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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 %
GWANC
551
Guardian Wealth Advisors (North Carolina)
North Carolina
$482K +$101K +2,105 +26%
GAM
552
Griffin Asset Management
New York
$482K -$144 -3 -0%
WE
553
Wealth Effects
Massachusetts
$480K +$5.99K +125 +1%
VWA
554
V Wealth Advisors
Kansas
$480K +$39.3K +819 +9%
LFM
555
Lumina Fund Management
New York
$479K – – –
GWSG
556
GPS Wealth Strategies Group
Colorado
$478K +$478K +9,970 New
HIA
557
Harbor Investment Advisory
Maryland
$474K -$68K -1,420 -13%
CFD
558
Creative Financial Designs
Indiana
$471K -$6.71K -140 -1%
WA
559
Wealth Architects
California
$465K +$479 +10 +0.1%
IWP
560
Icon Wealth Partners
Texas
$465K +$465K +9,699 New
GS
561
Gagnon Securities
New York
$464K +$83.5K +1,742 +22%
UCFA
562
United Capital Financial Advisors
Texas
$460K +$12.7K +264 +3%
ZDA
563
Zweig-DiMenna Associates
New York
$459K -$1.44M -30,118 -76%
WAM
564
Weiss Asset Management
Massachusetts
$454K -$73.8K -1,540 -14%
MCM
565
Manchester Capital Management
Vermont
$452K +$46K +960 +11%
LNC
566
Lincoln National Corp
Pennsylvania
$452K -$342K -7,125 -43%
Empower Advisory Group
567
Empower Advisory Group
Colorado
$451K +$451K +9,469 New
LSPW
568
Lake Street Private Wealth
Illinois
$448K -$105K -2,190 -19%
SIC
569
Schwartz Investment Counsel
Michigan
$448K – – –
CWA
570
Canvas Wealth Advisors
Kansas
$444K -$75.1K -1,578 -14%
BIM
571
Baldwin Investment Management
Pennsylvania
$442K -$156K -3,250 -26%
Pacer Advisors
572
Pacer Advisors
Pennsylvania
$440K +$14.1K +294 +3%
ETC
573
Exchange Traded Concepts
Oklahoma
$437K +$11.6K +241 +3%
RIA
574
Realta Investment Advisors
Delaware
$436K -$19.8K -414 -4%
CIM
575
Confluence Investment Management
Missouri
$436K +$7K +146 +2%
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