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Shopify
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Overview Fund Activity

1,342 hedge funds and large institutions have $107B invested in Shopify in 2021 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 520 increasing their positions, 374 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
+121
Holders Change %
+9.91%
% of All Funds
20.73%
Holding in Top 10
85
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.66%
% of All Funds
1.31%
New
240
Increased
520
Reduced
374
Closed
101
Calls
$14.5B
Puts
$11.3B
Net Calls
+$3.23B
Net Calls Change
+$3.8B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$941M
2
UBS AM
UBS AM
Illinois
+$823M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$300M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$254M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$249M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$392M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$373M
3
AIM
ARK Investment Management
Florida
-$286M
4
SG Americas Securities
SG Americas Securities
New York
-$214M
5
Morgan Stanley
Morgan Stanley
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
526
BOK Financial
Oklahoma
$1.81M -$19.3K -140 -1%
FTDI
527
First Trust Direct Indexing
Massachusetts
$1.81M -$57.8K -420 -3%
CAM
528
Concorde Asset Management
Michigan
$1.77M -$377K -2,740 -18%
BA
529
Bristlecone Advisors
Washington
$1.77M +$68.9K +500 +4%
CG
530
Caprock Group
Idaho
$1.76M -$464K -3,370 -21%
DC
531
Davenport & Co
Virginia
$1.76M +$1.05M +7,660 +150%
HSA
532
HBK Sorce Advisory
Pennsylvania
$1.76M +$89.5K +650 +5%
SW
533
SkyOak Wealth
Michigan
$1.73M – – –
Assenagon Asset Management
534
Assenagon Asset Management
Luxembourg
$1.72M -$108M -784,610 -98%
Squarepoint
535
Squarepoint
New York
$1.72M -$4.58M -33,260 -73%
Carson Wealth (CWM LLC)
536
Carson Wealth (CWM LLC)
Nebraska
$1.71M +$1.71M +12,410 New
BIA
537
Biondo Investment Advisors
Pennsylvania
$1.69M -$24.8K -180 -1%
OPW
538
Oxler Private Wealth
New York
$1.68M – – –
BCI
539
Brinker Capital Investments
Pennsylvania
$1.68M +$8.27K +60 +0.5%
MBTD
540
Mechanics Bank - Trust Department
California
$1.68M +$260K +1,890 +18%
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$1.67M +$30.3K +220 +2%
HHGA
542
Halbert Hargrove Global Advisors
California
$1.65M +$1.38K +10 +0.1%
JSL
543
JT Stratford LLC
Georgia
$1.64M +$89.5K +650 +6%
MIM
544
Moseley Investment Management
Florida
$1.63M -$24.8K -180 -1%
WE
545
Wealth Effects
Massachusetts
$1.62M +$1.62M +11,790 New
BRG
546
Bay Rivers Group
Virginia
$1.62M +$273K +1,980 +20%
VFA
547
Valeo Financial Advisors
Indiana
$1.61M +$387K +2,810 +32%
BFEC
548
Benjamin F. Edwards & Company
Missouri
$1.6M +$193K +1,400 +14%
BOH
549
Bank of Hawaii
Hawaii
$1.57M +$234K +1,700 +18%
Acadian Asset Management
550
Acadian Asset Management
Massachusetts
$1.56M -$489K -3,550 -24%
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