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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
KCM
101
Kornitzer Capital Management
Kansas
$15.4M -$1.89M -35,416 -12%
Mitsubishi UFJ Asset Management
102
Mitsubishi UFJ Asset Management
Japan
$15.4M +$518K +9,733 +4%
MAM
103
Melqart Asset Management
United Kingdom
$15.3M +$13.4M +250,942 New
Capital Fund Management (CFM)
104
Capital Fund Management (CFM)
France
$14.8M -$21.8M -410,284 -63%
TAM
105
Titleist Asset Management
Texas
$14.6M +$12.7M +239,143 New
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$14.5M +$426K +7,995 +3%
PAMS
107
Pictet Asset Management (Switzerland)
Switzerland
$14.5M +$1.71M +32,215 +16%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$14.4M +$601K +11,293 +5%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$14.3M -$141K -2,648 -1%
ACIM
110
Azimuth Capital Investment Management
Michigan
$14M +$657K +12,335 +6%
Mariner
111
Mariner
Kansas
$14M +$207K +3,895 +2%
Canada Life
112
Canada Life
Manitoba, Canada
$13.5M +$1.06M +19,980 +10%
ACM
113
Ashford Capital Management
Delaware
$13.1M -$814K -15,289 -7%
Mirae Asset Global Investments
114
Mirae Asset Global Investments
South Korea
$13M +$6.98M +131,224 +159%
RJA
115
Raymond James & Associates
Florida
$12.7M -$1.81M -33,958 -14%
Man Group
116
Man Group
United Kingdom
$12.7M -$19.1M -359,459 Closed
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$12.6M -$17.3M -324,774 -61%
PAMP
118
Polar Asset Management Partners
Ontario, Canada
$12.5M +$10.9M +204,500 New
SAM
119
Storebrand Asset Management
Norway
$12.3M +$352K +6,605 +3%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$12.3M -$2.25M -42,187 -17%
CAG
121
Crestwood Advisors Group
Massachusetts
$12.3M -$608K -11,425 -5%
ARAM
122
Ardmore Road Asset Management
New York
$12.2M +$10.6M +200,000 New
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$12.1M +$404K +7,590 +4%
BIAS
124
Beacon Investment Advisory Services
New Jersey
$11.9M -$221K -4,149 -2%
Russell Investments Group
125
Russell Investments Group
United Kingdom
$11.5M +$3.57M +67,108 +55%