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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
CPP
176
Capasso Planning Partners
South Carolina
$5.27M -$516K -9,699 -10%
AWM
177
AE Wealth Management
Kansas
$5.25M +$477K +8,957 +12%
1C
178
1623 Capital
Virginia
$5.14M +$447K +8,398 +11%
MWM
179
Meridian Wealth Management
Kentucky
$5.02M +$10.1K +190 +0.2%
SCA
180
Snowden Capital Advisors
New York
$5.02M -$397K -7,459 -8%
PI
181
Putnam Investments
Massachusetts
$5M +$914K +17,172 +26%
AC
182
AWM Capital
Arizona
$4.92M
CPC
183
Congress Park Capital
New York
$4.92M -$46.6K -875 -1%
Aberdeen Group
184
Aberdeen Group
United Kingdom
$4.9M +$1.85M +34,842 +76%
II
185
IFM Investors
Australia
$4.83M +$154K +2,884 +4%
URS
186
Utah Retirement Systems
Utah
$4.75M +$16K +300 +0.4%
UIM
187
USS Investment Management
United Kingdom
$4.69M +$121K +2,279 +3%
Skandinaviska Enskilda Banken (SEB)
188
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.67M -$18.9K -356 -0.5%
P
189
Paradiem
Louisiana
$4.61M +$944K +17,741 +31%
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$4.59M +$249K +4,671 +7%
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$4.52M -$172K -3,225 -4%
RAM
192
Readystate Asset Management
Illinois
$4.51M +$3.94M +74,000 New
DnB Asset Management
193
DnB Asset Management
Norway
$4.5M +$200K +3,756 +5%
B
194
Bensler
Washington
$4.36M +$21.2K +398 +0.6%
F
195
Fithian
New York
$4.34M +$2.29M +43,058 +152%
Group One Trading
196
Group One Trading
Illinois
$4.29M -$7.1M -133,378 -65%
FCI
197
Financial Counselors Inc
Kansas
$4.28M -$205K -3,849 -5%
SI
198
Shaker Investments
Ohio
$4.15M +$42.2K +792 +1%
LWM
199
Lyell Wealth Management
California
$4.14M
ZR
200
Zeno Research
New York
$4.08M +$3.56M +66,928 New