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Shopify
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Overview Fund Activity

1,201 hedge funds and large institutions have $67.2B invested in Shopify in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 364 increasing their positions, 414 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+133
Holders Change %
+12.45%
% of All Funds
17.6%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
0.59%
New
249
Increased
364
Reduced
414
Closed
105
Calls
$3.83B
Puts
$2.96B
Net Calls
+$868M
Net Calls Change
+$881M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.54B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.52B
3
Capital World Investors
Capital World Investors
California
+$685M
4
GQG Partners
GQG Partners
Florida
+$547M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$433M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$356M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$291M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$221M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$181M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
501
IEQ Capital
California
$1.15M +$216K +2,773 +23%
MIC
502
Means Investment Company
Maine
$1.12M +$13.3K +171 +1%
HI
503
Harbour Investments
Wisconsin
$1.12M +$50.9K +654 +5%
MCM
504
MAI Capital Management
Ohio
$1.1M +$57.2K +734 +5%
AA
505
Ancora Advisors
Ohio
$1.09M -$35.1K -450 -3%
JWM
506
JFG Wealth Management
Colorado
$1.09M +$1.09M +14,000 New
FTDI
507
First Trust Direct Indexing
Massachusetts
$1.09M +$226K +2,901 +26%
WMP
508
Wealth Management Partners
Arizona
$1.08M +$9.82K +126 +0.9%
GVAG
509
Great Valley Advisor Group
Delaware
$1.08M +$45.4K +583 +4%
Prudential Financial
510
Prudential Financial
New Jersey
$1.07M -$113K -1,445 -10%
CMI
511
Clare Market Investments
Texas
$1.07M +$64.6K +829 +6%
BAM
512
BOCHK Asset Management
Hong Kong
$1.06M +$1.06M +13,600 New
CA
513
Corrado Advisors
New Jersey
$1.06M – – –
KIG
514
Kennedy Investment Group
New Jersey
$1.06M -$41.3K -530 -4%
GWSG
515
GPS Wealth Strategies Group
Colorado
$1.06M +$95.8K +1,230 +10%
MSFS
516
Main Street Financial Solutions
Pennsylvania
$1.06M -$122K -1,560 -10%
PWM
517
Prosperity Wealth Management
California
$1.05M -$289K -3,705 -21%
RC
518
Roundview Capital
New Jersey
$1.05M +$74.8K +960 +8%
BTWM
519
Baker Tilly Wealth Management
Wisconsin
$1.05M -$202K -2,590 -16%
DG
520
DMC Group
Alabama
$1.05M +$297K +3,814 +39%
QI
521
Qtron Investments
Massachusetts
$1.03M +$1.03M +13,180 New
WPW
522
Watershed Private Wealth
Illinois
$1.02M – – –
SBIA
523
Sheaff Brock Investment Advisors
Indiana
$1M +$12.5K +160 +1%
MAM
524
MWA Asset Management
Massachusetts
$1M +$41.3K +530 +4%
IGWM
525
ICA Group Wealth Management
Colorado
$992K +$92.1K +1,182 +10%
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