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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
PCH
151
Polar Capital Holdings
United Kingdom
$7.2M +$6.29M +118,200 New
FAF
152
Fjarde Ap-fonden
Sweden
$7.14M +$341K +6,400 +6%
Truist Financial
153
Truist Financial
North Carolina
$7.14M -$332K -6,231 -5%
LFDLE
154
La Financiere de L'Echiquier
France
$7.03M -$247K -4,632 -4%
SC
155
Shellback Capital
Massachusetts
$7.02M -$266K -5,000 -4%
PI
156
PineBridge Investments
New York
$6.85M +$894K +16,797 +18%
DekaBank Deutsche Girozentrale
157
DekaBank Deutsche Girozentrale
Germany
$6.69M +$2.19M +41,190 +58%
CWM
158
Congress Wealth Management
Massachusetts
$6.62M +$5.22M +97,992 +913%
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$6.57M -$1.01M -19,002 -15%
Aviva
160
Aviva
United Kingdom
$6.43M -$2.85M -53,522 -34%
Los Angeles Capital Management
161
Los Angeles Capital Management
California
$6.37M -$12.3M -230,224 -69%
Nomura Asset Management
162
Nomura Asset Management
Japan
$6.37M +$203K +3,810 +4%
Millennium Management
163
Millennium Management
New York
$6.16M -$43.8M -822,382 -89%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$6.15M +$221K +4,148 +4%
MWVC
165
Morgens Waterfall Vintiadis & Co
New York
$6.09M
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.96M +$195K +3,660 +4%
SCM
167
Silvant Capital Management
Georgia
$5.93M +$1.21M +22,743 +31%
Creative Planning
168
Creative Planning
Kansas
$5.78M -$83.2K -1,563 -2%
TAF
169
Tredje AP-fonden
Sweden
$5.75M +$248K +4,660 +5%
EAM
170
EFG Asset Management
Oregon
$5.75M -$495K -9,309 -9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
171
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.71M +$1.07M +20,116 +27%
NEI
172
Northwest & Ethical Investments
Ontario, Canada
$5.55M -$199K -3,733 -4%
FAF
173
Första AP-fonden
Sweden
$5.52M -$884K -16,600 -15%
Baird Financial Group
174
Baird Financial Group
Wisconsin
$5.51M -$102K -1,921 -2%
BCM
175
Bayesian Capital Management
New York
$5.37M +$2.24M +42,000 +91%