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Shopify

1,204 hedge funds and large institutions have $111B invested in Shopify in 2021 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 485 increasing their positions, 357 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,204
Holders Change
+54
Holders Change %
+4.7%
% of All Funds
21.02%
Holding in Top 10
85
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.19%
% of All Funds
1.48%
New
154
Increased
485
Reduced
357
Closed
89
Calls
$11.4B
Puts
$10.2B
Net Calls
+$1.21B
Net Calls Change
+$4.23B
Name Holding Trade Value Shares
Change
Shares
Change %
LSAG
651
Lake Street Advisors Group
New Hampshire
$931K +$156K +1,040 +20%
LWAC
652
Laurel Wealth Advisors (California)
California
$929K +$115K +790 +14%
LCM
653
Landscape Capital Management
New Jersey
$920K
IAIM
654
International Assets Investment Management
Florida
$909K +$510K +3,490 +128%
VAS
655
Vestmark Advisory Solutions
Massachusetts
$907K +$21.9K +150 +2%
ANRIA
656
American National Registered Investment Advisor
Texas
$901K -$8.76K -60 -1%
ACI
657
Alpha Cubed Investments
California
$894K -$168K -1,150 -16%
EWA
658
Exencial Wealth Advisors
Oklahoma
$893K +$38K +260 +4%
BBA
659
BLB&B Advisors
Pennsylvania
$891K
JWM
660
JFG Wealth Management
Colorado
$891K +$14.6K +100 +2%
SWM
661
Sculati Wealth Management
Michigan
$891K +$14.6K +100 +2%
NW
662
NewEdge Wealth
Pennsylvania
$888K -$71.6K -490 -7%
CCP
663
Cardan Capital Partners
Colorado
$884K -$36.5K -250 -4%
AC
664
Avestar Capital
New York
$884K +$321K +2,200 +57%
LWAM
665
Legacy Wealth Asset Management
Minnesota
$880K -$137K -940 -14%
PGWM
666
Parisi Gray Wealth Management
New Jersey
$872K +$43.8K +300 +5%
VA
667
Valmark Advisers
Ohio
$871K -$108K -740 -11%
LWM
668
Laidlaw Wealth Management
New York
$866K +$143K +980 +20%
LW
669
Linscomb Wealth
Texas
$865K -$251K -1,720 -23%
GCA
670
Guardian Capital Advisors
Ontario, Canada
$857K +$14.7K +100 +2%
PWPS
671
Pinnacle Wealth Planning Services
Ohio
$857K +$87.7K +600 +11%
LSPW
672
Lake Street Private Wealth
Illinois
$850K +$81.6K +560 +11%
BSAM
673
Blue Square Asset Management
New York
$847K +$43.8K +300 +5%
AO
674
Advisor OS
Illinois
$847K +$149K +1,020 +21%
GW
675
GW & Wade
Massachusetts
$846K -$43.8K -300 -5%