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Shopify
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Overview Fund Activity

1,150 hedge funds and large institutions have $82.9B invested in Shopify in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 488 increasing their positions, 344 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
+27
Holders Change %
+2.4%
% of All Funds
20.25%
Holding in Top 10
69
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8%
% of All Funds
1.22%
New
159
Increased
488
Reduced
344
Closed
118
Calls
$4.93B
Puts
$7.95B
Net Calls
-$3.02B
Net Calls Change
-$2.1B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.3B
2
AIM
ARK Investment Management
Florida
+$656M
3
Sands Capital Management
Sands Capital Management
Virginia
+$434M
4
Jennison Associates
Jennison Associates
New York
+$400M
5
Millennium Management
Millennium Management
New York
+$382M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.05B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$477M
3
Capital World Investors
Capital World Investors
California
-$437M
4
Fidelity International
Fidelity International
Bermuda
-$411M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$405M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
601
Paradiem
Louisiana
$883K +$307K +2,690 +53%
FTDI
602
First Trust Direct Indexing
Massachusetts
$882K -$33.2K -300 -4%
GRP
603
Global Retirement Partners
California
$876K +$211K +1,910 +32%
PWA
604
Phoenix Wealth Advisors
North Carolina
$868K +$403K +3,490 +87%
ANRIA
605
American National Registered Investment Advisor
Texas
$864K +$864K +6,230 New
CA
606
Calton & Associates
Florida
$862K +$29.9K +270 +4%
CS
607
Comerica Securities
Michigan
$851K -$4.43K -40 -0.5%
IWP
608
Icon Wealth Partners
Texas
$849K -$84.1K -760 -9%
SI
609
Stephens Inc
Arkansas
$849K +$9.96K +90 +1%
MA
610
Mutual Advisors
Nebraska
$849K +$17.7K +160 +2%
WSTAM
611
Wilbanks Smith & Thomas Asset Management
Virginia
$846K -$25.4K -230 -3%
LW
612
Linscomb Wealth
Texas
$845K -$69.7K -630 -8%
SS
613
Sunbelt Securities
Texas
$842K +$92.9K +840 +12%
DWM
614
Dakota Wealth Management
Florida
$841K -$110K -990 -12%
WANY
615
Wealthspire Advisors (New York)
New York
$830K +$362K +3,270 +77%
CIAS
616
Capital Investment Advisory Services
North Carolina
$829K +$5.53K +50 +0.7%
HCA
617
Harbour Capital Advisors
Virginia
$827K +$827K +7,470 New
JGC
618
J. Goldman & Co
New York
$825K +$71.9K +650 +10%
Koshinski Asset Management
619
Koshinski Asset Management
Illinois
$818K +$7.75K +70 +1%
RJT
620
Raymond James Trust
Florida
$816K +$65.2K +590 +9%
FVWA
621
Foster Victor Wealth Advisors
South Carolina
$807K -$497K -4,000 -38%
ACI
622
Alpha Cubed Investments
California
$804K -$73K -660 -8%
BL
623
BFSG LLC
California
$801K +$17.7K +160 +2%
JSL
624
JT Stratford LLC
Georgia
$799K +$799K +7,220 New
EWM
625
Empirical Wealth Management
Washington
$796K -$58.7K -530 -7%
23 24
25
26 27