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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 %
AC
576
ASB Consultores
Florida
$429K +$75K +1,565 +21%
AIM
577
Arcadia Investment Management
Michigan
$427K – – –
ECM
578
Evergreen Capital Management
Washington
$427K +$42.2K +880 +11%
BCM
579
Brainard Capital Management
Texas
$427K – – –
CFA
580
Compass Financial Advisors
Indiana
$424K +$89.7K +1,871 +27%
RSWM
581
Robertson Stephens Wealth Management
California
$422K – – –
IAN
582
Integrated Advisors Network
Texas
$420K -$7.1K -148 -2%
CAAS
583
Capital Asset Advisory Services
Michigan
$419K -$56.1K -1,171 -12%
SVWAG
584
Sound View Wealth Advisors Group
Georgia
$418K -$14.1K -294 -3%
BHPW
585
Beverly Hills Private Wealth
California
$414K +$18.7K +390 +5%
CI
586
Ceera Investments
Texas
$413K +$66.6K +1,390 +19%
CL
587
Choreo LLC
Illinois
$413K +$413K +8,610 New
GRP
588
Global Retirement Partners
California
$412K +$30.6K +662 +8%
DG
589
DMC Group
Alabama
$407K +$85.7K +1,798 +27%
EPA
590
Element Pointe Advisors
Florida
$407K – – –
N
591
Natixis
France
$405K +$405K +8,445 New
AC
592
Avestar Capital
New York
$403K -$2.4K -50 -0.6%
RCG
593
Regatta Capital Group
California
$402K – – –
RWP
594
Revolve Wealth Partners
New Jersey
$402K -$911 -19 -0.2%
MFG
595
Merit Financial Group
Georgia
$398K +$20.8K +434 +6%
CAI
596
Capital Advisors Inc
Oklahoma
$398K +$2.97K +62 +0.8%
IHL
597
Investment House LLC
California
$394K – – –
KA
598
Kercheville Advisors
Texas
$394K +$16.1K +335 +4%
MC
599
Moors & Cabot
Massachusetts
$391K -$24.4K -510 -6%
TFM
600
TFC Financial Management
Massachusetts
$390K +$6.52K +136 +2%
22 23
24
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