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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 %
PIA
526
Perennial Investment Advisors
California
$979K -$44K -565 -4%
CCIA
527
Cherry Creek Investment Advisors
Colorado
$978K – – –
RWM
528
Ritholtz Wealth Management
New York
$976K +$172K +2,213 +21%
AWM
529
Avior Wealth Management
Nebraska
$965K – – –
AGWCA
530
Annis Gardner Whiting Capital Advisors
Florida
$962K +$144K +1,850 +18%
XSC
531
X-Square Capital
Puerto Rico
$960K -$12.5K -160 -1%
RG
532
Richelieu Gestion
France
$954K -$1.45M -18,632 -60%
MFG
533
Merit Financial Group
Georgia
$950K -$47.4K -609 -5%
CWP
534
CFM Wealth Partners
Texas
$947K +$947K +12,160 New
PI
535
PineBridge Investments
New York
$941K +$629K +6,094 +201%
AP
536
AtonRa Partners
Switzerland
$940K -$180K -2,317 -16%
CWS
537
Confluence Wealth Services
Pennsylvania
$938K +$545K +7,000 +139%
DWA
538
Douglass Winthrop Advisors
New York
$938K +$938K +12,035 New
GAM
539
Griffin Asset Management
New York
$927K +$132K +1,700 +17%
IP
540
Intellectus Partners
California
$922K – – –
CAM
541
Creekmur Asset Management
Illinois
$922K +$922K +11,837 New
WC
542
Woodstock Corp
Massachusetts
$918K – – –
SFA
543
Souders Financial Advisors
Ohio
$917K -$6.78K -87 -0.7%
ACH
544
ArrowMark Colorado Holdings
Colorado
$911K +$911K +11,700 New
OIA
545
OneDigital Investment Advisors
Kansas
$910K +$86.2K +1,106 +10%
GIA
546
Gladstone Institutional Advisory
Florida
$909K -$284K -3,640 -24%
EWA
547
EP Wealth Advisors
California
$907K -$3.12K -40 -0.3%
AWM
548
Axxcess Wealth Management
California
$906K -$71.6K -919 -7%
RSWM
549
Robertson Stephens Wealth Management
California
$905K +$7.79K +100 +0.9%
QWM
550
Quadcap Wealth Management
Texas
$899K +$899K +11,544 New
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