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Shopify
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Overview Fund Activity

1,342 hedge funds and large institutions have $107B invested in Shopify in 2021 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 520 increasing their positions, 374 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
+121
Holders Change %
+9.91%
% of All Funds
20.73%
Holding in Top 10
85
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.66%
% of All Funds
1.31%
New
240
Increased
520
Reduced
374
Closed
101
Calls
$14.5B
Puts
$11.3B
Net Calls
+$3.23B
Net Calls Change
+$3.8B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$941M
2
UBS AM
UBS AM
Illinois
+$823M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$300M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$254M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$249M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$392M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$373M
3
AIM
ARK Investment Management
Florida
-$286M
4
SG Americas Securities
SG Americas Securities
New York
-$214M
5
Morgan Stanley
Morgan Stanley
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANRIA
701
American National Registered Investment Advisor
Texas
$850K – – –
PGWM
702
Parisi Gray Wealth Management
New Jersey
$850K +$26.2K +190 +3%
SWM
703
Sculati Wealth Management
Michigan
$846K +$19.3K +140 +2%
IWP
704
Icon Wealth Partners
Texas
$844K – – –
BBA
705
BLB&B Advisors
Pennsylvania
$840K – – –
FA
706
Financial Avengers
California
$840K +$136K +990 +19%
PA
707
PFG Advisors
Arizona
$837K -$74.3K -540 -8%
AAP
708
Ardsley Advisory Partners
Connecticut
$834K +$834K +6,000 New
NWM
709
Nauset Wealth Management
Connecticut
$831K +$831K +6,030 New
MOS
710
MGO One Seven
Ohio
$827K +$192 +10 +0%
CA
711
Cullinan Associates
Kentucky
$826K – – –
PWP
712
Pursue Wealth Partners
California
$824K +$824K +5,980 New
SMFG
713
Sumitomo Mitsui Financial Group
Japan
$821K -$3.49M -25,070 -81%
RJT
714
Raymond James Trust
Florida
$821K +$52.3K +380 +7%
KCM
715
KRS Capital Management
Michigan
$816K +$816K +5,930 New
CWMGP
716
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$813K +$813K +5,900 New
ACM
717
Advisors Capital Management
New Jersey
$811K +$811K +5,880 New
FCBT
718
First Citizens Bank & Trust
North Carolina
$810K -$185K -1,340 -19%
LW
719
Linscomb Wealth
Texas
$810K -$57.9K -420 -7%
WP
720
WealthSource Partners
California
$810K -$48.2K -350 -6%
EWA
721
EP Wealth Advisors
California
$804K +$113K +820 +16%
PWPS
722
Pinnacle Wealth Planning Services
Ohio
$799K +$19.3K +140 +2%
MFG
723
Merit Financial Group
Georgia
$799K +$103K +750 +15%
SW
724
SVB Wealth
Massachusetts
$796K -$167K -1,210 -17%
FBB
725
Fulton Breakefield Broenniman
Maryland
$792K +$55.1K +400 +7%
27 28
29
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