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Shopify
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Overview Fund Activity

1,201 hedge funds and large institutions have $67.2B invested in Shopify in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 364 increasing their positions, 414 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+133
Holders Change %
+12.45%
% of All Funds
17.6%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
0.59%
New
249
Increased
364
Reduced
414
Closed
105
Calls
$3.83B
Puts
$2.96B
Net Calls
+$868M
Net Calls Change
+$881M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.54B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.52B
3
Capital World Investors
Capital World Investors
California
+$685M
4
GQG Partners
GQG Partners
Florida
+$547M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$433M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$356M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$291M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$221M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$181M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
601
Arcadia Investment Management
Michigan
$694K – – –
TI
602
Tidal Investments
Wisconsin
$690K -$113K -1,454 -14%
CIM
603
Confluence Investment Management
Missouri
$687K -$39.7K -509 -5%
PS
604
Principal Securities
Iowa
$686K +$686K +8,806 New
ECM
605
Evergreen Capital Management
Washington
$684K -$16.9K -217 -2%
LFA
606
Legacy Financial Advisors
Kentucky
$679K +$4.83K +62 +0.7%
UCFA
607
United Capital Financial Advisors
Texas
$679K +$145K +1,867 +27%
Wealthfront Advisers
608
Wealthfront Advisers
California
$677K +$58.7K +754 +9%
BWP
609
Barlow Wealth Partners
Kentucky
$672K +$672K +8,625 New
CI
610
Ceera Investments
Texas
$671K – – –
MF
611
Magnetar Financial
Illinois
$665K -$137K -1,762 -17%
BSW
612
Buckingham Strategic Wealth
Missouri
$661K -$165K -2,117 -20%
EPA
613
Element Pointe Advisors
Florida
$661K -$9.04K -116 -1%
EWM
614
Empirical Wealth Management
Washington
$658K -$53.8K -690 -8%
AC
615
Avestar Capital
New York
$656K -$701 -9 -0.1%
PP
616
PDS Planning
Ohio
$651K +$24.1K +309 +4%
WEG
617
World Equity Group
Illinois
$649K +$67.2K +780 +12%
Bank Julius Baer & Co
618
Bank Julius Baer & Co
Switzerland
$647K +$528K +7,100 +444%
A
619
AJOVista
Massachusetts
$646K +$646K +8,300 New
IWA
620
Icon Wealth Advisors
Texas
$644K +$644K +8,273 New
Fifth Third Bancorp
621
Fifth Third Bancorp
Ohio
$640K -$6.31K -81 -1%
PCMH
622
Polymer Capital Management (HK)
Hong Kong
$639K +$639K +8,200 New
MC
623
Moors & Cabot
Massachusetts
$638K +$66.2K +850 +12%
TFM
624
TFC Financial Management
Massachusetts
$637K – – –
JWCA
625
J.W. Cole Advisors
Florida
$629K +$629K +8,074 New
23 24
25
26 27