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Shopify
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Overview Fund Activity

1,016 hedge funds and large institutions have $36.8B invested in Shopify in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 355 increasing their positions, 332 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,016
Holders Change
+52
Holders Change %
+5.39%
% of All Funds
16.26%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
167
Increased
355
Reduced
332
Closed
97
Calls
$1.68B
Puts
$1.82B
Net Calls
-$140M
Net Calls Change
-$353M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$624M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$253M
3
Capital International Investors
Capital International Investors
California
+$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$227M
5
Fidelity International
Fidelity International
Bermuda
+$221M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$188M
2
Holocene Advisors
Holocene Advisors
New York
-$174M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$173M
4
HCM
HMI Capital Management
California
-$169M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
626
Quadrant Capital Group
Ohio
$360K +$57.7K +1,204 +19%
VCP
627
Verus Capital Partners
Arizona
$359K +$359K +7,490 New
TCM
628
Triumph Capital Management
Colorado
$357K -$286K -5,957 -44%
MW
629
Marcum Wealth
Ohio
$355K +$55.8K +1,164 +19%
BAM
630
Belpointe Asset Management
Nevada
$353K +$215K +4,484 +156%
CIA
631
Cladis Investment Advisory
Montana
$352K -$89.6K -1,870 -20%
MOS
632
MGO One Seven
Ohio
$352K +$22.1K +461 +7%
DR
633
Davis Rea
Ontario, Canada
$350K +$1.44K +30 +0.4%
TM
634
Tiger Management
New York
$350K – – –
VCM
635
Virtue Capital Management
Tennessee
$346K -$21.7K -468 -6%
PWLP
636
Prio Wealth Limited Partnership
Massachusetts
$344K – – –
WWP
637
Waypoint Wealth Partners
California
$343K – – –
HWAM
638
Hennion & Walsh Asset Management
New Jersey
$342K -$6.52K -136 -2%
NFG
639
Nadler Financial Group
Illinois
$341K +$5.42K +113 +2%
BBA
640
BLB&B Advisors
Pennsylvania
$340K +$40K +835 +13%
VFA
641
Voya Financial Advisors
Connecticut
$339K +$45.3K +973 +15%
ODG
642
O'Dell Group
Ohio
$337K +$1.49K +31 +0.4%
SSA
643
Schonfeld Strategic Advisors
New York
$336K -$1.81M -37,700 -84%
HH
644
Hilltop Holdings
Texas
$334K +$32.4K +675 +11%
RWM
645
Ritholtz Wealth Management
New York
$333K +$333K +6,954 New
AI
646
Accredited Investors
Minnesota
$333K +$21.1K +440 +7%
VA
647
Valmark Advisers
Ohio
$333K +$384 +8 +0.1%
NW
648
NewEdge Wealth
Pennsylvania
$329K -$66.4K -1,386 -17%
AFM
649
Abbot Financial Management
Massachusetts
$329K – – –
DI
650
Diligent Investors
California
$328K -$4.32K -90 -1%
24 25
26
27 28