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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
Stifel Financial
126
Stifel Financial
Missouri
$11.4M +$305K +5,728 +3%
JSA
127
Jacobson & Schmitt Advisors
Wisconsin
$11.3M -$1.85M -34,679 -16%
BC
128
Burney Company
Virginia
$10.7M +$862K +16,202 +10%
Asset Management One
129
Asset Management One
Japan
$10.4M +$278K +5,230 +3%
KBC Group
130
KBC Group
Belgium
$10.4M +$4.53M +85,139 +99%
APG Asset Management
131
APG Asset Management
Netherlands
$10.4M +$4.82M +90,500 +95%
BCH
132
Berkshire Capital Holdings
California
$10M -$7.19M -135,140 -45%
Handelsbanken Fonder
133
Handelsbanken Fonder
Sweden
$9.65M +$420K +7,887 +5%
Squarepoint
134
Squarepoint
New York
$9.47M -$1.2M -22,597 -13%
Royal London Asset Management
135
Royal London Asset Management
United Kingdom
$9.26M -$48K -902 -0.6%
BP
136
Broadleaf Partners
Ohio
$9.13M +$161K +3,016 +2%
TC
137
Taika Capital
Florida
$8.98M -$552K -10,375 -7%
KC
138
Knuff & Co
California
$8.85M -$405K -7,614 -5%
CAM
139
Covenant Asset Management
New Jersey
$8.41M -$24.1K -452 -0.3%
Wolverine Trading
140
Wolverine Trading
Illinois
$8.17M +$3.07M +57,743 +74%
OCM
141
Ogborne Capital Management
California
$8.08M +$4.27M +80,223 +153%
ASRS
142
Arizona State Retirement System
Arizona
$7.89M +$201K +3,775 +3%
TYCC
143
Texas Yale Capital Corp
Florida
$7.83M -$49.1K -923 -0.7%
Robeco Institutional Asset Management
144
Robeco Institutional Asset Management
Netherlands
$7.83M -$19.9M -373,611 -74%
CWM
145
CMH Wealth Management
New Hampshire
$7.73M +$166K +3,124 +3%
TC
146
TwinBeech Capital
New York
$7.64M +$6.08M +114,216 +1,018%
HighTower Advisors
147
HighTower Advisors
Illinois
$7.59M -$179K -3,362 -3%
Toronto Dominion Bank
148
Toronto Dominion Bank
Ontario, Canada
$7.53M -$266K -4,997 -4%
Brown Advisory
149
Brown Advisory
Maryland
$7.26M +$833K +15,653 +15%
IDP
150
In-Depth Partners
Florida
$7.23M +$1.12M +21,014 +22%