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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 %
FTDI
526
First Trust Direct Indexing
Massachusetts
$888K +$676 +10 +0.1%
SSA
527
Schonfeld Strategic Advisors
New York
$880K -$3.05M -45,000 -78%
MNBTD
528
Moody National Bank Trust Division
Texas
$878K -$103K -1,530 -11%
MIM
529
Moseley Investment Management
Florida
$860K +$58.8K +870 +7%
DWM
530
Dakota Wealth Management
Florida
$850K -$306K -4,530 -26%
FA
531
Financial Avengers
California
$850K +$438K +6,470 +106%
GITFIT
532
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$845K +$845K +12,500 New
WE
533
Wealth Effects
Massachusetts
$843K +$46K +680 +6%
CAAS
534
Capital Asset Advisory Services
Michigan
$836K -$178K -2,640 -18%
RC
535
Roundview Capital
New Jersey
$815K -$94.6K -1,400 -10%
CAM
536
CenterStar Asset Management
Illinois
$815K – – –
CC
537
Centiva Capital
New York
$815K +$815K +12,060 New
HHGA
538
Halbert Hargrove Global Advisors
California
$812K – – –
MSFS
539
Main Street Financial Solutions
Pennsylvania
$807K +$76.4K +1,130 +10%
TCM
540
Triumph Capital Management
Colorado
$801K +$477K +7,060 +147%
Point72 Asset Management
541
Point72 Asset Management
Connecticut
$798K +$798K +11,800 New
MCM
542
Marsico Capital Management
Colorado
$795K -$23.1M -341,340 -97%
RIA
543
Realta Investment Advisors
Delaware
$790K +$86.6K +1,280 +12%
Verition Fund Management
544
Verition Fund Management
Connecticut
$785K -$101M -1,496,000 -99%
WA
545
Winfield Associates
Ohio
$780K -$835K -12,350 -52%
JWCA
546
J.W. Cole Advisors
Florida
$776K +$776K +11,480 New
BRG
547
Bay Rivers Group
Virginia
$774K -$19.6K -290 -2%
CFG
548
Citizens Financial Group
Rhode Island
$771K +$167K +2,470 +28%
IA
549
IAM Advisory
Pennsylvania
$770K +$39.9K +590 +5%
JWM
550
Jeppson Wealth Management
California
$767K +$209K +3,100 +38%
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