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Shopify
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Overview Fund Activity

1,221 hedge funds and large institutions have $104B invested in Shopify in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 497 increasing their positions, 356 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
+17
Holders Change %
+1.41%
% of All Funds
21.44%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.44%
New
122
Increased
497
Reduced
356
Closed
92
Calls
$10.6B
Puts
$11.2B
Net Calls
-$561M
Net Calls Change
-$1.78B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$530M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$408M
3
SG Americas Securities
SG Americas Securities
New York
+$381M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$230M
5
UBS AM
UBS AM
Illinois
+$203M

Top Sellers

1
AIM
ARK Investment Management
Florida
-$402M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$348M
3
LPC
Lone Pine Capital
Connecticut
-$274M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$268M
5
Renaissance Technologies
Renaissance Technologies
New York
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
UMC
726
United Maritime Capital
New York
$678K +$678K +5,000 New
MC
727
Matisse Capital
Oregon
$678K +$678K +5,000 New
OWM
728
OneAscent Wealth Management
Alabama
$678K +$678K +5,000 New
CWM
729
Circle Wealth Management
New Jersey
$677K – – –
ASC
730
Atalanta Sosnoff Capital
New York
$675K – – –
FFG
731
Frisch Financial Group
New York
$674K +$96.3K +710 +17%
EP
732
Eudaimonia Partners
Tennessee
$670K +$24.4K +180 +4%
FNBT
733
FineMark National Bank & Trust
Florida
$668K – – –
FCFS
734
First Command Financial Services
Texas
$667K – – –
FCB
735
First Command Bank
Texas
$667K – – –
IAP
736
Indie Asset Partners
Indiana
$666K +$27.1K +200 +4%
NIG
737
NFJ Investment Group
Texas
$664K -$335K -2,470 -34%
SPIO
738
Seven Post Investment Office
California
$664K – – –
SBH
739
Segall Bryant & Hamill
Illinois
$663K – – –
WC
740
Woodstock Corp
Massachusetts
$659K – – –
CF
741
Centaurus Financial
California
$658K +$351K +2,590 +115%
HB
742
Homrich & Berg
Georgia
$658K +$396K +2,920 +151%
BPA
743
Beacon Pointe Advisors
California
$652K -$35.2K -260 -5%
MIM
744
Montgomery Investment Management
Maryland
$651K – – –
AFP
745
Ausdal Financial Partners
Iowa
$647K -$1.14M -8,380 -64%
RI
746
Redwood Investments
Massachusetts
$647K -$62.4K -460 -9%
BSW
747
Buckingham Strategic Wealth
Missouri
$647K +$8.14K +60 +1%
SAS
748
Sanford Advisory Services
Michigan
$642K – – –
PIA
749
Perennial Investment Advisors
California
$640K +$9.49K +70 +2%
SLWA
750
San Luis Wealth Advisors
California
$640K +$640K +4,720 New
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