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Shopify
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Overview Fund Activity

964 hedge funds and large institutions have $27B invested in Shopify in 2022 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 273 increasing their positions, 353 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
+86
Holders Change %
+9.79%
% of All Funds
15.55%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.53%
New
199
Increased
273
Reduced
353
Closed
96
Calls
$1.93B
Puts
$1.72B
Net Calls
+$213M
Net Calls Change
-$4.92B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$347M
2
Barclays
Barclays
United Kingdom
+$309M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$275M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$245M
5
Marshall Wace
Marshall Wace
United Kingdom
+$242M

Top Sellers

1
SIM
SRS Investment Management
New York
-$364M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$260M
3
Morgan Stanley
Morgan Stanley
New York
-$186M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$105M
5
GIM
Generation Investment Management
United Kingdom
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
576
DFPG Investments
Utah
$312K +$312K +8,571 New
CIM
577
Confluence Investment Management
Missouri
$311K +$7.99K +230 +3%
LC
578
Lindbrook Capital
California
$310K -$16.3K -470 -5%
IAN
579
Integrated Advisors Network
Texas
$309K +$1.49K +43 +0.5%
AIM
580
Arcadia Investment Management
Michigan
$309K – – –
SXL
581
Summit X LLC
Missouri
$309K +$309K +9,890 New
BCM
582
Brainard Capital Management
Texas
$309K +$309K +8,900 New
Pacer Advisors
583
Pacer Advisors
Pennsylvania
$308K +$308K +8,886 New
ETC
584
Exchange Traded Concepts
Oklahoma
$308K -$101K -2,910 -25%
RSWM
585
Robertson Stephens Wealth Management
California
$305K +$305K +8,795 New
PA
586
Procyon Advisors
Connecticut
$302K +$22.6K +652 +8%
KJHP
587
K.J. Harrison & Partners
Ontario, Canada
$301K +$301K +6,400 New
MC
588
Moors & Cabot
Massachusetts
$300K +$32.1K +925 +12%
PWM
589
Perigon Wealth Management
California
$300K +$300K +8,651 New
CWMGP
590
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$300K -$156K -4,500 -34%
SSG
591
Summit Securities Group
New York
$300K -$5.64M -162,357 -95%
FRM
592
Fox Run Management
Connecticut
$295K +$295K +8,510 New
EPA
593
Element Pointe Advisors
Florida
$294K +$294K +8,483 New
MCM
594
Manchester Capital Management
Vermont
$294K – – –
SFA
595
Sequoia Financial Advisors
Ohio
$294K +$294K +8,466 New
AWM
596
Axxcess Wealth Management
California
$293K -$198K -5,704 -40%
AC
597
Avestar Capital
New York
$293K -$28.1K -810 -9%
STA
598
Summit Trail Advisors
New York
$293K +$1.04K +30 +0.4%
M&T Bank
599
M&T Bank
New York
$292K +$292K +8,421 New
RWP
600
Revolve Wealth Partners
New Jersey
$292K +$292K +8,403 New
22 23
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