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Shopify
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Overview Fund Activity

1,016 hedge funds and large institutions have $36.8B invested in Shopify in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 355 increasing their positions, 332 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,016
Holders Change
+52
Holders Change %
+5.39%
% of All Funds
16.26%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
167
Increased
355
Reduced
332
Closed
97
Calls
$1.68B
Puts
$1.82B
Net Calls
-$140M
Net Calls Change
-$353M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$624M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$253M
3
Capital International Investors
Capital International Investors
California
+$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$227M
5
Fidelity International
Fidelity International
Bermuda
+$221M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$188M
2
Holocene Advisors
Holocene Advisors
New York
-$174M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$173M
4
HCM
HMI Capital Management
California
-$169M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
701
Lazard Asset Management
New York
$278K +$268K +5,614 +2,807%
PVI
702
Pine Valley Investments
New Jersey
$278K +$278K +4,503 New
BSW
703
Buckingham Strategic Wealth
Missouri
$276K – – –
BLC
704
Brown, Lisle/Cummings
Rhode Island
$273K – – –
HFP
705
Holistic Financial Partners
Indiana
$273K +$273K +5,694 New
SC
706
Savant Capital
Illinois
$273K +$273K +5,686 New
SWM
707
Sculati Wealth Management
Michigan
$272K +$272K +5,680 New
OWA
708
Octavia Wealth Advisors
Ohio
$270K +$270K +5,630 New
LFA
709
Legacy Financial Advisors
Kentucky
$270K +$270K +5,627 New
CWMGP
710
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$269K -$145K -3,025 -35%
FFA
711
Farther Finance Advisors
California
$268K +$186K +3,870 +225%
CC
712
Centiva Capital
New York
$263K +$158K +3,300 +151%
MIM
713
Moseley Investment Management
Florida
$263K -$28.5K -595 -10%
PCM
714
Perkins Capital Management
Minnesota
$261K +$261K +5,450 New
KA
715
Kozak & Associates
Colorado
$259K – – –
AFP
716
Ausdal Financial Partners
Iowa
$257K -$100K -2,093 -28%
PA
717
PSI Advisors
Florida
$256K -$36K -750 -12%
CFGS
718
Concourse Financial Group Securities
Alabama
$256K -$10.5K -218 -4%
FHC
719
First Heartland Consultants
Missouri
$255K +$255K +5,312 New
LA
720
Latitude Advisors
Florida
$253K +$253K +5,276 New
PGWM
721
Pitti Group Wealth Management
New York
$251K +$251K +5,246 New
OPWM
722
Oxinas Partners Wealth Management
Indiana
$251K +$251K +5,233 New
GSC
723
Grey Street Capital
Illinois
$250K +$250K +5,213 New
SIG
724
Sargent Investment Group
Maryland
$248K +$248K +5,210 New
WFI
725
West Family Investments
California
$248K -$35.4K -739 -13%
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