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Trade Desk

967 hedge funds and large institutions have $29B invested in Trade Desk in 2024 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 363 increasing their positions, 333 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 83

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

13% more capital invested

Capital invested by funds: $25.7B → $29B (+$3.24B)

5% more funds holding

Funds holding: 925967 (+42)

9% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 333

5.58% less ownership

Funds ownership: 80.14%74.56% (-5.6%)

18% less call options, than puts

Call options by funds: $932M | Put options by funds: $1.14B

Holders
967
Holders Change
+42
Holders Change %
+4.54%
% of All Funds
13.93%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
138
Increased
363
Reduced
333
Closed
83
Calls
$932M
Puts
$1.14B
Net Calls
-$211M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$20.8M +$576K +7,596 +3%
Osaic Holdings
127
Osaic Holdings
Arizona
$20.6M -$6.04M -79,764 -25%
FAM
128
Fred Alger Management
New York
$19.3M -$19M -251,117 -53%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$19.2M -$1.4M -18,530 -8%
Canada Life
130
Canada Life
Manitoba, Canada
$19.1M -$3.49M -46,064 -17%
Mariner
131
Mariner
Kansas
$18.3M +$655K +8,649 +4%
ACM
132
Ashford Capital Management
Delaware
$18.2M +$300K +3,963 +2%
Principal Financial Group
133
Principal Financial Group
Iowa
$18.2M -$3.85M -50,766 -20%
Pictet Asset Management
134
Pictet Asset Management
Switzerland
$18.2M -$290K -3,825 -2%
CIBC Asset Management
135
CIBC Asset Management
Ontario, Canada
$17.9M +$1.64M +21,676 +12%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$17.6M +$364K +4,809 +2%
Aviva
137
Aviva
United Kingdom
$17.4M +$8.3M +109,535 +123%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.3M -$1.72M -22,724 -10%
BIAS
139
Beacon Investment Advisory Services
New Jersey
$17.2M -$255K -3,370 -2%
DB
140
Danske Bank
Denmark
$16.9M +$14.7M +193,572 New
Swedbank
141
Swedbank
Sweden
$16M +$10.2M +135,000 +281%
BCH
142
Berkshire Capital Holdings
California
$15.2M +$3.98M +52,510 +43%
Twin Tree Management
143
Twin Tree Management
Texas
$15.1M +$8.11M +107,094 +164%
SAM
144
Storebrand Asset Management
Norway
$14.9M -$3.72M -49,122 -22%
WorldQuant Millennium Advisors
145
WorldQuant Millennium Advisors
New York
$14.8M +$7.67M +101,183 +149%
Rafferty Asset Management
146
Rafferty Asset Management
New York
$14.2M +$1.35M +17,862 +12%
Nomura Holdings
147
Nomura Holdings
Japan
$13.9M +$9.71M +128,200 +415%
Squarepoint
148
Squarepoint
New York
$13.8M -$48M -633,009 -80%
Aberdeen Group
149
Aberdeen Group
United Kingdom
$13.6M +$169K +2,224 +1%
IDP
150
In-Depth Partners
Florida
$13.3M +$307K +4,057 +3%