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Shopify
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Overview Fund Activity

1,201 hedge funds and large institutions have $67.2B invested in Shopify in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 364 increasing their positions, 414 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+133
Holders Change %
+12.45%
% of All Funds
17.61%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
0.59%
New
249
Increased
364
Reduced
414
Closed
105
Calls
$3.83B
Puts
$2.96B
Net Calls
+$868M
Net Calls Change
+$881M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.54B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.52B
3
Capital World Investors
Capital World Investors
California
+$685M
4
GQG Partners
GQG Partners
Florida
+$547M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$433M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$356M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$291M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$221M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$181M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
676
Zhang Financial
Michigan
$543K +$73.1K +939 +16%
HH
677
Hilltop Holdings
Texas
$543K +$46.7K +600 +9%
ODG
678
O'Dell Group
Ohio
$539K +$8.96K +115 +2%
CGL
679
Clarius Group LLC
Washington
$539K +$154K +1,980 +40%
WSTAM
680
Wilbanks Smith & Thomas Asset Management
Virginia
$539K -$156 -2 -0%
TCM
681
Traynor Capital Management
Pennsylvania
$538K -$11.5K -148 -2%
BCM
682
BluePath Capital Management
Georgia
$537K +$537K +6,624 New
Focus Partners Wealth
683
Focus Partners Wealth
Massachusetts
$533K +$533K +6,836 New
WA
684
Wealth Alliance
New York
$532K +$112K +1,440 +27%
GDP
685
Great Diamond Partners
Maine
$531K -$31.4K -403 -6%
SHGA
686
Sand Hill Global Advisors
California
$530K – – –
MFA
687
Mayflower Financial Advisors
Massachusetts
$529K -$29.4K -378 -5%
CB
688
CNB Bank
Pennsylvania
$527K +$76.1K +977 +17%
VCWA
689
Vanguard Capital Wealth Advisors
Colorado
$514K – – –
LCM
690
Lazari Capital Management
California
$511K -$338K -4,340 -40%
LA
691
LexAurum Advisors
Kansas
$510K -$3.12K -40 -0.6%
LC
692
Lindbrook Capital
California
$510K +$36.7K +471 +8%
GCM
693
Graham Capital Management
Connecticut
$505K +$505K +6,479 New
AI
694
Accredited Investors
Minnesota
$503K – – –
SCP
695
Sivia Capital Partners
California
$503K +$503K +6,453 New
TNA
696
True North Advisors
Texas
$502K +$502K +6,447 New
WA
697
Wealth Architects
California
$498K +$623 +8 +0.1%
BBA
698
Baader Bank Aktiengesellschaft
Germany
$498K -$759K -9,914 -60%
ICP
699
Interchange Capital Partners
Pennsylvania
$497K -$101K -1,300 -17%
AC
700
Armistice Capital
New York
$496K +$496K +6,366 New
26 27
28
29 30