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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 %
GA
526
Gateway Advisory
New Jersey
$561K +$561K +11,712 New
SFA
527
Sequoia Financial Advisors
Ohio
$557K +$151K +3,159 +37%
OL
528
Owen LaRue
Kentucky
$557K – – –
AIM
529
Artemis Investment Management
United Kingdom
$553K -$589K -12,297 -52%
LOAMS
530
Lombard Odier Asset Management (Switzerland)
Switzerland
$543K +$14K +160 +3%
OFG
531
Oxford Financial Group
Indiana
$532K -$192K -4,000 -26%
TI
532
Tidal Investments
Wisconsin
$529K -$191K -3,986 -27%
ICP
533
Interchange Capital Partners
Pennsylvania
$529K +$529K +11,028 New
CCA
534
Cravens & Co Advisors
Tennessee
$527K +$6.95K +145 +1%
GIBU
535
Gulf International Bank (UK)
United Kingdom
$525K – – –
MTWM
536
Masso Torrence Wealth Management
New Jersey
$519K -$32.1K -670 -6%
MWM
537
Mission Wealth Management
California
$518K -$95.9K -2,000 -16%
ACA
538
Aptus Capital Advisors
Alabama
$508K +$74.5K +1,554 +17%
ZIG
539
Zullo Investment Group
Pennsylvania
$508K +$70.4K +1,468 +16%
SCM
540
SevenOneSeven Capital Management
Pennsylvania
$503K +$5.1K +81 +1%
ONB
541
Old National Bancorp
Indiana
$501K +$140K +2,917 +39%
PWM
542
Perigon Wealth Management
California
$498K +$83.6K +1,744 +20%
IGWM
543
ICA Group Wealth Management
Colorado
$497K +$12K +250 +2%
PPP
544
Private Portfolio Partners
New Jersey
$489K +$3.64K +76 +0.8%
GIA
545
Gladstone Institutional Advisory
Florida
$488K +$488K +10,171 New
AF
546
Allworth Financial
California
$487K +$29.3K +611 +6%
CWM
547
Cornerstone Wealth Management
Missouri
$486K +$486K +10,147 New
EF
548
Empowered Funds
Pennsylvania
$486K +$486K +10,138 New
OIM
549
Oder Investment Management
California
$485K -$13.3K -277 -3%
AWM
550
Axxcess Wealth Management
California
$483K +$77.8K +1,622 +19%
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