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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 %
CWMGP
676
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$461K +$62.2K +920 +16%
JG
677
Jefferies Group
New York
$458K -$928K -13,730 -67%
OIM
678
Oder Investment Management
California
$456K +$143K +2,120 +46%
AIA
679
Alera Investment Advisors
Illinois
$453K +$453K +6,700 New
IFWM
680
Institute for Wealth Management
Colorado
$451K +$451K +6,670 New
WP
681
WealthSource Partners
California
$449K +$51.4K +760 +13%
VIA
682
Vident Investment Advisory
Georgia
$447K +$22.3K +330 +5%
ED
683
Exane Derivatives
France
$446K +$85.8K +1,270 +24%
VCWA
684
Vanguard Capital Wealth Advisors
Colorado
$446K +$220K +3,250 +97%
SW
685
SVB Wealth
Massachusetts
$445K +$54.7K +810 +14%
CW
686
CreativeOne Wealth
Kansas
$445K +$166K +2,460 +60%
NIG
687
NFJ Investment Group
Texas
$444K +$264K +3,900 +147%
WT
688
Whittier Trust
California
$442K +$339K +5,010 +327%
RWP
689
Revolve Wealth Partners
New Jersey
$441K +$81.7K +1,210 +23%
EPA
690
Element Pointe Advisors
Florida
$440K -$152K -2,250 -26%
NB
691
Nicolet Bankshares
Wisconsin
$440K +$2.03K +30 +0.5%
SBIA
692
Sheaff Brock Investment Advisors
Indiana
$439K -$87.3K -1,290 -17%
PGWM
693
Parisi Gray Wealth Management
New Jersey
$436K +$18.9K +280 +5%
SBH
694
Segall Bryant & Hamill
Illinois
$435K -$39.2K -580 -8%
BWA
695
Blodgett Wealth Advisors
California
$435K +$70.9K +1,050 +19%
ANI
696
American National Insurance
Texas
$433K -$91.3K -1,350 -17%
BBA
697
BLB&B Advisors
Pennsylvania
$433K +$20.9K +310 +5%
SFG
698
Sovereign Financial Group
Connecticut
$431K +$431K +6,370 New
AWA
699
Arete Wealth Advisors
Illinois
$429K -$125K -1,850 -23%
RWM
700
Ritholtz Wealth Management
New York
$428K -$67.6K -1,000 -14%
26 27
28
29 30