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Trade Desk

371 hedge funds and large institutions have $6.8B invested in Trade Desk in 2019 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 123 increasing their positions, 122 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 50

14% more capital invested

Capital invested by funds: $5.99B → $6.8B (+$814M)

8% more funds holding

Funds holding: 342371 (+29)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 122

10% less call options, than puts

Call options by funds: $513M | Put options by funds: $572M

16.35% less ownership

Funds ownership: 791.6%775.26% (-16%)

Holders
371
Holders Change
+29
Holders Change %
+8.48%
% of All Funds
8.06%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.39%
New
87
Increased
123
Reduced
122
Closed
50
Calls
$513M
Puts
$572M
Net Calls
-$59.3M
Net Calls Change
-$52.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$757M -$33.1M -1,542,300 -4%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$574M +$265M +12,318,080 +96%
JP Morgan Chase
3
JP Morgan Chase
New York
$516M +$201M +9,373,710 +73%
Morgan Stanley
4
Morgan Stanley
New York
$448M +$343M +15,955,290 +432%
BlackRock
5
BlackRock
New York
$400M -$153M -7,109,470 -29%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$283M -$75.7M -3,522,000 -22%
BAMCO Inc
7
BAMCO Inc
New York
$155M -$13.3M -618,870 -8%
ZCI
8
Zevenbergen Capital Investments
Washington
$153M -$10.4M -481,800 -7%
Invesco
9
Invesco
Georgia
$151M +$89.2M +4,148,960 +166%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$141M -$27.4M -1,275,400 -17%
AllianceBernstein
11
AllianceBernstein
Tennessee
$128M -$56.1M -2,611,410 -32%
Allianz Asset Management
12
Allianz Asset Management
Germany
$120M +$6.94M +322,860 +7%
State Street
13
State Street
Massachusetts
$112M -$41M -1,907,570 -28%
EAM
14
Eventide Asset Management
Massachusetts
$110M
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$94.6M -$47.8M -2,222,120 -35%
Goldman Sachs
16
Goldman Sachs
New York
$94.4M +$9.87M +459,090 +12%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$91.1M -$10.1M -470,430 -11%
Artisan Partners
18
Artisan Partners
Wisconsin
$90.9M -$39.2M -1,821,760 -31%
Northern Trust
19
Northern Trust
Illinois
$89.3M -$8.55M -397,890 -9%
Macquarie Group
20
Macquarie Group
Australia
$88.6M -$18.3M -851,240 -18%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$83M -$49M -2,280,470 -38%
Norges Bank
22
Norges Bank
Norway
$72.9M +$1.09M +50,630 +2%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$68.1M -$2.53M -117,520 -4%
RHJA
24
Rice Hall James & Associates
California
$65.7M -$9.88M -459,470 -14%
WJA
25
Williams Jones & Associates
New York
$65.2M -$19.7M -917,640 -24%

TTD Hedge Fund Activity: Q2 2019 in Review

371 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q2 2019, worth a combined $6.8B — up 14% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new TTD positions and 50 closed out — a net gain of 37 holders — while 123 added to existing stakes and 122 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $343M. The largest seller was BlackRock, cutting an estimated $153M.

  • 371 institutional investors held Trade Desk (TTD) as of Q2 2019, up from 342 in Q1 2019.
  • Funds reported $6.8B of Trade Desk stock for Q2 2019, up 14% quarter-over-quarter.
  • 87 funds opened new Trade Desk positions in Q2 2019 and 50 closed out, a net change of +37 holders.
  • The largest Trade Desk buyer in Q2 2019 was Morgan Stanley, an estimated $343M added.
  • The largest Trade Desk seller in Q2 2019 was BlackRock, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2019.