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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 %
CTFG
401
Capstone Triton Financial Group
Oklahoma
$1.28M -$229K -4,784 -15%
RBA
402
Richard Bernstein Advisors
New York
$1.28M +$1.28M +26,610 New
CSPIA
403
Cary Street Partners Investment Advisory
Virginia
$1.27M -$10.5K -220 -0.8%
SIG
404
Stonegate Investment Group
Alabama
$1.27M -$53.9K -1,125 -4%
SA
405
Strategic Advisors
New York
$1.26M -$8.05K -168 -0.6%
BWAM
406
Boyd Watterson Asset Management
Ohio
$1.26M +$94.2K +1,964 +8%
PCIA
407
Prime Capital Investment Advisors
Kansas
$1.25M +$746K +15,569 +147%
JWM
408
Jeppson Wealth Management
California
$1.25M -$36.2K -756 -3%
AF
409
Apexium Financial
Texas
$1.24M – – –
KPWS
410
Kestra Private Wealth Services
Texas
$1.23M +$38.2K +796 +3%
IWC
411
Integrated Wealth Concepts
Massachusetts
$1.23M +$638K +13,308 +108%
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$1.22M +$112K +2,343 +10%
MCM
413
MAI Capital Management
Ohio
$1.21M +$38.4K +801 +3%
NFSG
414
Newbridge Financial Services Group
Florida
$1.19M -$104K -2,170 -8%
KWM
415
Kingsview Wealth Management
Oregon
$1.18M +$27.7K +577 +2%
HCA
416
Harbor Capital Advisors
Illinois
$1.18M -$111K -2,323 -9%
BA
417
Bristlecone Advisors
Washington
$1.17M +$30.6K +639 +3%
LAI
418
Legal Advantage Investments
California
$1.17M – – –
LA
419
LBP AM
France
$1.16M -$80.6K -1,683 -7%
KJHP
420
K.J. Harrison & Partners
Ontario, Canada
$1.12M +$815K +17,030 +266%
VIA
421
Vident Investment Advisory
Georgia
$1.11M +$33.6K +702 +3%
PFS
422
Prospera Financial Services
Texas
$1.1M -$46.3K -965 -4%
LSA
423
L & S Advisors
California
$1.09M -$529K -11,027 -33%
SS
424
Simplicity Solutions
Minnesota
$1.08M +$1.08M +22,548 New
AWM
425
Avitas Wealth Management
California
$1.08M -$9.16K -191 -0.8%
15 16
17
18 19