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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 %
NP
576
Ninepoint Partners
Ontario, Canada
$805K – – –
CL
577
Choreo LLC
Illinois
$786K +$69.7K +895 +10%
CMTU
578
Capital Markets Trading (UK)
United Kingdom
$783K +$783K +10,056 New
NW
579
NewEdge Wealth
Pennsylvania
$774K +$216K +2,771 +39%
MFG
580
Menard Financial Group
Texas
$768K +$132K +1,697 +21%
AFG
581
Atomi Financial Group
New York
$765K +$765K +9,816 New
PWM
582
Perigon Wealth Management
California
$764K +$8.65K +111 +1%
EAM
583
Evanson Asset Management
California
$760K – – –
IAN
584
Integrated Advisors Network
Texas
$760K +$160K +2,055 +27%
RWB
585
RMR Wealth Builders
New Jersey
$758K -$231K -2,960 -23%
GRP
586
Global Retirement Partners
California
$751K -$15.2K -187 -2%
MW
587
Marcum Wealth
Ohio
$748K +$93.6K +1,201 +14%
CFD
588
Creative Financial Designs
Indiana
$747K -$2.73K -35 -0.4%
AAS
589
Ameritas Advisory Services
Nebraska
$745K -$803K -9,414 -52%
KNW
590
Kesler Norman & Wride
Utah
$745K +$4.83K +62 +0.7%
PTC
591
Private Trust Company
Ohio
$739K +$156K +2,007 +27%
CAI
592
Capital Advisors Inc
Oklahoma
$723K +$11.9K +153 +2%
EWM
593
Evercore Wealth Management
New York
$722K +$398K +5,111 +123%
BIM
594
Baldwin Investment Management
Pennsylvania
$718K – – –
MWM
595
Mission Wealth Management
California
$709K -$35.1K -450 -5%
SVWAG
596
Sound View Wealth Advisors Group
Georgia
$702K -$1.48K -19 -0.2%
FIA
597
Foundations Investment Advisors
Arizona
$702K +$205K +2,666 +41%
WE
598
Wealth Effects
Massachusetts
$699K -$81.4K -1,045 -10%
EAM
599
Eventide Asset Management
Massachusetts
$697K -$344K -4,419 -33%
PPP
600
Private Portfolio Partners
New Jersey
$695K -$42.8K -550 -6%
22 23
24
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