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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 %
CLOS
501
Compagnie Lombard Odier SCmA
Switzerland
$618K -$526K -10,968 -46%
CFG
502
Citizens Financial Group
Rhode Island
$617K -$129K -2,693 -17%
PA
503
Procyon Advisors
Connecticut
$617K +$199K +4,154 +48%
XSC
504
X-Square Capital
Puerto Rico
$610K -$148K -3,084 -20%
GKWIM
505
Gerber Kawasaki Wealth & Investment Management
California
$609K -$183K -3,819 -23%
CCIA
506
Cherry Creek Investment Advisors
Colorado
$607K – – –
IC
507
IEQ Capital
California
$605K -$255K -5,313 -30%
RC
508
Roundview Capital
New Jersey
$603K – – –
WG
509
Winton Group
United Kingdom
$600K +$205K +4,285 +52%
BBA
510
Baader Bank Aktiengesellschaft
Germany
$599K -$47.9K -1,000 -7%
AWM
511
Avior Wealth Management
Nebraska
$599K +$24K +500 +4%
CCM
512
Conway Capital Management
California
$590K +$104K +2,175 +21%
BCI
513
Brinker Capital Investments
Pennsylvania
$589K +$589K +12,292 New
OPS
514
Orion Portfolio Solutions
Nebraska
$589K +$589K +12,292 New
HHGA
515
Halbert Hargrove Global Advisors
California
$589K +$336 +7 +0.1%
SNT
516
SIG North Trading
Pennsylvania
$587K -$3.08M -64,217 -84%
AWA
517
Arete Wealth Advisors
Illinois
$585K +$125K +2,611 +27%
FTDI
518
First Trust Direct Indexing
Massachusetts
$582K -$55.3K -1,153 -9%
WMP
519
Wealth Management Partners
Arizona
$579K +$579K +12,077 New
EWA
520
EP Wealth Advisors
California
$574K +$132K +2,293 +30%
WC
521
Woodstock Corp
Massachusetts
$565K – – –
GAM
522
Grandview Asset Management
Pennsylvania
$565K -$84.3K -1,760 -13%
HSA
523
HBK Sorce Advisory
Pennsylvania
$564K -$578K -12,060 -51%
OP
524
ORG Partners
Indiana
$563K +$563K +11,816 New
WCM
525
Washburn Capital Management
Florida
$561K +$72.2K +1,505 +15%
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