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Shopify
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Overview Fund Activity

1,342 hedge funds and large institutions have $107B invested in Shopify in 2021 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 520 increasing their positions, 374 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
+121
Holders Change %
+9.91%
% of All Funds
20.73%
Holding in Top 10
85
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.66%
% of All Funds
1.31%
New
240
Increased
520
Reduced
374
Closed
101
Calls
$14.5B
Puts
$11.3B
Net Calls
+$3.23B
Net Calls Change
+$3.8B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$941M
2
UBS AM
UBS AM
Illinois
+$823M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$300M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$254M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$249M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$392M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$373M
3
AIM
ARK Investment Management
Florida
-$286M
4
SG Americas Securities
SG Americas Securities
New York
-$214M
5
Morgan Stanley
Morgan Stanley
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
376
Wedbush Securities
California
$4.4M +$230K +1,670 +6%
AI
377
Atria Investments
North Carolina
$4.4M +$496K +3,600 +13%
PBCM
378
Point Break Capital Management
Florida
$4.35M -$1.38K -10 -0%
APA
379
American Portfolios Advisors
New York
$4.34M -$101K -730 -2%
ACM
380
Alcosta Capital Management
California
$4.31M +$52.3K +380 +1%
FM
381
Family Management
New York
$4.26M +$386K +2,800 +10%
FCI
382
Financial Counselors Inc
Kansas
$4.25M +$204K +1,480 +5%
HFM
383
Harvest Fund Management
China
$4.25M -$40.5K -290 -0.9%
ACM
384
Alpha Capital Management
Texas
$4.17M -$81.3K -590 -2%
CAPTRUST Financial Advisors
385
CAPTRUST Financial Advisors
North Carolina
$4.17M +$574K +4,170 +16%
OC
386
Oppenheimer & Co
New York
$4.13M +$368K +2,670 +10%
Vontobel Holding
387
Vontobel Holding
Switzerland
$4.13M +$478K +3,390 +13%
KWM
388
Kingsview Wealth Management
Oregon
$4.12M +$85.4K +620 +2%
RIA
389
Regal Investment Advisors
Michigan
$4.08M -$223K -1,620 -5%
MMA
390
Miracle Mile Advisors
California
$4.03M +$6.89K +50 +0.2%
BFM
391
Boothbay Fund Management
New York
$4.03M +$3.52M +25,570 +701%
MYIA
392
Mount Yale Investment Advisors
Colorado
$4M -$35.8K -260 -0.9%
SO
393
STRS Ohio
Ohio
$4M +$4M +29,000 New
Qube Research & Technologies (QRT)
394
Qube Research & Technologies (QRT)
United Kingdom
$4M +$4M +29,020 New
VanEck Associates
395
VanEck Associates
New York
$3.97M +$277K +2,010 +7%
BWL
396
Bogart Wealth LLC
Virginia
$3.91M +$1.54M +11,170 +65%
ISWM
397
Independent Solutions Wealth Management
New York
$3.91M -$71.6K -520 -2%
Cerity Partners
398
Cerity Partners
New York
$3.89M +$1.84M +13,380 +90%
CWP
399
CFM Wealth Partners
Texas
$3.86M +$847K +6,200 +28%
PWM
400
PRW Wealth Management
Massachusetts
$3.76M -$103K -750 -3%
14 15
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