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Shopify
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Overview Fund Activity

1,016 hedge funds and large institutions have $36.8B invested in Shopify in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 355 increasing their positions, 332 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,016
Holders Change
+52
Holders Change %
+5.39%
% of All Funds
16.26%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
167
Increased
355
Reduced
332
Closed
97
Calls
$1.68B
Puts
$1.82B
Net Calls
-$140M
Net Calls Change
-$353M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$624M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$253M
3
Capital International Investors
Capital International Investors
California
+$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$227M
5
Fidelity International
Fidelity International
Bermuda
+$221M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$188M
2
Holocene Advisors
Holocene Advisors
New York
-$174M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$173M
4
HCM
HMI Capital Management
California
-$169M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
326
Sepio Capital
Utah
$2.22M +$901K +18,787 +68%
LCM
327
Logan Capital Management
Pennsylvania
$2.21M -$17.9K -373 -0.8%
CG
328
Cutler Group
California
$2.17M -$795K -16,588 -27%
CPIG
329
Chicago Partners Investment Group
Illinois
$2.17M +$1.06M +22,053 +96%
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$2.13M +$609K +12,707 +40%
FAIM
331
Financial Advocates Investment Management
Washington
$2.13M -$137K -2,868 -6%
ACMH
332
Andar Capital Management (HK)
Hong Kong
$2.11M -$47.9K -1,000 -2%
Aviva
333
Aviva
United Kingdom
$2.09M -$5.34M -111,474 -72%
AAS
334
Avantax Advisory Services
Texas
$2.09M +$101K +2,109 +5%
B
335
Bellecapital
Switzerland
$2.06M +$245K +5,116 +14%
PP
336
PDT Partners
New York
$2.06M +$2.06M +42,871 New
RA
337
Resolute Advisors
California
$2.03M – – –
ISWM
338
Independent Solutions Wealth Management
New York
$2.01M +$35.3K +736 +2%
FIM
339
Freedom Investment Management
Connecticut
$2M -$479K -9,987 -19%
QP
340
Quilter Plc
United Kingdom
$1.98M +$1.98M +1,990 New
MC
341
Maverick Capital
Texas
$1.98M -$2.36M -49,146 -54%
BTWM
342
Baker Tilly Wealth Management
Wisconsin
$1.96M +$250K +5,220 +15%
AA
343
ALPS Advisors
Colorado
$1.95M -$352K -7,334 -15%
MSAM
344
Moloney Securities Asset Management
Missouri
$1.92M -$112K -2,335 -6%
VVP
345
Venture Visionary Partners
Ohio
$1.88M +$1.24M +25,873 +193%
Mercer Global Advisors
346
Mercer Global Advisors
Colorado
$1.87M +$211K +4,393 +13%
HI
347
Harbour Investments
Wisconsin
$1.86M +$157K +3,273 +9%
WEG
348
World Equity Group
Illinois
$1.86M +$1.64M +54,011 +757%
FCI
349
Financial Counselors Inc
Kansas
$1.86M +$2.73K +57 +0.1%
BRWA
350
B. Riley Wealth Advisors
Florida
$1.84M -$292K -6,100 -14%
12 13
14
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