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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 %
UM
551
UniSuper Management
Australia
$897K – – –
CG
552
Caprock Group
Idaho
$896K -$529K -6,788 -37%
BCM
553
BluePointe Capital Management
California
$889K +$889K +11,418 New
AF
554
Allworth Financial
California
$889K -$27.8K -357 -3%
MTWM
555
Masso Torrence Wealth Management
New Jersey
$880K – – –
CWM
556
Cornerstone Wealth Management
Missouri
$877K -$6.93K -89 -0.8%
UB
557
UMB Bank
Missouri
$872K -$5.59M -71,795 -87%
VWM
558
Venturi Wealth Management
Texas
$872K +$2.1K +27 +0.2%
EGM
559
Engineers Gate Manager
New York
$868K -$1.16M -14,898 -57%
AIM
560
Aigen Investment Management
New York
$864K +$320K +4,109 +59%
Pacer Advisors
561
Pacer Advisors
Pennsylvania
$863K +$7.01K +90 +0.8%
EF
562
Empowered Funds
Pennsylvania
$858K +$49.2K +632 +6%
GAM
563
Grandview Asset Management
Pennsylvania
$855K -$34.3K -440 -4%
BFG
564
Bleakley Financial Group
New Jersey
$840K +$131K +1,681 +18%
ZIG
565
Zullo Investment Group
Pennsylvania
$839K +$15.6K +200 +2%
SS
566
Simplicity Solutions
Minnesota
$834K +$125K +1,608 +18%
PWG
567
Portside Wealth Group
Utah
$830K +$107K +1,375 +15%
FBT
568
First Bank & Trust
South Dakota
$821K -$98.9K -1,269 -11%
CCA
569
Cravens & Co Advisors
Tennessee
$821K -$11.2K -144 -1%
FWP
570
FAS Wealth Partners
Kansas
$814K -$74K -950 -8%
NP
571
Nilsine Partners
Colorado
$813K -$193K -2,483 -19%
TRCT
572
Tower Research Capital (TRC)
New York
$813K +$699K +8,977 +614%
SC
573
Savant Capital
Illinois
$812K +$14.1K +181 +2%
ARG
574
Advisory Resource Group
Oklahoma
$809K -$93.6K -1,202 -10%
CPA
575
Cardiff Park Advisors
California
$808K +$808K +10,368 New
21 22
23
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