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Shopify

1,068 hedge funds and large institutions have $42.6B invested in Shopify in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 389 increasing their positions, 376 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
-48
Holders Change %
-4.3%
% of All Funds
17.03%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.53%
New
96
Increased
389
Reduced
376
Closed
135
Calls
$1.95B
Puts
$1.97B
Net Calls
-$13.2M
Net Calls Change
+$397M
Name Holding Trade Value Shares
Change
Shares
Change %
IP
551
Intellectus Partners
California
$646K
UM
552
UniSuper Management
Australia
$645K
FBT
553
First Bank & Trust
South Dakota
$644K -$532K -9,753 -45%
WC
554
Woodstock Corp
Massachusetts
$643K
AF
555
Allworth Financial
California
$642K +$85.6K +1,569 +15%
EWA
556
EP Wealth Advisors
California
$637K -$24.1M -440,800 -97%
ARG
557
Advisory Resource Group
Oklahoma
$633K +$58.6K +1,074 +10%
IGWM
558
ICA Group Wealth Management
Colorado
$631K -$5.24K -96 -0.8%
SWS
559
SYSTM Wealth Solutions
Illinois
$629K +$76.6K +1,403 +14%
RSWM
560
Robertson Stephens Wealth Management
California
$629K +$174K +3,194 +38%
GAM
561
Grandview Asset Management
Pennsylvania
$623K -$75.4K -1,380 -11%
CIA
562
Choate Investment Advisors
Massachusetts
$623K +$623K +11,415 New
FWP
563
FAS Wealth Partners
Kansas
$622K -$8.19K -150 -1%
CWM
564
Cornerstone Wealth Management
Missouri
$619K +$13.5K +248 +2%
MTWM
565
Masso Torrence Wealth Management
New Jersey
$617K +$1.86K +34 +0.3%
OP
566
ORG Partners
Indiana
$613K -$71.6K -1,312 -10%
VWM
567
Venturi Wealth Management
Texas
$609K +$609K +11,165 New
LA
568
LBP AM
France
$603K
FTDI
569
First Trust Direct Indexing
Massachusetts
$603K +$5.57K +102 +0.9%
EP
570
Edgestream Partners
New Jersey
$602K -$27.4K -503 -4%
Pacer Advisors
571
Pacer Advisors
Pennsylvania
$600K +$48.6K +890 +9%
LCM
572
Lazari Capital Management
California
$595K -$4.37K -80 -0.7%
N
573
Numerai
California
$583K +$583K +10,685 New
EAM
574
EFG Asset Management
Oregon
$583K +$209K +3,838 +56%
CCA
575
Cravens & Co Advisors
Tennessee
$583K -$1.09K -20 -0.2%