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Shopify
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Overview Fund Activity

1,221 hedge funds and large institutions have $104B invested in Shopify in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 497 increasing their positions, 356 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
+17
Holders Change %
+1.41%
% of All Funds
21.44%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.44%
New
122
Increased
497
Reduced
356
Closed
92
Calls
$10.6B
Puts
$11.2B
Net Calls
-$561M
Net Calls Change
-$1.78B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$530M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$408M
3
SG Americas Securities
SG Americas Securities
New York
+$381M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$230M
5
UBS AM
UBS AM
Illinois
+$203M

Top Sellers

1
AIM
ARK Investment Management
Florida
-$402M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$348M
3
LPC
Lone Pine Capital
Connecticut
-$274M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$268M
5
Renaissance Technologies
Renaissance Technologies
New York
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
626
Capital Investment Advisory Services
North Carolina
$1.05M +$27.1K +200 +3%
CA
627
Clearstead Advisors
Ohio
$1.04M +$27.1K +200 +3%
VFM
628
Vivid Financial Management
California
$1.03M +$61K +450 +6%
ACM
629
Aljian Capital Management
Nevada
$1.03M -$24.5K -180 -2%
PWLP
630
Prio Wealth Limited Partnership
Massachusetts
$1.03M -$714K -5,270 -41%
VAS
631
Vestmark Advisory Solutions
Massachusetts
$1.02M +$182K +1,340 +22%
RCM
632
Requisite Capital Management
Texas
$1.02M +$1.02M +7,500 New
AFAS
633
Acorn Financial Advisory Services
Virginia
$1.01M +$66.4K +490 +7%
CA
634
Calton & Associates
Florida
$1.01M -$23K -170 -2%
FRA
635
Frank Rimerman Advisors
California
$999K +$999K +7,370 New
BA
636
Ballew Advisors
Mississippi
$980K +$980K +7,110 New
FCBT
637
First Citizens Bank & Trust
North Carolina
$979K +$344K +2,540 +54%
ME
638
McIlrath & Eck
Washington
$976K -$47.4K -350 -5%
AWA
639
Arete Wealth Advisors
Illinois
$975K -$216K -1,590 -18%
EWM
640
Empirical Wealth Management
Washington
$963K -$25.8K -190 -3%
NW
641
NewEdge Wealth
Pennsylvania
$957K +$133K +980 +16%
FTC
642
Farmers Trust Company
Ohio
$955K +$9.46K +70 +1%
CFG
643
Citizens Financial Group
Rhode Island
$953K +$953K +7,030 New
SW
644
SVB Wealth
Massachusetts
$948K +$63.7K +470 +7%
IFWM
645
Institute for Wealth Management
Colorado
$946K +$29.8K +220 +3%
SFA
646
Souders Financial Advisors
Ohio
$944K +$9.49K +70 +1%
CS
647
Comerica Securities
Michigan
$942K -$16.3K -120 -2%
V
648
Veritable
Delaware
$941K +$20.3K +150 +2%
Koshinski Asset Management
649
Koshinski Asset Management
Illinois
$938K +$396K +2,920 +73%
CWM
650
Cornerstone Wealth Management
Missouri
$937K +$273K +2,010 +41%
24 25
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