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Shopify
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.59B
2
Coatue Management
Coatue Management
New York
$306M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$596M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.97B
5
BlackRock
BlackRock
New York
$364M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$281M
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.34B
3
Morgan Stanley
Morgan Stanley
New York
$3.25B
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$3.42B
5
SM
SCGE Management
California
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
576
Buckingham Strategic Wealth
Missouri
$578K +$145K +2,652 +33%
OIA
577
OneDigital Investment Advisors
Kansas
$577K +$9.88K +181 +2%
ZIG
578
Zullo Investment Group
Pennsylvania
$577K -$25.9K -475 -4%
AGWCA
579
Annis Gardner Whiting Capital Advisors
Florida
$573K +$573K +10,500 New
AWA
580
Arkadios Wealth Advisors
Georgia
$571K -$72K -1,319 -11%
EF
581
Empowered Funds
Pennsylvania
$567K +$20K +366 +4%
NP
582
Ninepoint Partners
Ontario, Canada
$564K – – –
RWM
583
Ritholtz Wealth Management
New York
$563K +$41.6K +763 +8%
TI
584
Tidal Investments
Wisconsin
$563K +$4.37K +80 +0.8%
MF
585
Magnetar Financial
Illinois
$562K +$318K +5,822 +130%
SC
586
Savant Capital
Illinois
$559K +$9.06K +166 +2%
GAM
587
Griffin Asset Management
New York
$557K +$12K +220 +2%
RIA
588
Realta Investment Advisors
Delaware
$552K – – –
WE
589
Wealth Effects
Massachusetts
$547K +$4.09K +75 +0.8%
LFM
590
Lumina Fund Management
New York
$546K – – –
ZCM
591
Zenyatta Capital Management
Delaware
$546K +$546K +10,000 New
CA
592
Clearstead Advisors
Ohio
$539K +$271K +4,971 +101%
OFG
593
Oxford Financial Group
Indiana
$535K -$5.46K -100 -1%
SO
594
STRS Ohio
Ohio
$533K – – –
EAM
595
Evanson Asset Management
California
$533K +$61.6K +1,129 +13%
PWM
596
Perigon Wealth Management
California
$529K +$49.9K +914 +10%
DG
597
DMC Group
Alabama
$529K +$77.9K +1,428 +17%
CFD
598
Creative Financial Designs
Indiana
$526K -$10.4K -190 -2%
ZDA
599
Zweig-DiMenna Associates
New York
$523K – – –
MWM
600
Mission Wealth Management
California
$521K -$1.31K -24 -0.3%
22 23
24
25 26