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Shopify

1,068 hedge funds and large institutions have $42.6B invested in Shopify in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 389 increasing their positions, 376 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
-48
Holders Change %
-4.3%
% of All Funds
17.03%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.53%
New
96
Increased
389
Reduced
376
Closed
135
Calls
$1.95B
Puts
$1.97B
Net Calls
-$13.2M
Net Calls Change
+$397M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
651
Dynamic Advisor Solutions
Arizona
$415K +$179K +3,281 +76%
Fiera Capital (Canada)
652
Fiera Capital (Canada)
Quebec, Canada
$412K -$14.6K -266 -3%
GAG
653
GM Advisory Group
New York
$410K
PTC
654
Private Trust Company
Ohio
$408K +$546 +10 +0.1%
AFG
655
Alterity Financial Group
Maine
$407K +$8.19K +150 +2%
BLC
656
Brown, Lisle/Cummings
Rhode Island
$407K +$27.3K +500 +7%
VCM
657
Virtue Capital Management
Tennessee
$402K
MC
658
Moors & Cabot
Massachusetts
$401K -$42.2K -774 -10%
MWA
659
Moser Wealth Advisors
Washington
$401K +$57.9K +1,061 +17%
DI
660
DFPG Investments
Utah
$400K -$19.9K -330 -5%
DR
661
Davis Rea
Ontario, Canada
$398K -$274 -5 -0.1%
PVI
662
Pine Valley Investments
New Jersey
$397K -$12.1K -221 -3%
GDP
663
Great Diamond Partners
Maine
$394K +$18.2K +334 +5%
RJT
664
Raymond James Trust
Florida
$393K +$44.9K +823 +13%
QCG
665
Quadrant Capital Group
Ohio
$393K +$17.1K +314 +5%
BBA
666
BLB&B Advisors
Pennsylvania
$392K +$5.46K +100 +1%
PWLP
667
Prio Wealth Limited Partnership
Massachusetts
$391K
MFA
668
Mayflower Financial Advisors
Massachusetts
$391K +$8.08K +148 +2%
NW
669
NewEdge Wealth
Pennsylvania
$391K +$129K +2,356 +49%
WWP
670
Waypoint Wealth Partners
California
$390K
VA
671
Valmark Advisers
Ohio
$388K +$12K +219 +3%
LNC
672
Lincoln National Corp
Pennsylvania
$388K -$34.8K -637 -8%
TCM
673
Traynor Capital Management
Pennsylvania
$385K +$139K +2,549 +57%
VAS
674
Vestmark Advisory Solutions
Massachusetts
$385K +$149K +2,726 +63%
GS
675
Gagnon Securities
New York
$384K -$1.09K -20 -0.3%