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Shopify
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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 %
WSTAM
651
Wilbanks Smith & Thomas Asset Management
Virginia
$1.07M +$8.26K +60 +0.8%
VPIM
652
Vanguard Personalized Indexing Management
California
$1.07M +$142K +1,030 +15%
SBIA
653
Sheaff Brock Investment Advisors
Indiana
$1.07M +$4.13K +30 +0.4%
ANI
654
American National Insurance
Texas
$1.07M -$4.89M -35,500 -82%
SYBT
655
Stock Yards Bank & Trust
Kentucky
$1.06M -$248K -1,800 -19%
ACM
656
Aljian Capital Management
Nevada
$1.06M +$13.8K +100 +1%
LWAM
657
Legacy Wealth Asset Management
Minnesota
$1.05M +$270K +1,960 +34%
GAM
658
Gotham Asset Management
New York
$1.05M +$274K +1,990 +35%
IA
659
IFG Advisory
Georgia
$1.05M +$282K +2,050 +37%
PWLP
660
Prio Wealth Limited Partnership
Massachusetts
$1.04M – – –
AFAS
661
Acorn Financial Advisory Services
Virginia
$1.04M +$12.4K +90 +1%
AC
662
Abbrea Capital
California
$1.04M +$132K +960 +15%
EFG
663
Everhart Financial Group
Ohio
$1.03M +$95K +690 +10%
AO
664
Advisor OS
Illinois
$1.02M +$242K +1,760 +31%
RWM
665
Ritholtz Wealth Management
New York
$1.01M +$59.3K +430 +6%
DR
666
Davis Rea
Ontario, Canada
$1M -$71.5K -520 -7%
ME
667
McIlrath & Eck
Washington
$999K +$6.89K +50 +0.7%
FTC
668
Farmers Trust Company
Ohio
$992K +$17.9K +130 +2%
V
669
Veritable
Delaware
$990K +$34.4K +250 +4%
PWA
670
Phoenix Wealth Advisors
North Carolina
$979K -$101K -730 -9%
EWM
671
Empirical Wealth Management
Washington
$975K -$2.75K -20 -0.3%
SBH
672
Segall Bryant & Hamill
Illinois
$966K +$294K +2,140 +44%
MFS
673
Monetta Financial Services
Illinois
$964K +$964K +7,000 New
LSC
674
Lyon Street Capital
California
$964K +$964K +7,000 New
MMPW
675
Mitchell McLeod Pugh & Williams
Alabama
$961K +$191K +1,390 +25%
25 26
27
28 29