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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 %
MTWM
551
Masso Torrence Wealth Management
New Jersey
$728K +$28.4K +440 +4%
GWSG
552
GPS Wealth Strategies Group
Colorado
$721K +$76.6K +1,186 +12%
CWM
553
Cornerstone Wealth Management
Missouri
$717K +$61.6K +953 +9%
ZIG
554
Zullo Investment Group
Pennsylvania
$713K +$29.2K +452 +4%
LA
555
LBP AM
France
$711K -$853K -13,189 -55%
LCM
556
Lazari Capital Management
California
$710K +$710K +10,985 New
FTDI
557
First Trust Direct Indexing
Massachusetts
$707K -$78K -1,207 -10%
KTC
558
Kistler-Tiffany Companies
Pennsylvania
$694K -$307K -4,752 -31%
GIBU
559
Gulf International Bank (UK)
United Kingdom
$692K -$16.1K -250 -2%
CCA
560
Cravens & Co Advisors
Tennessee
$691K -$19.4K -301 -3%
ARG
561
Advisory Resource Group
Oklahoma
$679K -$193K -2,988 -22%
HSA
562
HBK Sorce Advisory
Pennsylvania
$677K -$83K -1,285 -11%
WB
563
WesBanco Bank
West Virginia
$677K +$677K +10,484 New
MAM
564
Morse Asset Management
Connecticut
$672K +$672K +10,399 New
OIA
565
OneDigital Investment Advisors
Kansas
$672K -$480K -7,425 -42%
NP
566
Ninepoint Partners
Ontario, Canada
$668K +$668K +10,338 New
TI
567
Tidal Investments
Wisconsin
$661K -$52.7K -815 -7%
AF
568
Allworth Financial
California
$659K +$3.04K +47 +0.5%
SWS
569
SYSTM Wealth Solutions
Illinois
$653K +$653K +10,116 New
Pacer Advisors
570
Pacer Advisors
Pennsylvania
$653K +$59.6K +922 +10%
VWA
571
V Wealth Advisors
Kansas
$652K +$5.17K +80 +0.8%
SC
572
Savant Capital
Illinois
$651K +$284K +4,392 +77%
CL
573
Choreo LLC
Illinois
$650K +$93.7K +1,451 +17%
EF
574
Empowered Funds
Pennsylvania
$647K -$7.88K -122 -1%
EST
575
EA Series Trust
Pennsylvania
$647K +$647K +10,016 New
21 22
23
24 25