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Shopify
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Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$659M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$632M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$307M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$257M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$228M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$909M
2
Sands Capital Management
Sands Capital Management
Virginia
-$471M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$360M
4
AIM
ARK Investment Management
Florida
-$330M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
676
Quadrant Capital Group
Ohio
$445K -$39.7K -615 -8%
EAM
677
EFG Asset Management
Oregon
$442K +$442K +6,844 New
HWAM
678
Hennion & Walsh Asset Management
New Jersey
$441K -$19.3K -299 -4%
ODG
679
O'Dell Group
Ohio
$439K -$14.2K -220 -3%
AI
680
Accredited Investors
Minnesota
$437K -$12.3K -190 -3%
SCM
681
SevenOneSeven Capital Management
Pennsylvania
$435K -$6.96K -126 -2%
CG
682
Colony Group
Massachusetts
$434K +$434K +6,711 New
VCWA
683
Vanguard Capital Wealth Advisors
Colorado
$426K – – –
HH
684
Hilltop Holdings
Texas
$425K -$25.8K -400 -6%
BP
685
BBR Partners
New York
$424K -$75.5K -1,169 -15%
IA
686
IFP Advisors
Florida
$418K +$150K +2,329 +56%
UCFA
687
United Capital Financial Advisors
Texas
$418K -$202K -3,129 -33%
WA
688
Wealth Architects
California
$415K -$212K -3,277 -34%
LA
689
LexAurum Advisors
Kansas
$414K -$8.08K -125 -2%
RJT
690
Raymond James Trust
Florida
$412K -$12.9K -200 -3%
WP
691
WMS Partners
Maryland
$411K -$16.2K -250 -4%
AFM
692
Abbot Financial Management
Massachusetts
$408K -$34.6K -535 -8%
MWA
693
Moser Wealth Advisors
Washington
$406K +$406K +6,280 New
SHGA
694
Sand Hill Global Advisors
California
$404K +$11.7K +181 +3%
CIA
695
Cladis Investment Advisory
Montana
$404K -$71.1K -1,100 -15%
Acadian Asset Management
696
Acadian Asset Management
Massachusetts
$403K +$143K +2,218 +55%
Wealth Enhancement Advisory Services
697
Wealth Enhancement Advisory Services
Minnesota
$402K +$402K +6,230 New
VCM
698
Virtue Capital Management
Tennessee
$402K -$78.2K -1,214 -16%
Parallax Volatility Advisers
699
Parallax Volatility Advisers
California
$398K +$398K +6,158 New
RW
700
Rede Wealth
Virginia
$397K +$2.46K +38 +0.6%
26 27
28
29 30