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Shopify
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Overview Fund Activity

1,201 hedge funds and large institutions have $67.2B invested in Shopify in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 364 increasing their positions, 414 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+133
Holders Change %
+12.45%
% of All Funds
17.61%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
0.59%
New
249
Increased
364
Reduced
414
Closed
105
Calls
$3.83B
Puts
$2.96B
Net Calls
+$868M
Net Calls Change
+$881M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.54B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.52B
3
Capital World Investors
Capital World Investors
California
+$685M
4
GQG Partners
GQG Partners
Florida
+$547M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$433M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$356M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$291M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$221M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$181M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
276
Advisory Services Network
Georgia
$5.44M -$499K -6,409 -8%
AI
277
Atria Investments
North Carolina
$5.41M +$108K +1,388 +2%
CGH
278
Crossmark Global Holdings
Texas
$5.4M +$189K +2,421 +4%
SSA
279
Sierra Summit Advisors
Nevada
$5.35M +$5.35M +68,727 New
B
280
Bellecapital
Switzerland
$5.32M +$142K +1,374 +3%
Verition Fund Management
281
Verition Fund Management
Connecticut
$5.32M -$361K -4,635 -6%
US Bancorp
282
US Bancorp
Minnesota
$5.32M +$466K +5,985 +10%
BCM
283
Barometer Capital Management
Ontario, Canada
$5.31M +$5.31M +51,520 New
BWL
284
Bogart Wealth LLC
Virginia
$5.16M +$396K +5,086 +8%
VanEck Associates
285
VanEck Associates
New York
$5.14M -$796K -10,221 -13%
CA
286
Cetera Advisors
Colorado
$5.11M -$2.28M -29,218 -31%
JIP
287
Jaffetilchin Investment Partners
Florida
$5.1M -$105K -1,346 -2%
HFS
288
Hantz Financial Services
Michigan
$5.09M -$113K -1,456 -2%
WCM
289
Westerly Capital Management
California
$5.06M +$1.95M +25,000 +63%
TC
290
TownSquare Capital
Utah
$5.06M -$1.39M -17,846 -22%
SCM
291
Sandler Capital Management
New York
$5.04M -$7.21M -92,585 -59%
FCI
292
Financial Counselors Inc
Kansas
$4.9M +$830K +10,655 +20%
SFG
293
Synergy Financial Group
California
$4.83M -$149K -1,916 -3%
GIA
294
Gateway Investment Advisers
Ohio
$4.73M +$969K +12,445 +26%
DADC
295
D.A. Davidson & Co
Montana
$4.68M -$110K -1,406 -2%
KAS
296
Kestra Advisory Services
Texas
$4.6M +$544K +6,979 +13%
SI
297
Symmetry Investments
Jersey
$4.49M +$4.49M +57,584 New
BRWA
298
B. Riley Wealth Advisors
Florida
$4.46M +$351K +4,503 +9%
EAM
299
Erste Asset Management
Austria
$4.36M +$1.59M +20,000 +57%
CG
300
Cutler Group
California
$4.31M -$2.05M -26,331 -32%
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