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Shopify
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Overview Fund Activity

1,150 hedge funds and large institutions have $82.9B invested in Shopify in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 488 increasing their positions, 344 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
+27
Holders Change %
+2.4%
% of All Funds
20.25%
Holding in Top 10
69
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8%
% of All Funds
1.22%
New
159
Increased
488
Reduced
344
Closed
118
Calls
$4.93B
Puts
$7.95B
Net Calls
-$3.02B
Net Calls Change
-$2.1B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.3B
2
AIM
ARK Investment Management
Florida
+$656M
3
Sands Capital Management
Sands Capital Management
Virginia
+$434M
4
Jennison Associates
Jennison Associates
New York
+$400M
5
Millennium Management
Millennium Management
New York
+$382M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.05B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$477M
3
Capital World Investors
Capital World Investors
California
-$437M
4
Fidelity International
Fidelity International
Bermuda
-$411M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$405M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFM
676
Vivid Financial Management
California
$634K +$108K +980 +21%
FM
677
Family Management
New York
$634K +$133K +1,200 +26%
PGWM
678
Parisi Gray Wealth Management
New Jersey
$627K +$11.1K +100 +2%
RWM
679
Ritholtz Wealth Management
New York
$626K +$158K +1,430 +34%
OC
680
Oakmont Corp
California
$620K – – –
LWAC
681
Laurel Wealth Advisors (California)
California
$617K -$107K -970 -15%
CWG
682
Cornerstone Wealth Group
North Carolina
$614K +$6.85K +60 +1%
Credit Agricole
683
Credit Agricole
France
$611K +$279K +2,520 +84%
RIG
684
Roosevelt Investment Group
New York
$610K -$635K -5,740 -51%
BSAM
685
Blue Square Asset Management
New York
$609K +$32.1K +290 +6%
FBB
686
Fulton Breakefield Broenniman
Maryland
$603K +$38.7K +350 +7%
FPS
687
Fieldpoint Private Securities
Connecticut
$601K -$36.5K -330 -6%
ZIM
688
Zacks Investment Management
Illinois
$600K – – –
LWCFA
689
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$596K +$54.2K +490 +10%
9WM
690
9258 Wealth Management
Ohio
$595K -$4.42K -40 -0.7%
QT
691
Quantbot Technologies
New York
$587K -$581K -5,260 -50%
MFA
692
Mayflower Financial Advisors
Massachusetts
$583K -$33.2K -300 -5%
LSPW
693
Lake Street Private Wealth
Illinois
$583K -$13.3K -120 -2%
BAM
694
Belpointe Asset Management
Nevada
$583K +$156K +1,630 +36%
AWA
695
Arete Wealth Advisors
Illinois
$582K +$19.9K +180 +4%
PWPS
696
Pinnacle Wealth Planning Services
Ohio
$582K +$31K +280 +6%
JWBC
697
J.W. Burns & Co
New York
$578K +$35.4K +320 +7%
BCV
698
Banque Cantonale Vaudoise
Switzerland
$576K +$143K +1,290 +33%
ADIM
699
Alpha DNA Investment Management
Maryland
$575K -$63K -570 -10%
NGA
700
Naples Global Advisors
Florida
$570K -$48.7K -440 -8%
26 27
28
29 30