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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
MML Investors Services
201
MML Investors Services
Massachusetts
$4.02M -$298K -5,600 -8%
IAN
202
Integrated Advisors Network
Texas
$3.99M +$273K +5,130 +9%
Calamos Advisors
203
Calamos Advisors
Illinois
$3.94M +$3.15M +59,244 +1,089%
Simplex Trading
204
Simplex Trading
Illinois
$3.9M +$3.32M +62,426 +3,902%
BZWA
205
Blue Zone Wealth Advisors
California
$3.83M +$3.14K +59 +0.1%
GAM
206
Griffin Asset Management
New York
$3.82M -$73K -1,371 -2%
DJYG
207
David J. Yvars Group
Florida
$3.8M +$3.32M +62,435 New
CAN
208
Cetera Advisor Networks
California
$3.72M +$536K +10,079 +20%
X
209
Xponance
Pennsylvania
$3.65M -$10.2K -191 -0.3%
NIM
210
Needham Investment Management
New York
$3.59M
Assenagon Asset Management
211
Assenagon Asset Management
Luxembourg
$3.56M +$2.84M +53,337 +1,031%
GIBU
212
Gulf International Bank (UK)
United Kingdom
$3.55M -$609K -11,438 -16%
WBC
213
Westpac Banking Corp
Australia
$3.55M -$2.08M -39,011 -40%
Citadel Advisors
214
Citadel Advisors
Florida
$3.5M -$14.7M -276,063 -83%
Voloridge Investment Management
215
Voloridge Investment Management
Florida
$3.46M +$1.25M +23,399 +70%
ISWM
216
Independent Solutions Wealth Management
New York
$3.44M +$38K +713 +1%
AAM
217
Azzad Asset Management
Virginia
$3.42M +$68.7K +1,290 +2%
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$3.41M
Janus Henderson Group
219
Janus Henderson Group
United Kingdom
$3.4M -$482K -9,054 -14%
OAM
220
Oppenheimer Asset Management
New York
$3.31M +$2.16M +40,504 +294%
ASN
221
Advisory Services Network
Georgia
$3.22M +$41.9K +787 +2%
EAMA
222
EFG Asset Management (Americas)
Florida
$3.15M -$238K -4,466 -8%
Allianz Asset Management
223
Allianz Asset Management
Germany
$3.15M -$2M -37,542 -42%
AG
224
AIA Group
Hong Kong
$3.12M +$1.52M +28,630 +127%
AAB
225
ABN AMRO Bank
Netherlands
$3.12M +$2.72M +51,014 New