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Shopify
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Overview Fund Activity

1,221 hedge funds and large institutions have $104B invested in Shopify in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 497 increasing their positions, 356 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
+17
Holders Change %
+1.41%
% of All Funds
21.44%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.44%
New
122
Increased
497
Reduced
356
Closed
92
Calls
$10.6B
Puts
$11.2B
Net Calls
-$561M
Net Calls Change
-$1.78B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$530M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$408M
3
SG Americas Securities
SG Americas Securities
New York
+$381M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$230M
5
UBS AM
UBS AM
Illinois
+$203M

Top Sellers

1
AIM
ARK Investment Management
Florida
-$402M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$348M
3
LPC
Lone Pine Capital
Connecticut
-$274M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$268M
5
Renaissance Technologies
Renaissance Technologies
New York
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNAM
501
Terra Nova Asset Management
New York
$1.94M +$92.2K +680 +5%
KA
502
Kercheville Advisors
Texas
$1.94M +$69.1K +510 +4%
VWA
503
V Wealth Advisors
Kansas
$1.93M +$12.2K +90 +0.6%
GAM
504
Grandview Asset Management
Pennsylvania
$1.92M +$113K +830 +6%
AMCA
505
Arthur M. Cohen & Associates
Illinois
$1.91M +$44.7K +330 +2%
MWM
506
Mission Wealth Management
California
$1.91M +$99K +730 +5%
VIA
507
Vident Investment Advisory
Georgia
$1.91M -$216K -1,590 -10%
NCGI
508
Next Century Growth Investors
Minnesota
$1.9M – – –
HFS
509
Hantz Financial Services
Michigan
$1.89M +$338K +2,490 +22%
HIA
510
Harbor Investment Advisory
Maryland
$1.88M +$17.6K +130 +0.9%
CLOS
511
Compagnie Lombard Odier SCmA
Switzerland
$1.88M +$352K +2,600 +23%
CFGS
512
Concourse Financial Group Securities
Alabama
$1.87M -$2.71K -20 -0.1%
XT
513
XTX Topco
Cayman Islands
$1.87M +$1.87M +13,810 New
RC
514
Roundview Capital
New Jersey
$1.86M +$5.42K +40 +0.3%
PCM
515
Prelude Capital Management
New York
$1.85M +$416K +3,070 +29%
LAI
516
Legal Advantage Investments
California
$1.84M -$6.78K -50 -0.4%
FTDI
517
First Trust Direct Indexing
Massachusetts
$1.84M -$491K -3,620 -21%
BIM
518
Baldwin Investment Management
Pennsylvania
$1.83M – – –
DAS
519
Dynamic Advisor Solutions
Arizona
$1.83M +$782K +5,770 +75%
OSAM
520
O'Shaughnessy Asset Management
Connecticut
$1.81M -$22M -162,520 -92%
WR
521
WD Rutherford
Oregon
$1.81M +$14.9K +110 +0.8%
FCM
522
Fortis Capital Management
Washington
$1.81M -$220K -1,620 -11%
CWS
523
Cypress Wealth Services
California
$1.8M -$20.3K -150 -1%
BF
524
BOK Financial
Oklahoma
$1.8M +$1.8M +13,270 New
BCI
525
Brinker Capital Investments
Pennsylvania
$1.77M – – –
19 20
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