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Shopify
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Overview Fund Activity

1,016 hedge funds and large institutions have $36.8B invested in Shopify in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 355 increasing their positions, 332 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,016
Holders Change
+52
Holders Change %
+5.39%
% of All Funds
16.26%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
167
Increased
355
Reduced
332
Closed
97
Calls
$1.68B
Puts
$1.82B
Net Calls
-$140M
Net Calls Change
-$353M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$624M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$253M
3
Capital International Investors
Capital International Investors
California
+$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$227M
5
Fidelity International
Fidelity International
Bermuda
+$221M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$188M
2
Holocene Advisors
Holocene Advisors
New York
-$174M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$173M
4
HCM
HMI Capital Management
California
-$169M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
676
Vestmark Advisory Solutions
Massachusetts
$303K -$12.8K -266 -4%
CIAS
677
Capital Investment Advisory Services
North Carolina
$302K +$479 +10 +0.2%
BIAS
678
Beacon Investment Advisory Services
New Jersey
$299K -$36.2K -755 -11%
DI
679
DFPG Investments
Utah
$298K -$113K -2,351 -27%
XT
680
XTX Topco
Cayman Islands
$298K +$298K +6,218 New
SIC
681
Salem Investment Counselors
North Carolina
$297K -$785K -16,365 -73%
PTC
682
Private Trust Company
Ohio
$296K +$47.9K +1,000 +19%
DAS
683
Dynamic Advisor Solutions
Arizona
$294K -$685K -14,290 -70%
SW
684
Solidarity Wealth
Utah
$294K +$294K +6,125 New
WSTAM
685
Wilbanks Smith & Thomas Asset Management
Virginia
$294K +$4.51K +94 +2%
RW
686
Rede Wealth
Virginia
$293K +$12.2K +255 +4%
SHGA
687
Sand Hill Global Advisors
California
$291K -$20.3K -424 -7%
YIH
688
Y-Intercept (HK)
Hong Kong
$291K +$291K +6,066 New
GCP
689
Gill Capital Partners
Colorado
$290K +$9.59K +200 +3%
IFWM
690
Institute for Wealth Management
Colorado
$288K -$5.85K -122 -2%
PWA
691
Phoenix Wealth Advisors
North Carolina
$287K -$6.47K -135 -2%
ZF
692
Zhang Financial
Michigan
$286K +$286K +5,961 New
TCA
693
Transcend Capital Advisors
New Jersey
$285K +$2.16K +45 +0.8%
JIC
694
Johnson Investment Counsel
Ohio
$284K +$479 +10 +0.2%
PTP
695
Platform Technology Partners
New York
$282K +$282K +5,887 New
CB
696
CNB Bank
Pennsylvania
$282K -$2.88K -60 -1%
EP
697
Edgestream Partners
New Jersey
$282K +$282K +5,877 New
ABLA
698
Alan B. Lancz & Associates
Ohio
$281K +$479 +10 +0.2%
AGA
699
Accuvest Global Advisors
Utah
$280K -$280K -5,850 -50%
Balyasny Asset Management
700
Balyasny Asset Management
Illinois
$280K -$16.3M -339,287 -98%
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