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Shopify
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Overview Fund Activity

1,221 hedge funds and large institutions have $104B invested in Shopify in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 497 increasing their positions, 356 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
+17
Holders Change %
+1.41%
% of All Funds
21.44%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.44%
New
122
Increased
497
Reduced
356
Closed
92
Calls
$10.6B
Puts
$11.2B
Net Calls
-$561M
Net Calls Change
-$1.78B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$530M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$408M
3
SG Americas Securities
SG Americas Securities
New York
+$381M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$230M
5
UBS AM
UBS AM
Illinois
+$203M

Top Sellers

1
AIM
ARK Investment Management
Florida
-$402M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$348M
3
LPC
Lone Pine Capital
Connecticut
-$274M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$268M
5
Renaissance Technologies
Renaissance Technologies
New York
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
701
Raymond James Trust
Florida
$757K +$21.7K +160 +3%
IA
702
IFG Advisory
Georgia
$756K +$4.07K +30 +0.5%
RIG
703
Roosevelt Investment Group
New York
$747K – – –
ZIM
704
Zacks Investment Management
Illinois
$744K +$6.78K +50 +0.9%
LWM
705
Laidlaw Wealth Management
New York
$740K -$63.7K -470 -8%
TIAM2
706
Tru Independence Asset Management 2
Oregon
$739K +$433K +3,190 +141%
Asset Management One
707
Asset Management One
Japan
$732K -$13.6K -100 -2%
CWG
708
Cornerstone Wealth Group
North Carolina
$729K – – –
FBB
709
Fulton Breakefield Broenniman
Maryland
$725K – – –
FPS
710
Fieldpoint Private Securities
Connecticut
$719K +$9.5K +70 +1%
AIM
711
Aigen Investment Management
New York
$714K -$3.69M -27,210 -84%
MC
712
Maverick Capital
Texas
$714K -$1.98M -14,600 -73%
XWM
713
Xcel Wealth Management
Florida
$712K – – –
USCWA
714
U.S. Capital Wealth Advisors
Texas
$706K +$706K +5,210 New
9WM
715
9258 Wealth Management
Ohio
$702K +$9.49K +70 +1%
UCMOK
716
United Capital Management of KS
Kansas
$701K +$48.8K +360 +7%
NGA
717
Naples Global Advisors
Florida
$698K – – –
DC
718
Davenport & Co
Virginia
$694K +$358K +2,640 +106%
ACA
719
Aptus Capital Advisors
Alabama
$693K – – –
FA
720
Financial Avengers
California
$693K +$349K +2,570 +101%
MFG
721
Merit Financial Group
Georgia
$685K +$69.2K +510 +11%
AW
722
ACG Wealth
Georgia
$683K +$10.8K +80 +2%
EWA
723
EP Wealth Advisors
California
$681K +$191K +1,410 +39%
FMW
724
Farr Miller & Washington
District of Columbia
$678K – – –
BWM
725
Buckley Wealth Management
Nevada
$678K – – –
27 28
29
30 31