advisors
Kansas
-$208K -2,600 Closed
AG
819
AlphaSimPlex Group
Massachusetts
-$201K -2,510 Closed
WAAG
820
Wealth Alliance Advisory Group
Kansas
-$200K -2,500 Closed
LOIM
821
Liberty One Investment Management
Illinois
-$112K -1,400 Closed
ICP
822
Interchange Capital Partners
Pennsylvania
-$105K -1,320 Closed
TI
823
tru Independence
Oregon
-$20.9K -1,260 Closed
MUMSS
824
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$96K -1,200 Closed
RPWA
825
Regent Peak Wealth Advisors
Georgia
-$52K -650 Closed