We are live on ! Find out more
SHOP icon

Shopify

1,208 hedge funds and large institutions have $111B invested in Shopify in 2021 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 487 increasing their positions, 358 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 89

36% more repeat investments, than reductions

Existing positions increased: 487 | Existing positions reduced: 358

34% more capital invested

Capital invested by funds: $83B → $111B (+$28.5B)

23% more funds holding in top 10

Funds holding in top 10: 6985 (+16)

12% more call options, than puts

Call options by funds: $11.4B | Put options by funds: $10.2B

5.8% more ownership

Funds ownership: 669.21%675.01% (+5.8%)

5% more funds holding

Funds holding: 1,1531,208 (+55)

Holders
1,208
Holders Change
+55
Holders Change %
+4.77%
% of All Funds
21.03%
Holding in Top 10
85
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.19%
% of All Funds
1.48%
New
155
Increased
487
Reduced
358
Closed
89
Calls
$11.4B
Puts
$10.2B
Net Calls
+$1.21B
Net Calls Change
+$4.23B
Name Holding Trade Value Shares
Change
Change in
Stake
KA
501
Kercheville Advisors
Texas
$2.01M -$61.6K -500 -4%
HIA
502
Harbor Investment Advisory
Maryland
$2M -$35.7K -290 -2%
TNAM
503
Terra Nova Asset Management
New York
$1.99M +$9.86K +80 +0.6%
RC
504
Roundview Capital
New Jersey
$1.99M -$154K -1,250 -8%
LAI
505
Legal Advantage Investments
California
$1.99M +$9.86K +80 +0.6%
CIEP
506
Constellation Investimentos e Participacoes
Brazil
$1.97M +$850K +6,900 +105%
BIM
507
Baldwin Investment Management
Pennsylvania
$1.97M -$13.6K -110 -0.8%
OIS
508
Okabena Investment Services
Minnesota
$1.96M -$148K -1,200 -8%
CWS
509
Cypress Wealth Services
California
$1.96M -$81.3K -660 -5%
MWM
510
Mission Wealth Management
California
$1.96M +$943K +7,650 +134%
GAM
511
Grandview Asset Management
Pennsylvania
$1.95M -$132K -1,070 -7%
WR
512
WD Rutherford
Oregon
$1.93M +$55.4K +450 +4%
AIM
513
Artemis Investment Management
United Kingdom
$1.92M +$1.62M +13,150 New
AFP
514
Ausdal Financial Partners
Iowa
$1.92M +$439K +3,560 +37%
BA
515
Bristlecone Advisors
Washington
$1.89M +$57.9K +470 +4%
CAM
516
Concorde Asset Management
Michigan
$1.89M +$875K +7,100 +122%
DBT
517
Dubuque Bank & Trust
Iowa
$1.88M +$1.23K +10 +0.1%
PWLP
518
Prio Wealth Limited Partnership
Massachusetts
$1.88M -$8.63K -70 -0.5%
TI
519
Tidal Investments
Wisconsin
$1.87M -$260K -2,110 -14%
HSA
520
HBK Sorce Advisory
Pennsylvania
$1.85M +$17.3K +140 +1%
EPA
521
Element Pointe Advisors
Florida
$1.8M +$120K +970 +9%
TRCT
522
Tower Research Capital (TRC)
New York
$1.8M +$1.14M +9,220 +295%
PAI
523
Pittenger & Anderson Inc
Nebraska
$1.8M +$2.46K +20 +0.2%
FFS
524
Founders Financial Securities
Maryland
$1.79M -$39.4K -320 -3%
OPW
525
Oxler Private Wealth
New York
$1.78M +$370K +3,000 +33%

SHOP Hedge Fund Activity: Q2 2021 in Review

1,208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q2 2021, worth a combined $111B — up 34% from $83B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHOP positions and 89 closed out — a net gain of 66 holders — while 487 added to existing stakes and 358 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.44B. The largest seller was Capital World Investors, cutting an estimated $1.13B.

  • 1,208 institutional investors held Shopify (SHOP) as of Q2 2021, up from 1,153 in Q1 2021.
  • Funds reported $111B of Shopify stock for Q2 2021, up 34% quarter-over-quarter.
  • 155 funds opened new Shopify positions in Q2 2021 and 89 closed out, a net change of +66 holders.
  • The largest Shopify buyer in Q2 2021 was Capital Research Global Investors, an estimated $1.44B added.
  • The largest Shopify seller in Q2 2021 was Capital World Investors, an estimated $1.13B sold.

Based on aggregated 13F filings for Q2 2021.