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Shopify
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Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$659M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$632M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$307M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$257M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$228M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$909M
2
Sands Capital Management
Sands Capital Management
Virginia
-$471M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$360M
4
AIM
ARK Investment Management
Florida
-$330M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
701
WT Asset Management
Hong Kong
$396K +$396K +6,125 New
ZF
702
Zhang Financial
Michigan
$395K +$16.6K +261 +4%
HIIFS
703
Harel Insurance Investments & Financial Services
Israel
$394K -$47.5K -735 -11%
RWP
704
Revolve Wealth Partners
New Jersey
$387K -$154K -2,391 -29%
FIA
705
FNY Investment Advisers
New York
$387K +$372K +5,760 +2,400%
JIC
706
Johnson Investment Counsel
Ohio
$383K – – –
CC
707
Centiva Capital
New York
$379K +$24.7K +383 +7%
ABLA
708
Alan B. Lancz & Associates
Ohio
$379K – – –
LFA
709
Legacy Financial Advisors
Kentucky
$376K +$12.5K +194 +3%
SB
710
Strategic Blueprint
Georgia
$374K +$53.1K +822 +17%
HFP
711
Holistic Financial Partners
Indiana
$370K +$1.74K +27 +0.5%
PI
712
Pachira Investments
California
$363K +$29.7K +460 +9%
OWA
713
Octavia Wealth Advisors
Ohio
$361K -$2.91K -45 -0.8%
CCA
714
Column Capital Advisors
Indiana
$356K -$164K -2,538 -32%
TFA
715
Toth Financial Advisory
Virginia
$355K +$273K +4,221 +330%
MIM
716
Moseley Investment Management
Florida
$355K +$1.55K +24 +0.4%
VFA
717
Voya Financial Advisors
Connecticut
$355K -$109K -1,710 -23%
FHA
718
First Horizon Advisors
Tennessee
$354K -$74.3K -1,150 -17%
KCM
719
KRS Capital Management
Michigan
$354K -$61.4K -950 -15%
VT
720
Vise Technologies
New York
$353K +$67.1K +1,038 +23%
VCP
721
Verus Capital Partners
Arizona
$353K -$131K -2,032 -27%
PCM
722
Perkins Capital Management
Minnesota
$352K – – –
LA
723
Latitude Advisors
Florida
$351K +$10.5K +162 +3%
CB
724
CNB Bank
Pennsylvania
$351K -$29.2K -452 -8%
KA
725
Kozak & Associates
Colorado
$351K – – –
27 28
29
30 31