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Shopify
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Overview Fund Activity

1,204 hedge funds and large institutions have $111B invested in Shopify in 2021 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 485 increasing their positions, 357 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,204
Holders Change
+54
Holders Change %
+4.7%
% of All Funds
21.02%
Holding in Top 10
85
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.19%
% of All Funds
1.48%
New
154
Increased
485
Reduced
357
Closed
89
Calls
$11.4B
Puts
$10.2B
Net Calls
+$1.21B
Net Calls Change
+$4.23B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.7B
2
Tiger Global Management
Tiger Global Management
New York
+$518M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$390M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$271M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$243M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.34B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.25B
3
BFM
Boothbay Fund Management
New York
-$679M
4
Millennium Management
Millennium Management
New York
-$370M
5
Jane Street
Jane Street
New York
-$358M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
726
Woodstock Corp
Massachusetts
$710K – – –
OWP
727
Obermeyer Wealth Partners
Colorado
$707K +$43.8K +300 +7%
MFW
728
Meristem Family Wealth
Minnesota
$706K +$706K +4,830 New
UCMOK
729
United Capital Management of KS
Kansas
$703K +$108K +740 +18%
MIM
730
Montgomery Investment Management
Maryland
$701K – – –
UR
731
USCA RIA
Texas
$697K +$146K +1,000 +27%
EP
732
Eudaimonia Partners
Tennessee
$695K +$75.9K +520 +12%
SAS
733
Sanford Advisory Services
Michigan
$693K – – –
BAS
734
Brown Advisory Securities
Maryland
$690K +$20.5K +140 +3%
IAP
735
Indie Asset Partners
Indiana
$688K -$38K -260 -5%
BSW
736
Buckingham Strategic Wealth
Missouri
$688K -$19K -130 -3%
FCBT
737
First Citizens Bank & Trust
North Carolina
$684K -$510K -3,490 -43%
PIA
738
Perennial Investment Advisors
California
$679K -$11.2M -76,380 -94%
IWM
739
IHT Wealth Management
Illinois
$678K +$70.1K +480 +12%
LBD
740
Landsberg Bennett & Dubbaneh
Florida
$678K +$678K +4,570 New
RWB
741
RMR Wealth Builders
New Jersey
$672K +$672K +4,600 New
SIA
742
Soltis Investment Advisors
Utah
$669K +$8.76K +60 +1%
JWBC
743
J.W. Burns & Co
New York
$668K -$95K -650 -12%
MFG
744
Merit Financial Group
Georgia
$663K +$663K +4,540 New
HIMC
745
Heritage Investors Management Corp
Maryland
$657K – – –
GA
746
Greytown Advisors
Florida
$655K +$2.92K +20 +0.4%
BAM
747
Belpointe Asset Management
Nevada
$652K -$241K -1,650 -27%
RA
748
RFG Advisory
Alabama
$650K +$199K +1,360 +44%
Bank Julius Baer & Co
749
Bank Julius Baer & Co
Switzerland
$647K +$634K +4,340 +4,822%
CCM
750
Coldstream Capital Management
Washington
$646K -$7.31K -50 -1%
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