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Shopify
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Overview Fund Activity

1,142 hedge funds and large institutions have $51.9B invested in Shopify in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 501 increasing their positions, 361 reducing their positions, and 339 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,142
Holders Change
-200
Holders Change %
-14.9%
% of All Funds
18.07%
Holding in Top 10
50
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-41.18%
% of All Funds
0.79%
New
152
Increased
501
Reduced
361
Closed
339
Calls
$14.5B
Puts
$7.36B
Net Calls
+$7.15B
Net Calls Change
+$3.92B

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$837M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$613M
3
Sands Capital Management
Sands Capital Management
Virginia
+$490M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$391M
5
Capital International Investors
Capital International Investors
California
+$380M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.39B
2
Jennison Associates
Jennison Associates
New York
-$1.23B
3
Capital World Investors
Capital World Investors
California
-$947M
4
ECU
Egerton Capital (UK)
United Kingdom
-$577M
5
UBS AM
UBS AM
Illinois
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWLP
651
Prio Wealth Limited Partnership
Massachusetts
$509K -$2.7K -40 -0.5%
WSTAM
652
Wilbanks Smith & Thomas Asset Management
Virginia
$508K +$145K +3,130 +40%
VA
653
Valmark Advisers
Ohio
$506K +$68.2K +1,010 +16%
HH
654
Hilltop Holdings
Texas
$505K -$23K -340 -4%
AFAS
655
Acorn Financial Advisory Services
Virginia
$501K -$10.1K -150 -2%
HWAM
656
Hennion & Walsh Asset Management
New Jersey
$498K +$249K +3,680 +100%
FTUS
657
Flow Traders U.S.
New York
$498K +$301K +4,450 +152%
FTC
658
Farmers Trust Company
Ohio
$497K +$10.1K +150 +2%
WMP
659
Wealth Management Partners
Arizona
$495K +$495K +10,000 New
EFG
660
Everhart Financial Group
Ohio
$494K -$10.1K -150 -2%
V
661
Veritable
Delaware
$489K +$3.38K +50 +0.7%
LHWM
662
Lake Hills Wealth Management
Texas
$487K -$85.1K -1,260 -15%
YIH
663
Y-Intercept (HK)
Hong Kong
$485K -$248K -3,670 -34%
BCM
664
Brookstone Capital Management
Illinois
$483K -$316K -5,120 -40%
IAN
665
Integrated Advisors Network
Texas
$478K -$149K -2,210 -24%
NFG
666
Nadler Financial Group
Illinois
$477K -$927K -13,700 -66%
MMPW
667
Mitchell McLeod Pugh & Williams
Alabama
$475K +$3.38K +50 +0.7%
IHL
668
Investment House LLC
California
$474K +$323K +4,770 +213%
EWM
669
Empirical Wealth Management
Washington
$471K -$7.43K -110 -2%
ZIG
670
Zullo Investment Group
Pennsylvania
$470K +$168K +2,480 +55%
F4L
671
Fortune 45 LLC
Louisiana
$465K -$1.35K -20 -0.3%
PWPS
672
Pinnacle Wealth Planning Services
Ohio
$463K +$71K +1,050 +18%
NWM
673
Nauset Wealth Management
Connecticut
$462K +$54.1K +800 +13%
UCMOK
674
United Capital Management of KS
Kansas
$462K +$84.6K +1,250 +22%
HAS
675
HBW Advisory Services
California
$461K +$35.8K +530 +8%
25 26
27
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