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Shopify
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Overview Fund Activity

1,067 hedge funds and large institutions have $42.6B invested in Shopify in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 388 increasing their positions, 376 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
-48
Holders Change %
-4.3%
% of All Funds
17.01%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.53%
New
96
Increased
388
Reduced
376
Closed
135
Calls
$1.95B
Puts
$1.97B
Net Calls
-$13.2M
Net Calls Change
+$397M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.59B
2
Coatue Management
2
Coatue Management
New York
$306M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$596M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.97B
5
BlackRock
5
BlackRock
New York
$364M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$281M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.34B
3
Morgan Stanley
3
Morgan Stanley
New York
$3.25B
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$3.42B
5
SM
5
SCGE Management
California
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
401
Envestnet Portfolio Solutions
Illinois
$1.49M +$1.49M +27,343 New
OC
402
Oppenheimer & Co
New York
$1.49M -$1.18M -21,570 -44%
WSCM
403
Wellington Shields Capital Management
New York
$1.48M -$175K -3,200 -11%
BOSSRA
404
B.O.S.S. Retirement Advisors
Utah
$1.48M +$56.5K +1,036 +4%
CM
405
Caption Management
Oklahoma
$1.47M -$464K -8,500 -24%
PAS
406
Park Avenue Securities
New York
$1.47M -$17.1K -313 -1%
BWAM
407
Boyd Watterson Asset Management
Ohio
$1.44M +$5.29K +97 +0.4%
SA
408
Strategic Advisors
New York
$1.44M -$1.42K -26 -0.1%
PA
409
Parallel Advisors
California
$1.43M -$43.7K -800 -3%
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$1.42M +$11.1K +204 +0.8%
EGM
411
Engineers Gate Manager
New York
$1.42M +$153K +2,802 +12%
SIG
412
Stonegate Investment Group
Alabama
$1.41M -$14.4K -263 -1%
BAM
413
Blueshift Asset Management
New Jersey
$1.41M +$29.5K +540 +2%
AF
414
Apexium Financial
Texas
$1.41M – – –
PFO
415
Pathstone Family Office
New Jersey
$1.41M +$553K +10,127 +65%
AAB
416
ABN AMRO Bank
Netherlands
$1.4M -$515K -9,386 -27%
YIH
417
Y-Intercept (HK)
Hong Kong
$1.4M +$1.4M +25,604 New
CWM
418
Calamos Wealth Management
Illinois
$1.4M +$106K +1,936 +8%
CCM
419
Cinctive Capital Management
New York
$1.4M +$63K +1,154 +5%
VPIM
420
Vanguard Personalized Indexing Management
California
$1.4M +$244K +4,470 +21%
CTFG
421
Capstone Triton Financial Group
Oklahoma
$1.39M – – –
JWM
422
Jeppson Wealth Management
California
$1.38M -$2.13K -39 -0.2%
GITFIT
423
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.38M +$319K +4,100 +30%
T
424
TOBAM
France
$1.37M -$1.05M -19,094 -43%
MCM
425
Moore Capital Management
New York
$1.36M -$10.7M -196,124 -89%
15 16
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