We are live on ! Find out more
SHOP icon

Shopify

1,208 hedge funds and large institutions have $111B invested in Shopify in 2021 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 487 increasing their positions, 358 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 89

36% more repeat investments, than reductions

Existing positions increased: 487 | Existing positions reduced: 358

34% more capital invested

Capital invested by funds: $83B → $111B (+$28.5B)

23% more funds holding in top 10

Funds holding in top 10: 6985 (+16)

12% more call options, than puts

Call options by funds: $11.4B | Put options by funds: $10.2B

5.8% more ownership

Funds ownership: 669.21%675.01% (+5.8%)

5% more funds holding

Funds holding: 1,1531,208 (+55)

Holders
1,208
Holders Change
+55
Holders Change %
+4.77%
% of All Funds
21.03%
Holding in Top 10
85
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.19%
% of All Funds
1.48%
New
155
Increased
487
Reduced
358
Closed
89
Calls
$11.4B
Puts
$10.2B
Net Calls
+$1.21B
Net Calls Change
+$4.23B
Name Holding Trade Value Shares
Change
Change in
Stake
P
601
Paradiem
Louisiana
$1.18M +$14.8K +120 +2%
PWA
602
Phoenix Wealth Advisors
North Carolina
$1.17M +$12.3K +100 +1%
BGDI
603
BW Gestao de Investimentos
Brazil
$1.17M +$493K +4,000 +100%
BIAS
604
Beacon Investment Advisory Services
New Jersey
$1.14M +$171K +1,390 +22%
JWM
605
Jeppson Wealth Management
California
$1.13M +$102K +830 +12%
ACM
606
Aljian Capital Management
Nevada
$1.13M +$106K +860 +12%
LWCFA
607
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.13M +$290K +2,350 +44%
HH
608
Hilltop Holdings
Texas
$1.13M +$69K +560 +8%
AF
609
Allworth Financial
California
$1.12M -$185K -1,500 -16%
DAS
610
Dynamic Advisor Solutions
Arizona
$1.12M +$195K +1,580 +26%
FWCM
611
Ferguson Wellman Capital Management
Oregon
$1.12M +$520K +4,220 +122%
WSTAM
612
Wilbanks Smith & Thomas Asset Management
Virginia
$1.12M
KLCM
613
KG&L Capital Management
Louisiana
$1.11M +$153K +1,240 +19%
MBTD
614
Mechanics Bank - Trust Department
California
$1.11M +$402K +3,260 +75%
CA
615
Calton & Associates
Florida
$1.11M -$20.9K -170 -2%
EGM
616
Engineers Gate Manager
New York
$1.11M -$5.29M -42,930 -85%
DWM
617
Dakota Wealth Management
Florida
$1.1M -$4.93K -40 -0.5%
ME
618
McIlrath & Eck
Washington
$1.1M +$108K +880 +13%
CIAS
619
Capital Investment Advisory Services
North Carolina
$1.1M +$6.16K +50 +0.7%
HCA
620
Harbour Capital Advisors
Virginia
$1.1M +$3.7K +30 +0.4%
ER
621
Enlightenment Research
Florida
$1.1M +$924K +7,500 New
CA
622
Clearstead Advisors
Ohio
$1.09M -$69K -560 -7%
NIG
623
NFJ Investment Group
Texas
$1.08M +$907K +7,360 +73,600%
EWM
624
Empirical Wealth Management
Washington
$1.06M +$12.3K +100 +1%
GC
625
Guggenheim Capital
Illinois
$1.05M -$304K -2,470 -26%

SHOP Hedge Fund Activity: Q2 2021 in Review

1,208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q2 2021, worth a combined $111B — up 34% from $83B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHOP positions and 89 closed out — a net gain of 66 holders — while 487 added to existing stakes and 358 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.44B. The largest seller was Capital World Investors, cutting an estimated $1.13B.

  • 1,208 institutional investors held Shopify (SHOP) as of Q2 2021, up from 1,153 in Q1 2021.
  • Funds reported $111B of Shopify stock for Q2 2021, up 34% quarter-over-quarter.
  • 155 funds opened new Shopify positions in Q2 2021 and 89 closed out, a net change of +66 holders.
  • The largest Shopify buyer in Q2 2021 was Capital Research Global Investors, an estimated $1.44B added.
  • The largest Shopify seller in Q2 2021 was Capital World Investors, an estimated $1.13B sold.

Based on aggregated 13F filings for Q2 2021.