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Shopify
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Overview Fund Activity

1,201 hedge funds and large institutions have $67.2B invested in Shopify in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 364 increasing their positions, 414 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+133
Holders Change %
+12.45%
% of All Funds
17.61%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
0.59%
New
249
Increased
364
Reduced
414
Closed
105
Calls
$3.83B
Puts
$2.96B
Net Calls
+$868M
Net Calls Change
+$881M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.54B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.52B
3
Capital World Investors
Capital World Investors
California
+$685M
4
GQG Partners
GQG Partners
Florida
+$547M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$433M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$356M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$291M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$221M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$181M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
701
Silvercrest Asset Management
New York
$494K +$77.9K +1,000 +19%
HSA
702
HBK Sorce Advisory
Pennsylvania
$486K -$8.26K -106 -2%
FWM
703
Focused Wealth Management
New York
$486K – – –
HIS
704
Harvest Investment Services
Illinois
$485K +$485K +6,229 New
GAMC
705
Garner Asset Management Corp
Texas
$482K +$482K +5,510 New
BBA
706
BLB&B Advisors
Pennsylvania
$482K -$78.7K -1,010 -14%
SC
707
Sapient Capital
Indiana
$477K +$477K +6,126 New
FI
708
FWG Investments
Kentucky
$472K +$472K +6,055 New
DCM
709
Driehaus Capital Management
Illinois
$471K +$471K +6,044 New
JIC
710
Johnson Investment Counsel
Ohio
$470K +$7.79K +100 +2%
DI
711
DFPG Investments
Utah
$469K -$7.04K -98 -1%
OWMIAS
712
One Wealth Management Investment & Advisory Services
Florida
$469K +$469K +6,019 New
WWM
713
Western Wealth Management
Colorado
$468K +$468K +6,004 New
SB
714
Strategic Blueprint
Georgia
$467K -$10.2K -131 -2%
WP
715
WMS Partners
Maryland
$465K -$28K -359 -6%
RW
716
Rede Wealth
Virginia
$462K – – –
MGWM
717
Marks Group Wealth Management
Minnesota
$445K +$445K +5,710 New
KA
718
Kozak & Associates
Colorado
$440K – – –
HIC
719
Hartline Investment Corp
Illinois
$434K +$434K +5,567 New
SWM
720
SeaCrest Wealth Management
New York
$433K +$433K +5,813 New
RhumbLine Advisers
721
RhumbLine Advisers
Massachusetts
$433K -$3.66K -47 -0.8%
SAG
722
SageView Advisory Group
California
$432K +$432K +5,252 New
CCWM
723
Correct Capital Wealth Management
Missouri
$431K +$431K +5,539 New
VT
724
Vise Technologies
New York
$430K +$28.5K +366 +7%
HWM
725
HB Wealth Management
Georgia
$430K +$78.1K +1,002 +22%
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