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Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$659M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$632M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$307M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$257M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$228M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$909M
2
Sands Capital Management
Sands Capital Management
Virginia
-$471M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$360M
4
AIM
ARK Investment Management
Florida
-$330M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
601
Tacita Capital
Ontario, Canada
$594K +$594K +9,190 New
WDC
602
Woodward Diversified Capital
California
$591K +$591K +9,150 New
LCGC
603
Legacy Capital Group California
California
$589K +$589K +9,121 New
GRP
604
Global Retirement Partners
California
$588K +$12.5K +194 +2%
CIM
605
Confluence Investment Management
Missouri
$588K – – –
QCM
606
Quantinno Capital Management
New York
$582K +$255K +3,941 +78%
ICP
607
Interchange Capital Partners
Pennsylvania
$581K -$75.1K -1,263 -11%
ECM
608
Evergreen Capital Management
Washington
$579K +$3.49K +54 +0.6%
AIM
609
Arcadia Investment Management
Michigan
$576K – – –
PWM
610
Perigon Wealth Management
California
$567K -$104K -1,615 -16%
CAI
611
Capital Advisors Inc
Oklahoma
$564K +$28.3K +438 +5%
EAM
612
Evanson Asset Management
California
$558K +$33.5K +518 +6%
CI
613
Ceera Investments
Texas
$557K – – –
SVWAG
614
Sound View Wealth Advisors Group
Georgia
$554K -$8.92K -138 -2%
RIA
615
Realta Investment Advisors
Delaware
$552K -$35.7K -553 -6%
KNW
616
Kesler Norman & Wride
Utah
$552K +$32.6K +505 +6%
MW
617
Marcum Wealth
Ohio
$552K +$74K +1,145 +15%
EPA
618
Element Pointe Advisors
Florida
$548K – – –
MCM
619
Manchester Capital Management
Vermont
$547K -$62K -960 -10%
AWM
620
Axxcess Wealth Management
California
$546K -$105K -1,624 -16%
AC
621
Avestar Capital
New York
$546K +$3.17K +49 +0.6%
CFB
622
Cullen/Frost Bankers
Texas
$544K +$43K +665 +9%
GCA
623
Guardian Capital Advisors
Ontario, Canada
$538K -$904K -14,100 -63%
RSWM
624
Robertson Stephens Wealth Management
California
$538K -$30.4K -470 -5%
DG
625
DMC Group
Alabama
$534K -$17.8K -276 -3%
23 24
25
26 27