SHOP icon

Shopify
SHOP

Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.01B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$723M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.17B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.5B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.65B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$3.05B
2
Sands Capital Management
Sands Capital Management
Virginia
$1.06B
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$4.23B
4
AIM
ARK Investment Management
Florida
$573M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$611M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
401
Integrated Wealth Concepts
Massachusetts
$1.73M +$71.2K +1,102 +4%
KPWS
402
Kestra Private Wealth Services
Texas
$1.72M +$59K +913 +4%
MCM
403
MAI Capital Management
Ohio
$1.7M +$77.6K +1,201 +5%
SA
404
Strategic Advisors
New York
$1.7M -$452 -7 -0%
BWAM
405
Boyd Watterson Asset Management
Ohio
$1.7M -$1.03K -16 -0.1%
SIG
406
Stonegate Investment Group
Alabama
$1.69M -$26K -403 -2%
BOSSRA
407
B.O.S.S. Retirement Advisors
Utah
$1.69M -$410K -6,343 -20%
WA
408
WP Advisors
California
$1.69M -$55.8K -864 -3%
ECU
409
Eisler Capital (UK)
United Kingdom
$1.68M -$1.64M -25,417 -49%
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$1.67M +$29.9K +463 +2%
AF
411
Apexium Financial
Texas
$1.67M – – –
QT
412
Quantbot Technologies
New York
$1.66M +$1.66M +25,673 New
CTFG
413
Capstone Triton Financial Group
Oklahoma
$1.65M -$78K -1,208 -5%
PA
414
Procyon Advisors
Connecticut
$1.64M +$811K +12,558 +98%
VFA
415
Valeo Financial Advisors
Indiana
$1.64M -$285K -4,417 -15%
BAM
416
Blueshift Asset Management
New Jersey
$1.64M -$1.71M -26,419 -51%
JWM
417
Jeppson Wealth Management
California
$1.64M -$45.6K -706 -3%
WS
418
Wedbush Securities
California
$1.61M -$334K -5,167 -17%
BA
419
Bristlecone Advisors
Washington
$1.59M +$7.11K +110 +0.4%
PFS
420
Prospera Financial Services
Texas
$1.58M +$107K +1,656 +7%
KWM
421
Kingsview Wealth Management
Oregon
$1.58M -$17.6K -273 -1%
CCM
422
Cinctive Capital Management
New York
$1.58M +$1.58M +24,424 New
LAI
423
Legal Advantage Investments
California
$1.58M – – –
Lido Advisors
424
Lido Advisors
California
$1.54M +$400K +6,189 +35%
SI
425
Stephens Inc
Arkansas
$1.54M -$509K -7,874 -25%
15 16
17
18 19