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Trade Desk

967 hedge funds and large institutions have $29B invested in Trade Desk in 2024 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 363 increasing their positions, 333 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 83

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

13% more capital invested

Capital invested by funds: $25.7B → $29B (+$3.24B)

5% more funds holding

Funds holding: 925967 (+42)

9% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 333

5.58% less ownership

Funds ownership: 80.14%74.56% (-5.6%)

18% less call options, than puts

Call options by funds: $932M | Put options by funds: $1.14B

Holders
967
Holders Change
+42
Holders Change %
+4.54%
% of All Funds
13.93%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
138
Increased
363
Reduced
333
Closed
83
Calls
$932M
Puts
$1.14B
Net Calls
-$211M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.63B -$18.9M -248,841 -0.6%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$3.37B -$187M -2,468,576 -6%
BlackRock
3
BlackRock
New York
$2.08B +$18.2M +240,767 +1%
Morgan Stanley
4
Morgan Stanley
New York
$1.81B -$1.91B -25,196,637 -55%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.31B -$374M -4,933,616 -25%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$1.3B +$130K +1,716 +0%
Jennison Associates
7
Jennison Associates
New York
$1.25B -$23.9M -315,736 -2%
State Street
8
State Street
Massachusetts
$871M +$1.91M +25,157 +0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$701M +$13.7M +181,104 +2%
Invesco
10
Invesco
Georgia
$630M +$51.1M +674,947 +10%
Norges Bank
11
Norges Bank
Norway
$396M +$74.7M +985,516 +28%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$373M +$93.7M +1,236,589 +41%
Goldman Sachs
13
Goldman Sachs
New York
$276M +$71.2M +939,392 +42%
Macquarie Group
14
Macquarie Group
Australia
$254M +$677K +8,930 +0.3%
Northern Trust
15
Northern Trust
Illinois
$235M -$7.38M -97,435 -3%
Millennium Management
16
Millennium Management
New York
$235M -$48.4M -638,656 -19%
Bank of America
17
Bank of America
North Carolina
$232M +$65M +857,212 +48%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$226M +$196M +2,581,900 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$217M +$35.7M +470,863 +23%
JCAM
20
Jericho Capital Asset Management
New York
$212M +$7.58M +100,000 +4%
ZCI
21
Zevenbergen Capital Investments
Washington
$209M -$9.31M -122,806 -5%
Ameriprise
22
Ameriprise
Minnesota
$202M +$48M +633,575 +38%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$199M -$331M -4,366,266 -66%
Amundi
24
Amundi
France
$192M +$11.7M +154,063 +7%
AIM
25
ARK Investment Management
Florida
$180M -$6.96M -91,894 -4%