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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 %
BF
451
BOK Financial
Oklahoma
$866K +$503K +10,485 +138%
IWM
452
IHT Wealth Management
Illinois
$864K +$534K +11,129 +161%
BAAM
453
Baker Avenue Asset Management
California
$863K – – –
IVP
454
Intrinsic Value Partners
Arizona
$863K -$2.64K -55 -0.3%
SWP
455
Stratos Wealth Partners
Ohio
$858K -$83.1K -1,734 -9%
OIA
456
OneDigital Investment Advisors
Kansas
$854K +$371K +7,732 +77%
FP
457
Financial Perspectives
Minnesota
$853K +$40.7K +850 +5%
AP
458
AtonRa Partners
Switzerland
$848K -$217K -4,525 -20%
Lido Advisors
459
Lido Advisors
California
$847K -$74K -1,543 -8%
MA
460
Montag & Associates
Georgia
$841K -$959 -20 -0.1%
TIM
461
Thornburg Investment Management
New Mexico
$839K – – –
ZCM
462
Zenyatta Capital Management
Delaware
$839K +$839K +17,500 New
LP
463
LMR Partners
United Kingdom
$835K +$835K +17,410 New
VCM
464
Vetamer Capital Management
California
$813K -$222K -4,639 -21%
GITFIT
465
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$813K +$287K +6,000 +55%
YCM
466
Yousif Capital Management
Michigan
$806K -$192K -4,010 -19%
GBWM
467
Granite Bay Wealth Management
New Hampshire
$789K +$11.7K +245 +2%
CG
468
Caprock Group
Idaho
$788K +$49K +1,023 +7%
BIP
469
Bouvel Investment Partners
Pennsylvania
$787K +$21.9K +457 +3%
SS
470
Sunbelt Securities
Texas
$774K +$315K +6,781 +69%
SFA
471
Souders Financial Advisors
Ohio
$769K -$27.7K -577 -3%
IAIM
472
International Assets Investment Management
Florida
$766K -$108K -2,246 -12%
BFEC
473
Benjamin F. Edwards & Company
Missouri
$764K +$138K +2,875 +22%
CWM
474
Calamos Wealth Management
Illinois
$763K +$763K +15,910 New
GA
475
Greytown Advisors
Florida
$761K -$58.2K -1,215 -7%
17 18
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