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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 %
LFM
576
Lumina Fund Management
New York
$646K – – –
NPA
577
Nichols & Pratt Advisers
Massachusetts
$646K +$646K +10,000 New
GIA
578
Gladstone Institutional Advisory
Florida
$646K -$11.2K -173 -2%
GAM
579
Griffin Asset Management
New York
$645K -$4.2K -65 -0.6%
WE
580
Wealth Effects
Massachusetts
$642K -$4.52K -70 -0.7%
OFG
581
Oxford Financial Group
Indiana
$640K -$77.5K -1,200 -11%
MOS
582
MGO One Seven
Ohio
$640K +$165K +2,556 +35%
CFD
583
Creative Financial Designs
Indiana
$634K – – –
SO
584
STRS Ohio
Ohio
$629K -$7.39M -114,300 -92%
AGA
585
Accuvest Global Advisors
Utah
$626K +$248K +3,836 +66%
ZDA
586
Zweig-DiMenna Associates
New York
$619K – – –
MWM
587
Mission Wealth Management
California
$618K -$79.3K -1,227 -11%
RCG
588
Regatta Capital Group
California
$618K -$131K -2,023 -17%
RWM
589
Ritholtz Wealth Management
New York
$617K +$168K +2,603 +37%
CC
590
Cipher Capital
New York
$617K +$617K +9,552 New
PPP
591
Private Portfolio Partners
New Jersey
$616K -$42K -650 -6%
GAM
592
Gotham Asset Management
New York
$613K +$613K +9,487 New
AR
593
Advisory Research
Illinois
$612K +$175K +2,703 +40%
WAM
594
Weiss Asset Management
Massachusetts
$612K – – –
KA
595
Kercheville Advisors
Texas
$610K +$79.1K +1,225 +15%
HIA
596
Harbor Investment Advisory
Maryland
$608K -$31.1K -482 -5%
SIC
597
Schwartz Investment Counsel
Michigan
$604K – – –
GP
598
Geneva Partners
Wisconsin
$598K +$598K +9,250 New
BIM
599
Baldwin Investment Management
Pennsylvania
$596K – – –
Empower Advisory Group
600
Empower Advisory Group
Colorado
$594K -$17.6K -273 -3%
22 23
24
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