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Trade Desk

401 hedge funds and large institutions have $7.98B invested in Trade Desk in 2019 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 134 increasing their positions, 115 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 56

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

51% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $808M

42% more capital invested

Capital invested by funds: $5.63B → $7.98B (+$2.36B)

17% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 115

12% more funds holding

Funds holding: 358401 (+43)

3.34% more ownership

Funds ownership: 768.51%771.85% (+3.3%)

Holders
401
Holders Change
+43
Holders Change %
+12.01%
% of All Funds
7.9%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.32%
New
107
Increased
134
Reduced
115
Closed
56
Calls
$1.22B
Puts
$808M
Net Calls
+$411M
Net Calls Change
+$311M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$950M +$23.7M +1,053,950 +3%
Morgan Stanley
2
Morgan Stanley
New York
$928M +$347M +15,399,780 +76%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$724M +$12.1M +537,380 +2%
BlackRock
4
BlackRock
New York
$502M +$8.63M +383,370 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$477M -$219M -9,742,600 -35%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$240M -$57.5M -2,556,960 -22%
Jennison Associates
7
Jennison Associates
New York
$200M +$15.2M +677,510 +10%
Invesco
8
Invesco
Georgia
$193M -$1.57M -69,840 -0.9%
ZCI
9
Zevenbergen Capital Investments
Washington
$141M -$5.15M -228,890 -4%
State Street
10
State Street
Massachusetts
$131M +$2.83M +125,890 +3%
Allianz Asset Management
11
Allianz Asset Management
Germany
$131M +$10.2M +454,600 +10%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$129M +$15.6M +691,550 +16%
N
13
Nuveen
North Carolina
$122M +$55M +2,445,770 +109%
BAMCO Inc
14
BAMCO Inc
New York
$119M -$28.6M -1,271,000 -22%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$119M -$82.8M -3,679,540 -45%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$114M +$1.62M +72,170 +2%
EAM
17
Eventide Asset Management
Massachusetts
$110M
TG
18
TCW Group
California
$98.4M +$21.2M +943,250 +33%
Norges Bank
19
Norges Bank
Norway
$94.3M +$6.85M +304,300 +9%
Goldman Sachs
20
Goldman Sachs
New York
$92M +$16.2M +721,470 +26%
AllianceBernstein
21
AllianceBernstein
Tennessee
$85.1M +$473K +21,010 +0.6%
Macquarie Group
22
Macquarie Group
Australia
$77.7M -$3.26M -144,670 -5%
Artisan Partners
23
Artisan Partners
Wisconsin
$71.3M -$13.4M -596,110 -18%
Kayne Anderson Rudnick Investment Management
24
Kayne Anderson Rudnick Investment Management
California
$71.3M +$2.92M +129,630 +5%
WJWM
25
Williams Jones Wealth Management
New York
$70.8M -$208K -9,250 -0.3%

TTD Hedge Fund Activity: Q4 2019 in Review

401 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q4 2019, worth a combined $7.98B — up 42% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new TTD positions and 56 closed out — a net gain of 51 holders — while 134 added to existing stakes and 115 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $347M. The largest seller was JP Morgan Chase, cutting an estimated $219M.

  • 401 institutional investors held Trade Desk (TTD) as of Q4 2019, up from 358 in Q3 2019.
  • Funds reported $7.98B of Trade Desk stock for Q4 2019, up 42% quarter-over-quarter.
  • 107 funds opened new Trade Desk positions in Q4 2019 and 56 closed out, a net change of +51 holders.
  • The largest Trade Desk buyer in Q4 2019 was Morgan Stanley, an estimated $347M added.
  • The largest Trade Desk seller in Q4 2019 was JP Morgan Chase, an estimated $219M sold.

Based on aggregated 13F filings for Q4 2019.