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Shopify
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Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$659M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$632M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$307M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$257M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$228M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$909M
2
Sands Capital Management
Sands Capital Management
Virginia
-$471M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$360M
4
AIM
ARK Investment Management
Florida
-$330M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
526
Roundview Capital
New Jersey
$812K – – –
AWA
527
Arete Wealth Advisors
Illinois
$811K +$22.4K +347 +3%
HI
528
Harbour Investments
Wisconsin
$811K -$1.7M -26,271 -68%
CLOS
529
Compagnie Lombard Odier SCmA
Switzerland
$808K -$25.8K -400 -3%
XSC
530
X-Square Capital
Puerto Rico
$807K -$15.5K -240 -2%
CCM
531
Conway Capital Management
California
$804K +$9.69K +150 +1%
M1FG
532
Mach-1 Financial Group
Arkansas
$804K +$734K +11,362 +1,052%
EWA
533
EP Wealth Advisors
California
$802K +$784K +442,513 +4,439%
ONGA
534
O'Neil Global Advisors
California
$789K +$789K +12,220 New
Tudor Investment Corp
535
Tudor Investment Corp
Connecticut
$789K -$1.52M -23,586 -66%
CM
536
CastleKnight Management
New York
$788K +$788K +12,200 New
AWM
537
Avior Wealth Management
Nebraska
$784K -$22.6K -350 -3%
HHGA
538
Halbert Hargrove Global Advisors
California
$775K -$18K -279 -2%
IP
539
Intellectus Partners
California
$765K -$225K -3,480 -23%
WC
540
Woodstock Corp
Massachusetts
$762K – – –
AWA
541
Arkadios Wealth Advisors
Georgia
$761K -$104K -1,613 -12%
HT
542
Headlands Technologies
Illinois
$759K +$339K +5,246 +81%
IGWM
543
ICA Group Wealth Management
Colorado
$753K +$82.9K +1,284 +12%
HFRG
544
Houlihan Financial Resource Group
Virginia
$747K +$747K +13,211 New
FWP
545
FAS Wealth Partners
Kansas
$746K -$123K -1,897 -14%
EP
546
Edgestream Partners
New Jersey
$745K +$366K +5,658 +96%
UM
547
UniSuper Management
Australia
$745K +$745K +8,700 New
DTL
548
Dynamic Technology Lab
Singapore
$736K +$736K +11,397 New
MSE
549
MUFG Securities EMEA
United Kingdom
$729K -$3.92M -45,757 -84%
RWB
550
RMR Wealth Builders
New Jersey
$728K -$220K -3,400 -23%
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