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Shopify
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Overview Fund Activity

1,142 hedge funds and large institutions have $51.9B invested in Shopify in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 501 increasing their positions, 361 reducing their positions, and 339 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,142
Holders Change
-200
Holders Change %
-14.9%
% of All Funds
18.07%
Holding in Top 10
50
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-41.18%
% of All Funds
0.79%
New
152
Increased
501
Reduced
361
Closed
339
Calls
$14.5B
Puts
$7.36B
Net Calls
+$7.15B
Net Calls Change
+$3.92B

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$837M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$613M
3
Sands Capital Management
Sands Capital Management
Virginia
+$490M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$391M
5
Capital International Investors
Capital International Investors
California
+$380M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.39B
2
Jennison Associates
Jennison Associates
New York
-$1.23B
3
Capital World Investors
Capital World Investors
California
-$947M
4
ECU
Egerton Capital (UK)
United Kingdom
-$577M
5
UBS AM
UBS AM
Illinois
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
DGAM
476
Desjardins Global Asset Management
Quebec, Canada
$1.22M +$1.22M +17,980 New
NIM
477
NuWave Investment Management
New Jersey
$1.21M +$1.21M +17,850 New
AWM
478
Avitas Wealth Management
California
$1.2M -$1.78M -26,360 -60%
BTWM
479
Baker Tilly Wealth Management
Wisconsin
$1.2M +$1.2M +17,720 New
YCM
480
Yousif Capital Management
Michigan
$1.19M – – –
NFSG
481
Newbridge Financial Services Group
Florida
$1.19M +$110K +1,620 +10%
ETC
482
Exchange Traded Concepts
Oklahoma
$1.18M +$433K +6,410 +58%
BA
483
Bristlecone Advisors
Washington
$1.18M +$306K +4,530 +35%
CMTU
484
Capital Markets Trading (UK)
United Kingdom
$1.17M +$526K +7,780 +82%
AAS
485
Ameritas Advisory Services
Nebraska
$1.17M +$438K +6,480 +60%
GCA
486
Guardian Capital Advisors
Ontario, Canada
$1.16M +$875K +14,630 +305%
WHG
487
Westwood Holdings Group
Texas
$1.16M +$1.16M +17,180 New
PWP
488
Pursue Wealth Partners
California
$1.16M +$772K +11,990 +201%
HCM
489
HGI Capital Management
New York
$1.14M +$568K +8,410 +99%
LSPW
490
Lake Street Private Wealth
Illinois
$1.12M +$362K +5,360 +48%
FP
491
Financial Perspectives
Minnesota
$1.12M +$1.12M +16,620 New
MA
492
Montag & Associates
Georgia
$1.12M -$2.03K -30 -0.2%
SLWA
493
San Luis Wealth Advisors
California
$1.1M – – –
GAM
494
Griffin Asset Management
New York
$1.08M +$423K +6,260 +65%
IA
495
IFP Advisors
Florida
$1.08M +$1.03M +65,940 +2,148%
FFA
496
First Foundation Advisors
California
$1.07M +$160K +2,360 +18%
XSC
497
X-Square Capital
Puerto Rico
$1.07M +$38.5K +570 +4%
JSL
498
JT Stratford LLC
Georgia
$1.07M +$264K +3,910 +33%
PWSG
499
Pacific Wealth Strategies Group
California
$1.06M -$68.9K -1,020 -6%
GA
500
Greytown Advisors
Florida
$1.06M +$761K +11,260 +252%
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