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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
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$2.79B -$71.6M -1,344,289 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.51B +$25.6M +481,323 +1%
Morgan Stanley
3
Morgan Stanley
New York
$2.15B +$21.1M +395,706 +1%
BlackRock
4
BlackRock
New York
$1.33B +$24.1M +452,667 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.19B +$398M +7,471,935 +62%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$881M +$58.5M +1,099,288 +8%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$797M -$72.6M -1,363,416 -9%
State Street
8
State Street
Massachusetts
$545M +$11M +207,354 +2%
Jennison Associates
9
Jennison Associates
New York
$469M -$239M -4,489,127 -37%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$380M +$10.5M +197,919 +3%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$279M -$22.3M -418,762 -8%
Goldman Sachs
12
Goldman Sachs
New York
$235M +$49.6M +932,478 +32%
Invesco
13
Invesco
Georgia
$222M -$27M -507,924 -12%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$222M +$87.1M +1,636,700 +82%
Macquarie Group
15
Macquarie Group
Australia
$215M -$33.9M -636,707 -15%
ZCI
16
Zevenbergen Capital Investments
Washington
$197M -$13.9M -261,816 -7%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$186M -$2.78M -52,235 -2%
Bank of America
18
Bank of America
North Carolina
$174M +$64.7M +1,215,662 +74%
Northern Trust
19
Northern Trust
Illinois
$173M -$249K -4,687 -0.2%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$166M -$33.6M -631,447 -19%
HL
21
Harding Loevner
New Jersey
$164M -$839K -15,757 -0.6%
Ameriprise
22
Ameriprise
Minnesota
$157M +$8.6M +161,665 +7%
Legal & General Group
23
Legal & General Group
United Kingdom
$143M +$3.02M +56,672 +2%
Norges Bank
24
Norges Bank
Norway
$137M +$780K +14,656 +0.7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$127M -$5.87M -110,264 -5%