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Shopify
SHOP

Overview Fund Activity

964 hedge funds and large institutions have $27B invested in Shopify in 2022 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 273 increasing their positions, 353 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
+86
Holders Change %
+9.79%
% of All Funds
15.55%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.53%
New
199
Increased
273
Reduced
353
Closed
96
Calls
$1.93B
Puts
$1.72B
Net Calls
+$213M
Net Calls Change
-$4.92B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$347M
2
Barclays
Barclays
United Kingdom
+$309M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$275M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$245M
5
Marshall Wace
Marshall Wace
United Kingdom
+$242M

Top Sellers

1
SIM
SRS Investment Management
New York
-$364M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$260M
3
Morgan Stanley
Morgan Stanley
New York
-$186M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$105M
5
GIM
Generation Investment Management
United Kingdom
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
676
Vestmark Advisory Solutions
Massachusetts
$229K +$229K +6,585 New
ABLA
677
Alan B. Lancz & Associates
Ohio
$228K +$228K +5,850 New
AI
678
Accredited Investors
Minnesota
$226K +$226K +6,510 New
SHGA
679
Sand Hill Global Advisors
California
$226K +$226K +6,500 New
FFM
680
Forum Financial Management
Illinois
$225K +$225K +6,480 New
LFG
681
Larson Financial Group
Missouri
$225K +$34.1K +982 +18%
NB
682
Nicolet Bankshares
Wisconsin
$224K +$224K +6,450 New
GDP
683
Great Diamond Partners
Maine
$223K +$223K +6,418 New
FHA
684
First Horizon Advisors
Tennessee
$223K +$868 +25 +0.4%
BFG
685
Bleakley Financial Group
New Jersey
$222K +$222K +6,400 New
VFA
686
Voya Financial Advisors
Connecticut
$221K +$221K +6,309 New
LA
687
LexAurum Advisors
Kansas
$220K -$208K -6,000 -49%
HH
688
Hilltop Holdings
Texas
$219K +$219K +6,300 New
QCG
689
Quadrant Capital Group
Ohio
$218K +$55.3K +1,593 +34%
CIAS
690
Capital Investment Advisory Services
North Carolina
$218K +$218K +6,290 New
BBA
691
BLB&B Advisors
Pennsylvania
$217K +$217K +6,250 New
MW
692
Marcum Wealth
Ohio
$216K +$216K +6,235 New
SGA
693
Seaport Global Advisors
Massachusetts
$216K -$106K -3,042 -33%
BP
694
BBR Partners
New York
$215K +$215K +6,205 New
CA
695
Clearstead Advisors
Ohio
$215K – – –
IFWM
696
Institute for Wealth Management
Colorado
$213K -$200K -5,750 -48%
PWA
697
Phoenix Wealth Advisors
North Carolina
$212K +$212K +6,120 New
MFA
698
Mayflower Financial Advisors
Massachusetts
$212K +$212K +6,119 New
PA
699
PSI Advisors
Florida
$212K +$6.94K +200 +3%
SG
700
Stonnington Group
California
$212K +$212K +5,800 New
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