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Shopify

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
Name Holding Trade Value Shares
Change
Shares
Change %
SEC
626
Seven Eight Capital
New York
$629K -$1.21M -15,537 -66%
WCAMG
627
Woodard & Company Asset Management Group
North Carolina
$626K +$779 +10 +0.1%
RSA
628
River Street Advisors
Illinois
$625K -$31.2K -400 -5%
LA
629
LBP AM
France
$624K -$236K -3,018 -27%
SIC
630
Schwartz Investment Counsel
Michigan
$623K
VA
631
Valmark Advisers
Ohio
$623K +$68.1K +874 +12%
LSPW
632
Lake Street Private Wealth
Illinois
$621K -$13.6K -175 -2%
LWAM
633
Legacy Wealth Asset Management
Minnesota
$618K -$37.7K -484 -6%
OWA
634
Octavia Wealth Advisors
Ohio
$617K +$113K +1,451 +22%
LNC
635
Lincoln National Corp
Pennsylvania
$616K +$61.9K +794 +11%
OIM
636
Oder Investment Management
California
$616K -$32.3K -415 -5%
SG
637
StoneX Group
New York
$615K +$136K +1,752 +28%
MCM
638
Manchester Capital Management
Vermont
$615K
RIA
639
Realta Investment Advisors
Delaware
$614K -$51.8K -665 -8%
AIA
640
Angeles Investment Advisors
California
$610K +$701 +9 +0.1%
TC
641
Tacita Capital
Ontario, Canada
$610K -$112K -1,430 -15%
BHPW
642
Beverly Hills Private Wealth
California
$610K -$23.8K -306 -4%
V
643
ViaWealth
Kansas
$609K +$114K +1,458 +23%
VCA
644
Verdence Capital Advisors
Maryland
$608K +$88K +1,130 +17%
RJT
645
Raymond James Trust
Florida
$600K +$38.8K +498 +7%
VSQM
646
V-Square Quantitative Management
Illinois
$597K +$597K +5,790 New
Fiera Capital (Canada)
647
Fiera Capital (Canada)
Quebec, Canada
$594K +$6.72K +86 +1%
CIA
648
Concurrent Investment Advisors
Florida
$593K +$593K +7,612 New
NL
649
NWAM LLC
Washington
$587K +$587K +7,540 New
BLC
650
Brown, Lisle/Cummings
Rhode Island
$580K