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Shopify
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Overview Fund Activity

1,142 hedge funds and large institutions have $51.9B invested in Shopify in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 501 increasing their positions, 361 reducing their positions, and 339 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,142
Holders Change
-200
Holders Change %
-14.9%
% of All Funds
18.07%
Holding in Top 10
50
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-41.18%
% of All Funds
0.79%
New
152
Increased
501
Reduced
361
Closed
339
Calls
$14.5B
Puts
$7.36B
Net Calls
+$7.15B
Net Calls Change
+$3.92B

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$837M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$613M
3
Sands Capital Management
Sands Capital Management
Virginia
+$490M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$391M
5
Capital International Investors
Capital International Investors
California
+$380M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.39B
2
Jennison Associates
Jennison Associates
New York
-$1.23B
3
Capital World Investors
Capital World Investors
California
-$947M
4
ECU
Egerton Capital (UK)
United Kingdom
-$577M
5
UBS AM
UBS AM
Illinois
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
601
LexAurum Advisors
Kansas
$625K +$527K +7,790 +537%
VAS
602
Vestmark Advisory Solutions
Massachusetts
$620K -$64.9K -960 -9%
IIA
603
IPG Investment Advisors
California
$619K +$619K +9,160 New
SS
604
Sunbelt Securities
Texas
$618K +$34.6K +490 +6%
CPIG
605
Chicago Partners Investment Group
Illinois
$615K +$85.8K +2,380 +16%
OFG
606
Oxford Financial Group
Indiana
$615K +$405K +6,000 +194%
OIA
607
OneDigital Investment Advisors
Kansas
$614K -$25K -370 -4%
CCIA
608
Cherry Creek Investment Advisors
Colorado
$613K -$19.6K -290 -3%
PCS
609
Personal CFO Solutions
New Jersey
$612K -$6.08K -90 -1%
CP
610
Covenant Partners
Tennessee
$612K – – –
Fiera Capital (Canada)
611
Fiera Capital (Canada)
Quebec, Canada
$612K +$2.71K +40 +0.4%
ARIS
612
Advanced Research Investment Solutions
California
$611K +$276K +4,080 +82%
GAG
613
GM Advisory Group
New York
$610K -$31.8K -470 -5%
FBT
614
First Bank & Trust
South Dakota
$609K -$63.5K -940 -9%
ACM
615
Ashford Capital Management
Delaware
$608K -$13.5K -200 -2%
LWCFA
616
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$606K +$35.8K +530 +6%
GC
617
GFG Capital
Florida
$603K +$421K +6,230 +232%
AIM
618
Arcadia Investment Management
Michigan
$602K – – –
AWM
619
Axxcess Wealth Management
California
$596K -$358K -5,300 -38%
HSA
620
HBK Sorce Advisory
Pennsylvania
$585K -$277K -4,100 -32%
AWA
621
Arkadios Wealth Advisors
Georgia
$585K +$367K +5,430 +168%
SVWAG
622
Sound View Wealth Advisors Group
Georgia
$584K -$19.6K -290 -3%
CGL
623
Clarius Group LLC
Washington
$583K – – –
PPP
624
Private Portfolio Partners
New Jersey
$578K -$153K -2,270 -21%
MCM
625
Manchester Capital Management
Vermont
$569K -$108K -1,600 -16%
23 24
25
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