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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 %
PVI
651
Pine Valley Investments
New Jersey
$485K +$194K +3,000 +67%
PTC
652
Private Trust Company
Ohio
$482K +$82.8K +1,282 +21%
WEG
653
World Equity Group
Illinois
$476K -$3.47M -53,771 -88%
SW
654
SVB Wealth
Massachusetts
$476K -$10.3K -160 -2%
DI
655
DFPG Investments
Utah
$475K +$50.6K +742 +12%
BHPW
656
Beverly Hills Private Wealth
California
$474K -$25.5K -440 -5%
IWP
657
Icon Wealth Partners
Texas
$472K -$154K -2,386 -25%
AFG
658
Alterity Financial Group
Maine
$472K -$22.6K -350 -5%
DR
659
Davis Rea
Ontario, Canada
$470K -$1.94K -30 -0.4%
JFG
660
Jefferies Financial Group
New York
$465K -$1.44M -22,256 -76%
PWLP
661
Prio Wealth Limited Partnership
Massachusetts
$463K – – –
EAM
662
Eschler Asset Management
United Kingdom
$463K +$463K +7,161 New
EWM
663
Empirical Wealth Management
Washington
$462K -$29.1K -450 -6%
WWP
664
Waypoint Wealth Partners
California
$462K – – –
BBA
665
BLB&B Advisors
Pennsylvania
$458K +$388 +6 +0.1%
GS
666
Gagnon Securities
New York
$456K -$169K -2,623 -27%
NFG
667
Nadler Financial Group
Illinois
$454K -$6.46K -100 -1%
MFA
668
Mayflower Financial Advisors
Massachusetts
$453K +$21.1K +327 +5%
BWA
669
Bordeaux Wealth Advisors
California
$452K -$64.6K -1,000 -13%
BLC
670
Brown, Lisle/Cummings
Rhode Island
$449K +$80.8K +1,250 +22%
LFG
671
Larson Financial Group
Missouri
$449K -$51.5K -797 -10%
FIA
672
Foundations Investment Advisors
Arizona
$448K +$33.1K +512 +8%
VA
673
Valmark Advisers
Ohio
$446K -$3.1K -48 -0.7%
WSTAM
674
Wilbanks Smith & Thomas Asset Management
Virginia
$445K +$49.5K +767 +13%
GDP
675
Great Diamond Partners
Maine
$445K +$35.2K +545 +9%
25 26
27
28 29