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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
USCWA
826
U.S. Capital Wealth Advisors
Texas
-$75.1K -1,675 Closed
HT
827
Headlands Technologies
Illinois
-$75K -1,673 Closed
MCC
828
Money Concepts Capital
Florida
-$49.7K -1,108 Closed
CS
829
Comerica Securities
Michigan
-$46.8K -1,044 Closed
MWM
830
MinichMacGregor Wealth Management
New York
-$42.1K -940 Closed
RFS
831
Retirement Financial Solutions
Tennessee
-$29.1K -650 Closed
OWA
832
One Wealth Advisors
California
-$27.8K -619 Closed
AWM
833
Activest Wealth Management
Florida
-$24.8K -554 Closed
KIA
834
Kraematon Investment Advisors
Massachusetts
-$23.8K -530 Closed
RFG
835
RFP Financial Group
Georgia
-$15.7K -350 Closed
CA
836
Corrado Advisors
New Jersey
-$8.07K -180 Closed
Credit Agricole
837
Credit Agricole
France
-$8.07K -180 Closed
LS
838
Leelyn Smith
Illinois
-$8.03K -179 Closed
CAS
839
Coppell Advisory Solutions
Texas
-$7.17K -160 Closed
CASC
840
Coppell Advisory Solutions Corp
Texas
-$7.17K -160 Closed
MPCL
841
My Personal CFO LLC
Washington
-$7.13K -159 Closed
RBC
842
Romano Brothers & Co
Illinois
-$6.28K -140 Closed
JSAM
843
J. Safra Asset Management
New York
-$6K -138 Closed
MSCM
844
McElhenny Sheffield Capital Management
Texas
-$4.12K -92 Closed
Bessemer Group
845
Bessemer Group
New Jersey
-$2K -47 Closed
FGAM
846
Financial Gravity Asset Management
Texas
-$56 -45 Closed
PWS
847
Paragon Wealth Strategies
Florida
-$852 -19 Closed
ANBT
848
American National Bank & Trust
Texas
-$1K -18 Closed
CA
849
Centerpoint Advisors
Massachusetts
-$1K -15 Closed
CPFP
850
Clear Perspectives Financial Planning
Ohio
-$179 -4 Closed