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Shopify

1,150 hedge funds and large institutions have $82.9B invested in Shopify in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 488 increasing their positions, 344 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
+27
Holders Change %
+2.4%
% of All Funds
20.25%
Holding in Top 10
69
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8%
% of All Funds
1.22%
New
159
Increased
488
Reduced
344
Closed
118
Calls
$4.93B
Puts
$7.95B
Net Calls
-$3.02B
Net Calls Change
-$2.1B
Name Holding Trade Value Shares
Change
Shares
Change %
LSAG
701
Lake Street Advisors Group
New Hampshire
$570K +$570K +5,150 New
LC
702
Lindbrook Capital
California
$569K +$64.2K +580 +13%
JG
703
Jefferies Group
New York
$569K +$569K +5,140 New
ACA
704
Aptus Capital Advisors
Alabama
$565K -$1.11K -10 -0.2%
MMPW
705
Mitchell McLeod Pugh & Williams
Alabama
$561K
STA
706
Summit Trail Advisors
New York
$559K +$166K +1,500 +42%
VC
707
Veracity Capital
Georgia
$558K +$13.3K +120 +2%
Asset Management One
708
Asset Management One
Japan
$553K -$442K -4,000 -44%
SPIO
709
Seven Post Investment Office
California
$553K
BWM
710
Buckley Wealth Management
Nevada
$553K
FMW
711
Farr Miller & Washington
District of Columbia
$553K
RC
712
RBF Capital
California
$553K +$553K +5,000 New
KCMH
713
Keywise Capital Management (HK)
Hong Kong
$553K +$553K +5,000 New
FPCP
714
Fort Point Capital Partners
California
$553K +$553K +5,000 New
SM
715
SG3 Management
Puerto Rico
$553K +$553K +5,000 New
IAP
716
Indie Asset Partners
Indiana
$550K -$71.9K -650 -12%
OFS
717
OneAscent Financial Services
Alabama
$550K +$40.9K +370 +8%
LWM
718
Laidlaw Wealth Management
New York
$548K +$57.6K +520 +12%
QI
719
QS Investors
New York
$545K
FCFS
720
First Command Financial Services
Texas
$544K
FCB
721
First Command Bank
Texas
$544K
VHAM
722
Van Hulzen Asset Management
California
$540K +$3.32K +30 +0.6%
FNBT
723
FineMark National Bank & Trust
Florida
$540K +$17.7K +160 +3%
SBH
724
Segall Bryant & Hamill
Illinois
$539K -$11K -100 -2%
WC
725
Woodstock Corp
Massachusetts
$538K