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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 %
MBTD
501
Mechanics Bank - Trust Department
California
$1.06M +$234K +3,470 +29%
VCA
502
Verdence Capital Advisors
Maryland
$1.05M -$153K -2,260 -13%
FIM
503
Freedom Investment Management
Connecticut
$1.05M -$1.83M -27,070 -64%
GAM
504
Grandview Asset Management
Pennsylvania
$1.05M +$35.2K +520 +3%
CAM
505
Claret Asset Management
Quebec, Canada
$1.04M +$31.1K +460 +3%
CM
506
Crestline Management
Texas
$1.02M +$1.02M +15,070 New
EGA
507
Eagle Global Advisors
Texas
$1.01M +$402K +5,950 +67%
GBWM
508
Granite Bay Wealth Management
New Hampshire
$998K +$321K +4,750 +47%
BIP
509
Bouvel Investment Partners
Pennsylvania
$997K +$6.08K +90 +0.6%
SFA
510
Souders Financial Advisors
Ohio
$997K +$359K +5,310 +56%
VCM
511
Virtue Capital Management
Tennessee
$984K -$44K -650 -4%
PFO
512
Pathstone Family Office
New Jersey
$959K +$410K +5,080 +75%
CWS
513
Confluence Wealth Services
Pennsylvania
$954K +$954K +14,120 New
TI
514
Tidal Investments
Wisconsin
$950K +$220K +3,250 +30%
OCM
515
Once Capital Management
New York
$946K +$946K +14,000 New
PFS
516
Prospera Financial Services
Texas
$945K -$762K -11,280 -45%
CLOS
517
Compagnie Lombard Odier SCmA
Switzerland
$927K -$36.5K -540 -4%
NW
518
NewEdge Wealth
Pennsylvania
$927K +$348K +5,150 +60%
BAMF
519
BI Asset Management Fondsmaeglerselskab
Denmark
$912K +$362K +5,350 +66%
AA
520
Ancora Advisors
Ohio
$909K +$161K +2,380 +21%
BF
521
BOK Financial
Oklahoma
$908K +$20.3K +300 +2%
LMKC
522
L.M. Kohn & Company
Ohio
$895K +$895K +13,240 New
CWS
523
Cypress Wealth Services
California
$894K -$16.2K -240 -2%
LCM
524
Lattice Capital Management
Washington
$889K – – –
CCM
525
Conway Capital Management
California
$888K +$888K +13,140 New
19 20
21
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