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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
EAM
801
Eagle Asset Management
Florida
-$736K -16,734 Closed
PA
802
Paragon Advisors
Texas
-$631K -14,096 Closed
VEA
803
Virtus ETF Advisers
New York
-$608K -13,572 Closed
Walleye Trading
804
Walleye Trading
New York
-$712K -13,376 Closed
PI
805
PGGM Investments
Netherlands
-$593K -13,225 Closed
CW
806
CreativeOne Wealth
Kansas
-$574K -12,789 Closed
ACM
807
Aquatic Capital Management
Illinois
-$529K -11,800 Closed
CI
808
Cavalier Investments
Georgia
-$498K -11,104 Closed
BS
809
Banco Santander
Spain
-$496K -11,068 Closed
CCM
810
CAAS Capital Management
New York
-$493K -11,000 Closed
VI
811
Versor Investments
New York
-$455K -10,145 Closed
MFAM
812
Motley Fool Asset Management
Virginia
-$398K -8,867 Closed
KFS
813
Kaizen Financial Strategies
California
-$415K -8,819 Closed
BAM
814
Blueshift Asset Management
New Jersey
-$350K -7,817 Closed
VF
815
Virtu Financial
New York
-$333K -7,437 Closed
WP
816
Woodline Partners
California
-$332K -7,413 Closed
SG Americas Securities
817
SG Americas Securities
New York
-$326K -7,282 Closed
CF
818
CNA Financial
Illinois
-$314K -7,015 Closed
GG
819
Golden Green
South Carolina
-$300K -6,697 Closed
GC
820
Guggenheim Capital
Illinois
-$243K -5,429 Closed
BHCM
821
Boulder Hill Capital Management
New York
-$220K -4,900 Closed
CIA
822
Capital Impact Advisors
Massachusetts
-$180K -4,024 Closed
LSA
823
Lion Street Advisors
Texas
-$255K -3,405 Closed
RFA
824
Resurgent Financial Advisors
Georgia
-$118K -2,632 Closed
AWM
825
Accurate Wealth Management
Florida
-$78.6K -1,753 Closed