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Shopify
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Overview Fund Activity

1,201 hedge funds and large institutions have $67.2B invested in Shopify in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 364 increasing their positions, 414 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+133
Holders Change %
+12.45%
% of All Funds
17.61%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
0.59%
New
249
Increased
364
Reduced
414
Closed
105
Calls
$3.83B
Puts
$2.96B
Net Calls
+$868M
Net Calls Change
+$881M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.54B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.52B
3
Capital World Investors
Capital World Investors
California
+$685M
4
GQG Partners
GQG Partners
Florida
+$547M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$433M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$356M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$291M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$221M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$181M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
651
Guardian Capital Advisors
Ontario, Canada
$580K -$37.8K -480 -6%
AFM
652
Abbot Financial Management
Massachusetts
$579K +$55.5K +712 +11%
GAG
653
GM Advisory Group
New York
$576K -$9.35K -120 -2%
AFG
654
Alterity Financial Group
Maine
$576K -$3.9K -50 -0.7%
BCM
655
Brookstone Capital Management
Illinois
$575K +$1.4K +18 +0.2%
ECM
656
ExodusPoint Capital Management
New York
$575K -$1.3M -16,699 -69%
QCG
657
Quadrant Capital Group
Ohio
$574K +$13.5K +173 +2%
GS
658
Gagnon Securities
New York
$570K +$21.3K +274 +4%
MWA
659
Moser Wealth Advisors
Washington
$570K -$2.34K -30 -0.4%
GIBU
660
Gulf International Bank (UK)
United Kingdom
$569K -$125K -1,610 -18%
CLOS
661
Compagnie Lombard Odier SCmA
Switzerland
$569K -$89.6K -1,150 -14%
EFG
662
Everhart Financial Group
Ohio
$568K +$568K +7,291 New
DR
663
Davis Rea
Ontario, Canada
$567K – – –
AWA
664
Arkadios Wealth Advisors
Georgia
$566K -$250K -3,204 -31%
SW
665
SVB Wealth
Massachusetts
$563K +$22K +282 +4%
PWLP
666
Prio Wealth Limited Partnership
Massachusetts
$559K – – –
BP
667
BBR Partners
New York
$557K +$45.3K +582 +9%
WWP
668
Waypoint Wealth Partners
California
$557K – – –
RCG
669
Regatta Capital Group
California
$556K -$65.9K -846 -11%
DAS
670
Dynamic Advisor Solutions
Arizona
$553K -$13.8K -185 -2%
PI
671
Pachira Investments
California
$552K +$11.4K +146 +2%
LWM
672
Lakeridge Wealth Management
Ohio
$549K +$549K +7,049 New
NFG
673
Nadler Financial Group
Illinois
$547K – – –
PVI
674
Pine Valley Investments
New Jersey
$545K -$21.9K -281 -4%
BFM
675
Boothbay Fund Management
New York
$543K +$543K +6,973 New
25 26
27
28 29