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Trade Desk

782 hedge funds and large institutions have $22B invested in Trade Desk in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 287 increasing their positions, 308 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.42% more ownership

Funds ownership: 70.72%73.14% (+2.4%)

7% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 308

8% less call options, than puts

Call options by funds: $905M | Put options by funds: $981M

10% less funds holding

Funds holding: 869782 (-87)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

22% less capital invested

Capital invested by funds: $28.2B → $22B (-$6.24B)

50% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 154

Holders
782
Holders Change
-87
Holders Change %
-10.01%
% of All Funds
12.33%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.36%
New
77
Increased
287
Reduced
308
Closed
154
Calls
$905M
Puts
$981M
Net Calls
-$76M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$3.58B -$117M -1,620,584 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.76B +$19.1M +263,838 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$2.67B +$508M +7,029,778 +22%
BlackRock
4
BlackRock
New York
$1.59B +$23.7M +328,332 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.46B +$751M +10,394,754 +97%
Jennison Associates
6
Jennison Associates
New York
$821M -$51.2M -709,265 -6%
State Street
7
State Street
Massachusetts
$635M -$9.5M -131,593 -1%
JP Morgan Chase
8
JP Morgan Chase
New York
$567M +$183M +2,538,783 +45%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$394M +$8.17M +113,150 +2%
Allianz Asset Management
10
Allianz Asset Management
Germany
$380M +$124M +1,714,019 +45%
Ameriprise
11
Ameriprise
Minnesota
$242M -$19.1M -263,821 -7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$228M -$23.1M -319,902 -9%
ZCI
13
Zevenbergen Capital Investments
Washington
$227M -$19.8M -274,435 -8%
Norges Bank
14
Norges Bank
Norway
$219M +$62.9M +871,192 +38%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$209M -$174M -2,410,289 -44%
Northern Trust
16
Northern Trust
Illinois
$205M +$544K +7,538 +0.3%
Legal & General Group
17
Legal & General Group
United Kingdom
$167M +$15.2M +210,250 +10%
UBS AM
18
UBS AM
Illinois
$164M -$8.03M -111,239 -4%
TG
19
TCW Group
California
$157M -$26.6M -368,348 -14%
Kayne Anderson Rudnick Investment Management
20
Kayne Anderson Rudnick Investment Management
California
$149M -$5.13M -71,066 -3%
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
$149M -$2.9M -40,135 -2%
EAM
22
Eventide Asset Management
Massachusetts
$141M -$10.9M -150,700 -7%
Swiss National Bank
23
Swiss National Bank
Switzerland
$131M +$17.2M +238,700 +14%
Bank of America
24
Bank of America
North Carolina
$121M +$5.74M +79,498 +5%
American Century Companies
25
American Century Companies
Missouri
$120M +$124M +1,714,695 +6,991%

TTD Hedge Fund Activity: Q1 2022 in Review

782 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q1 2022, worth a combined $22B — down 22% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of TTD and 77 opened new positions — a net loss of 77 holders — while 308 trimmed existing stakes and 287 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $751M. The largest seller was Fidelity Investments, cutting an estimated $174M.

  • 782 institutional investors held Trade Desk (TTD) as of Q1 2022, down from 869 in Q4 2021.
  • Funds reported $22B of Trade Desk stock for Q1 2022, down 22% quarter-over-quarter.
  • 77 funds opened new Trade Desk positions in Q1 2022 and 154 closed out, a net change of -77 holders.
  • The largest Trade Desk buyer in Q1 2022 was T. Rowe Price Associates, an estimated $751M added.
  • The largest Trade Desk seller in Q1 2022 was Fidelity Investments, an estimated $174M sold.

Based on aggregated 13F filings for Q1 2022.