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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 %
STA
551
Summit Trail Advisors
New York
$760K +$393K +5,820 +107%
GC
552
Guggenheim Capital
Illinois
$754K +$134K +1,990 +22%
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$749K -$89.2K -1,320 -11%
P
554
Paradiem
Louisiana
$747K +$30.2K +500 +4%
RHBC
555
R.H. Bluestein & Co
Michigan
$741K -$159K -2,350 -18%
TCM
556
Traynor Capital Management
Pennsylvania
$740K +$435K +6,440 +143%
HIA
557
Harbor Investment Advisory
Maryland
$735K -$201K -2,970 -21%
PI
558
PFS Investments
Georgia
$734K -$672K -9,950 -48%
MWM
559
Mission Wealth Management
California
$732K -$222K -3,290 -23%
MC
560
Moors & Cabot
Massachusetts
$728K -$243K -3,600 -25%
CG
561
Caprock Group
Idaho
$726K -$138K -2,040 -16%
BIAS
562
Beacon Investment Advisory Services
New Jersey
$721K +$84.5K +1,250 +13%
CFD
563
Creative Financial Designs
Indiana
$721K +$108K +1,590 +18%
COI
564
Connable Office Inc
Michigan
$716K +$71K +1,050 +11%
KA
565
Kercheville Advisors
Texas
$710K -$386K -5,710 -35%
Acadian Asset Management
566
Acadian Asset Management
Massachusetts
$695K -$70.9K -1,050 -9%
BCI
567
Brinker Capital Investments
Pennsylvania
$694K -$128K -1,890 -16%
GVAG
568
Great Valley Advisor Group
Delaware
$690K -$44.1K -550 -6%
AC
569
Avestar Capital
New York
$688K +$154K +2,280 +29%
VWA
570
V Wealth Advisors
Kansas
$687K -$55.4K -820 -7%
LWAC
571
Laurel Wealth Advisors (California)
California
$687K +$2.7K +40 +0.4%
W
572
Wealthsimple
Ontario, Canada
$684K -$149K -1,760 -18%
CC
573
Cypress Capital
Tennessee
$683K +$6.76K +100 +1%
CI
574
Cavalier Investments
Georgia
$681K -$56.8K -840 -8%
CFGS
575
Concourse Financial Group Securities
Alabama
$679K -$264K -3,910 -28%
21 22
23
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