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Shopify

1,068 hedge funds and large institutions have $42.6B invested in Shopify in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 389 increasing their positions, 376 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
-48
Holders Change %
-4.3%
% of All Funds
17.03%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.53%
New
96
Increased
389
Reduced
376
Closed
135
Calls
$1.95B
Puts
$1.97B
Net Calls
-$13.2M
Net Calls Change
+$397M
Name Holding Trade Value Shares
Change
Shares
Change %
KNW
601
Kesler Norman & Wride
Utah
$519K +$52.1K +955 +11%
PPP
602
Private Portfolio Partners
New Jersey
$517K -$3.82K -70 -0.7%
SCM
603
SevenOneSeven Capital Management
Pennsylvania
$516K +$25.2K +404 +5%
Acadian Asset Management
604
Acadian Asset Management
Massachusetts
$509K +$168K +3,089 +49%
CIM
605
Confluence Investment Management
Missouri
$509K +$12.2K +224 +2%
PWG
606
Portside Wealth Group
Utah
$507K +$67.7K +1,240 +15%
TC
607
Tacita Capital
Ontario, Canada
$506K +$3.01K +55 +0.6%
BIM
608
Baldwin Investment Management
Pennsylvania
$503K
CL
609
Choreo LLC
Illinois
$502K -$46.9K -860 -9%
EWM
610
Empirical Wealth Management
Washington
$499K +$108K +1,988 +28%
WB
611
WesBanco Bank
West Virginia
$499K -$73.5K -1,346 -13%
CAI
612
Capital Advisors Inc
Oklahoma
$498K +$21.8K +400 +5%
SS
613
Simplicity Solutions
Minnesota
$496K +$60.6K +1,110 +14%
BFG
614
Bleakley Financial Group
New Jersey
$496K +$60.6K +1,110 +14%
GRP
615
Global Retirement Partners
California
$495K +$16.8K +319 +4%
SVWAG
616
Sound View Wealth Advisors Group
Georgia
$493K +$24.6K +451 +5%
ECM
617
Evergreen Capital Management
Washington
$491K +$2.13K +39 +0.4%
AIM
618
Arcadia Investment Management
Michigan
$486K
GIBU
619
Gulf International Bank (UK)
United Kingdom
$486K -$98.1K -1,800 -17%
LCGC
620
Legacy Capital Group California
California
$481K -$16.3K -299 -3%
SC
621
Savoie Capital
Illinois
$475K +$475K +8,700 New
LFA
622
Legacy Financial Advisors
Kentucky
$472K +$155K +2,834 +49%
PCM
623
Prelude Capital Management
New York
$470K +$470K +8,621 New
CI
624
Ceera Investments
Texas
$470K
EPA
625
Element Pointe Advisors
Florida
$469K +$6.33K +116 +1%