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Shopify

972 hedge funds and large institutions have $27.1B invested in Shopify in 2022 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 274 increasing their positions, 357 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 96

41% more capital invested

Capital invested by funds: $19.2B → $27.1B (+$7.86B)

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

12% more call options, than puts

Call options by funds: $1.93B | Put options by funds: $1.72B

10% more funds holding

Funds holding: 883972 (+89)

3.63% more ownership

Funds ownership: 61.04%64.67% (+3.6%)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 357

Holders
972
Holders Change
+89
Holders Change %
+10.08%
% of All Funds
15.62%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.53%
New
202
Increased
274
Reduced
357
Closed
96
Calls
$1.93B
Puts
$1.72B
Net Calls
+$213M
Net Calls Change
-$4.92B
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
226
Westpac Banking Corp
Australia
$4.62M -$5.74M -168,000 -56%
SLG
227
Stanley-Laman Group
Pennsylvania
$4.6M -$291K -8,526 -6%
AIM
228
Allen Investment Management
New York
$4.46M
HighTower Advisors
229
HighTower Advisors
Illinois
$4.39M -$168K -4,922 -4%
LWM
230
Lyell Wealth Management
California
$4.36M -$333K -9,750 -7%
PFO
231
Pathstone Family Office
New Jersey
$4.35M +$428K +12,531 +31%
Millennium Management
232
Millennium Management
New York
$4.33M -$4.03M -118,100 -49%
TAM
233
Tocqueville Asset Management
New York
$4.18M -$885K -25,917 -18%
MML Investors Services
234
MML Investors Services
Massachusetts
$4.16M -$143K -4,202 -3%
TYCC
235
Texas Yale Capital Corp
Florida
$4.13M +$141K +4,140 +4%
BCM
236
Bayesian Capital Management
New York
$4.12M +$3.13M +91,800 +340%
MSE
237
MUFG Securities EMEA
United Kingdom
$4.08M -$1.04M -30,590 -21%
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
$3.94M +$1.39M +40,696 +56%
Macquarie Group
239
Macquarie Group
Australia
$3.93M -$2.01M -59,004 -34%
JCM
240
JAT Capital Management
Connecticut
$3.93M +$3.87M +113,279 New
AWM
241
Apollon Wealth Management
South Carolina
$3.89M -$180K -5,283 -5%
CS
242
Candriam SCA
Luxembourg
$3.87M -$526K -15,397 -12%
ACGDR
243
Atmos Capital Gestao de Recursos
Brazil
$3.83M -$2.38M -69,626 -39%
ACM
244
Aquatic Capital Management
Illinois
$3.75M +$3.68M +107,900 New
FA
245
Faithward Advisors
Pennsylvania
$3.74M +$3.68M +107,634 New
MIA
246
MMBG Investment Advisors
Florida
$3.67M -$623K -18,250 -15%
CAM
247
Covenant Asset Management
New Jersey
$3.65M +$238K +6,983 +7%
Vontobel Holding
248
Vontobel Holding
Switzerland
$3.59M -$1.68M -49,232 -31%
MG
249
Markel Group
Virginia
$3.57M +$341K +10,000 +11%
EAM
250
EULAV Asset Management
Florida
$3.51M

SHOP Hedge Fund Activity: Q4 2022 in Review

972 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q4 2022, worth a combined $27.1B — up 41% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new SHOP positions and 96 closed out — a net gain of 106 holders — while 274 added to existing stakes and 357 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $341M. The largest seller was SRS Investment Management, cutting an estimated $358M.

  • 972 institutional investors held Shopify (SHOP) as of Q4 2022, up from 883 in Q3 2022.
  • Funds reported $27.1B of Shopify stock for Q4 2022, up 41% quarter-over-quarter.
  • 202 funds opened new Shopify positions in Q4 2022 and 96 closed out, a net change of +106 holders.
  • The largest Shopify buyer in Q4 2022 was Capital Research Global Investors, an estimated $341M added.
  • The largest Shopify seller in Q4 2022 was SRS Investment Management, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2022.