SHOP icon

Shopify
SHOP

Overview Fund Activity

1,342 hedge funds and large institutions have $107B invested in Shopify in 2021 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 520 increasing their positions, 374 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
+121
Holders Change %
+9.91%
% of All Funds
20.73%
Holding in Top 10
85
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.66%
% of All Funds
1.31%
New
240
Increased
520
Reduced
374
Closed
101
Calls
$14.5B
Puts
$11.3B
Net Calls
+$3.23B
Net Calls Change
+$3.8B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$941M
2
UBS AM
UBS AM
Illinois
+$823M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$300M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$254M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$249M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$392M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$373M
3
AIM
ARK Investment Management
Florida
-$286M
4
SG Americas Securities
SG Americas Securities
New York
-$214M
5
Morgan Stanley
Morgan Stanley
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPA
626
Element Pointe Advisors
Florida
$1.21M -$371K -2,690 -23%
CIAS
627
Capital Investment Advisory Services
North Carolina
$1.21M +$139K +1,010 +13%
Pacer Advisors
628
Pacer Advisors
Pennsylvania
$1.2M -$16.5K -120 -1%
PFG
629
PAX Financial Group
Texas
$1.2M +$48.2K +350 +4%
CNWM
630
Clay Northam Wealth Management
California
$1.19M +$1.19M +8,610 New
NW
631
NewEdge Wealth
Pennsylvania
$1.18M +$207K +1,500 +21%
SI
632
Stephens Inc
Arkansas
$1.18M +$309K +2,240 +35%
CMANY
633
Capital Management Associates (New York)
New York
$1.17M – – –
HCM
634
HGI Capital Management
New York
$1.17M +$1.17M +8,470 New
LHWM
635
Lake Hills Wealth Management
Texas
$1.17M +$1.17M +8,470 New
MPM
636
MBB Public Markets
Illinois
$1.16M +$1.16M +8,450 New
LWCFA
637
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.16M +$96.5K +700 +9%
HCA
638
Harbour Capital Advisors
Virginia
$1.16M +$15.2K +110 +1%
FPCP
639
Fort Point Capital Partners
California
$1.15M – – –
P
640
Paradiem
Louisiana
$1.15M +$314K +3,260 +38%
JWM
641
Jeppson Wealth Management
California
$1.14M +$66.1K +480 +6%
AWA
642
Arete Wealth Advisors
Illinois
$1.12M +$138K +1,010 +14%
CFB
643
Cullen/Frost Bankers
Texas
$1.12M +$9.64K +70 +0.9%
BAMF
644
BI Asset Management Fondsmaeglerselskab
Denmark
$1.12M – – –
CA
645
Clearstead Advisors
Ohio
$1.11M +$56.5K +410 +5%
CIM
646
Confluence Investment Management
Missouri
$1.1M -$490K -3,560 -31%
SLWA
647
San Luis Wealth Advisors
California
$1.1M +$446K +3,240 +69%
AC
648
Avestar Capital
New York
$1.09M +$151K +1,100 +16%
AF
649
Allworth Financial
California
$1.09M – – –
HH
650
Hilltop Holdings
Texas
$1.08M +$4.14K +30 +0.4%
24 25
26
27 28