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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 %
C
451
Certuity
Florida
$1.56M +$59.5K +763 +4%
WAM
452
Weinberger Asset Management
California
$1.56M – – –
Lido Advisors
453
Lido Advisors
California
$1.56M -$336K -4,307 -18%
WSCM
454
Wellington Shields Capital Management
New York
$1.54M -$576K -7,400 -27%
LBWM
455
Left Brain Wealth Management
Illinois
$1.52M +$129K +1,661 +9%
P
456
Pitcairn
Pennsylvania
$1.51M -$223K -2,868 -13%
MSE
457
MUFG Securities EMEA
United Kingdom
$1.51M -$214K -2,746 -12%
ARC
458
Advisor Resource Council
Texas
$1.49M +$1.49M +19,099 New
AAB
459
ABN AMRO Bank
Netherlands
$1.47M -$539K -6,858 -27%
OAM
460
Oppenheimer Asset Management
New York
$1.47M +$405K +5,204 +38%
GKWIM
461
Gerber Kawasaki Wealth & Investment Management
California
$1.45M -$241K -3,092 -14%
AWA
462
Alta Wealth Advisors
Massachusetts
$1.44M +$30.4K +390 +2%
SS
463
Sunbelt Securities
Texas
$1.43M +$56.8K +729 +4%
KIA
464
Knollwood Investment Advisory
Maryland
$1.43M +$1.43M +18,390 New
LOAMS
465
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.42M +$354K +4,542 +33%
IWC
466
Integrated Wealth Concepts
Massachusetts
$1.42M -$63.9K -820 -4%
MA
467
Montag & Associates
Georgia
$1.39M – – –
GC
468
Guggenheim Capital
Illinois
$1.39M -$824K -10,576 -37%
GITFIT
469
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.38M – – –
BIP
470
Bouvel Investment Partners
Pennsylvania
$1.37M +$59K +758 +4%
FBC
471
Fairfield, Bush & Co
Connecticut
$1.37M +$98.9K +1,270 +8%
HAG
472
HighPoint Advisor Group
Illinois
$1.35M +$1.35M +17,229 New
NFSG
473
Newbridge Financial Services Group
Florida
$1.35M -$86.1K -1,105 -6%
CWS
474
Cypress Wealth Services
California
$1.35M +$234 +3 +0%
IVP
475
Intrinsic Value Partners
Arizona
$1.34M -$41.5K -533 -3%
17 18
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