SHOP icon

Shopify
SHOP

Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$659M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$632M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$307M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$257M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$228M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$909M
2
Sands Capital Management
Sands Capital Management
Virginia
-$471M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$360M
4
AIM
ARK Investment Management
Florida
-$330M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
626
Golden Green
South Carolina
$532K +$532K +8,241 New
LSPW
627
Lake Street Private Wealth
Illinois
$531K -$73.3K -1,135 -12%
IHL
628
Investment House LLC
California
$528K -$3.23K -50 -0.6%
IIA
629
IPG Investment Advisors
California
$528K +$528K +8,171 New
OIM
630
Oder Investment Management
California
$526K -$127K -1,971 -19%
TFM
631
TFC Financial Management
Massachusetts
$526K – – –
MC
632
Moors & Cabot
Massachusetts
$524K -$1.74K -27 -0.3%
Fifth Third Bancorp
633
Fifth Third Bancorp
Ohio
$523K +$17.6K +273 +3%
LC
634
Lindbrook Capital
California
$522K +$8.2K +127 +2%
SBIA
635
Sheaff Brock Investment Advisors
Indiana
$520K +$452 +7 +0.1%
STA
636
Summit Trail Advisors
New York
$520K -$323 -5 -0.1%
PWG
637
Portside Wealth Group
Utah
$520K +$520K +8,043 New
WCAMG
638
Woodard & Company Asset Management Group
North Carolina
$519K +$775 +12 +0.1%
RSA
639
River Street Advisors
Illinois
$519K – – –
SS
640
Simplicity Solutions
Minnesota
$516K -$941K -14,561 -65%
BFG
641
Bleakley Financial Group
New Jersey
$516K +$74.5K +1,154 +17%
BSW
642
Buckingham Strategic Wealth
Missouri
$513K -$581 -9 -0.1%
PP
643
PDS Planning
Ohio
$511K +$97.4K +1,507 +24%
Fiera Capital (Canada)
644
Fiera Capital (Canada)
Quebec, Canada
$504K -$17.3K -268 -3%
LNC
645
Lincoln National Corp
Pennsylvania
$501K -$108K -1,674 -18%
BCM
646
Brookstone Capital Management
Illinois
$494K +$6.66K +108 +1%
CAAS
647
Capital Asset Advisory Services
Michigan
$492K -$107K -1,563 -18%
AC
648
ASB Consultores
Florida
$491K -$87.5K -1,354 -15%
CW
649
CreativeOne Wealth
Kansas
$491K -$27.9K -432 -5%
GAG
650
GM Advisory Group
New York
$486K -$711 -11 -0.1%
24 25
26
27 28