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Shopify
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Overview Fund Activity

1,201 hedge funds and large institutions have $67.2B invested in Shopify in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 364 increasing their positions, 414 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+133
Holders Change %
+12.45%
% of All Funds
17.6%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
0.59%
New
249
Increased
364
Reduced
414
Closed
105
Calls
$3.83B
Puts
$2.96B
Net Calls
+$868M
Net Calls Change
+$881M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.54B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.52B
3
Capital World Investors
Capital World Investors
California
+$685M
4
GQG Partners
GQG Partners
Florida
+$547M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$433M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$356M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$291M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$221M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$181M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
401
Ratan Capital Management
Florida
$2.12M -$1.78M -22,800 -46%
SP
402
SWS Partners
Ohio
$2.12M -$34.1K -438 -2%
VA
403
Vident Advisory
Georgia
$2.09M -$118K -1,515 -5%
VPIM
404
Vanguard Personalized Indexing Management
California
$2.08M +$91.6K +1,176 +5%
BOSSRA
405
B.O.S.S. Retirement Advisors
Utah
$2.07M -$50.9K -653 -2%
CPIG
406
Chicago Partners Investment Group
Illinois
$2.05M -$9.04K -112 -0.4%
SA
407
Strategic Advisors
New York
$2.05M -$1.56K -20 -0.1%
WSC
408
Wellington Shields & Co
New York
$2.04M -$304K -3,897 -13%
LNWWM
409
Laird Norton Wetherby Wealth Management
California
$2.03M +$1.87K +24 +0.1%
ETCM
410
Evolutionary Tree Capital Management
Virginia
$2.03M +$2.03M +26,064 New
KWM
411
Kingsview Wealth Management
Oregon
$2.03M +$106K +1,363 +6%
Envestnet Portfolio Solutions
412
Envestnet Portfolio Solutions
Illinois
$2.01M -$116K -1,489 -5%
AF
413
Apexium Financial
Texas
$2.01M – – –
SIG
414
Stonegate Investment Group
Alabama
$2M -$22.1K -284 -1%
SWM
415
Spire Wealth Management
Virginia
$1.98M -$251K -3,139 -11%
JWM
416
Jeppson Wealth Management
California
$1.97M -$2.34K -30 -0.1%
OCM
417
Once Capital Management
New York
$1.95M +$1.95M +25,000 New
CM
418
Churchill Management
California
$1.93M -$356K -4,568 -16%
LAI
419
Legal Advantage Investments
California
$1.91M – – –
PFS
420
Prospera Financial Services
Texas
$1.9M -$32.4K -416 -2%
AWP
421
Ascent Wealth Partners
New York
$1.9M +$44.8K +575 +2%
CTFG
422
Capstone Triton Financial Group
Oklahoma
$1.87M -$116K -1,490 -6%
BA
423
Bristlecone Advisors
Washington
$1.86M -$54.8K -703 -3%
CQS
424
Credential Qtrade Securities
$1.85M -$310K -3,977 -14%
KeyBank National Association
425
KeyBank National Association
Ohio
$1.84M +$10K +129 +0.6%
15 16
17
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