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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 %
KTC
476
Kistler-Tiffany Companies
Pennsylvania
$743K -$19.2K -400 -3%
LCM
477
Lattice Capital Management
Washington
$735K – – –
IP
478
Intellectus Partners
California
$735K +$735K +15,322 New
HCM
479
Hitchwood Capital Management
New York
$719K +$719K +15,000 New
IMC Chicago
480
IMC Chicago
Illinois
$707K +$707K +14,747 New
RWB
481
RMR Wealth Builders
New Jersey
$704K +$348K +7,264 +98%
KIG
482
Kennedy Investment Group
New Jersey
$700K -$57.5K -1,200 -8%
MIC
483
Means Investment Company
Maine
$691K +$88.6K +1,848 +15%
PIA
484
Perennial Investment Advisors
California
$688K -$50.7K -1,058 -7%
NP
485
Nilsine Partners
Colorado
$677K +$677K +14,124 New
KLC
486
Knowledge Leaders Capital
Colorado
$664K -$572K -11,932 -46%
RMC
487
Resources Management Corp
Connecticut
$660K +$654K +5,472 +10,944%
MSFS
488
Main Street Financial Solutions
Pennsylvania
$658K +$319K +6,653 +94%
FBC
489
Fairfield, Bush & Co
Connecticut
$657K +$19.9K +415 +3%
CWS
490
Cypress Wealth Services
California
$655K -$9.59K -200 -1%
ARG
491
Advisory Resource Group
Oklahoma
$647K +$647K +13,505 New
CA
492
Corrado Advisors
New Jersey
$647K – – –
FWP
493
FAS Wealth Partners
Kansas
$645K +$7.05K +147 +1%
AWA
494
Arkadios Wealth Advisors
Georgia
$642K -$68.6K -1,431 -10%
GVAG
495
Great Valley Advisor Group
Delaware
$630K +$33K +688 +6%
WPW
496
Watershed Private Wealth
Illinois
$628K – – –
AA
497
Ancora Advisors
Ohio
$627K -$11.3K -235 -2%
CWP
498
CFM Wealth Partners
Texas
$627K +$627K +13,074 New
IA
499
IFP Advisors
Florida
$625K -$923K -6,122 -60%
VWM
500
Venturi Wealth Management
Texas
$622K -$7.43K -155 -1%
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