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Shopify
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Overview Fund Activity

1,342 hedge funds and large institutions have $107B invested in Shopify in 2021 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 520 increasing their positions, 374 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
+121
Holders Change %
+9.91%
% of All Funds
20.73%
Holding in Top 10
85
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.66%
% of All Funds
1.31%
New
240
Increased
520
Reduced
374
Closed
101
Calls
$14.5B
Puts
$11.3B
Net Calls
+$3.23B
Net Calls Change
+$3.8B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$941M
2
UBS AM
UBS AM
Illinois
+$823M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$300M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$254M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$249M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$392M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$373M
3
AIM
ARK Investment Management
Florida
-$286M
4
SG Americas Securities
SG Americas Securities
New York
-$214M
5
Morgan Stanley
Morgan Stanley
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
726
Naples Global Advisors
Florida
$791K +$81.3K +590 +11%
CWM
727
Cornerstone Wealth Management
Missouri
$785K -$170K -1,230 -18%
RDWM
728
Red Door Wealth Management
Tennessee
$780K -$5.5K -40 -0.7%
LC
729
Lindbrook Capital
California
$773K -$11K -80 -1%
UCMOK
730
United Capital Management of KS
Kansas
$769K +$56.5K +410 +8%
ACI
731
Alpha Cubed Investments
California
$767K -$12.4K -90 -2%
BFA
732
BMS Financial Advisors
South Dakota
$760K +$760K +5,520 New
FWP
733
FAS Wealth Partners
Kansas
$752K -$38.6K -280 -5%
MFA
734
Mayflower Financial Advisors
Massachusetts
$751K +$6.89K +50 +0.9%
CWG
735
Cornerstone Wealth Group
North Carolina
$751K +$9.65K +70 +1%
ZIM
736
Zacks Investment Management
Illinois
$749K -$6.88K -50 -0.9%
BSAM
737
Blue Square Asset Management
New York
$748K -$81.3K -590 -10%
STA
738
Summit Trail Advisors
New York
$748K +$165K +1,200 +28%
BWA
739
Blodgett Wealth Advisors
California
$742K +$742K +5,390 New
LWM
740
Laidlaw Wealth Management
New York
$738K -$13.8K -100 -2%
ED
741
Exane Derivatives
France
$734K +$183K +1,330 +33%
FPS
742
Fieldpoint Private Securities
Connecticut
$734K +$4.13K +30 +0.6%
RWP
743
Revolve Wealth Partners
New Jersey
$733K +$733K +5,320 New
SS
744
Sunbelt Securities
Texas
$726K -$33.4K -380 -4%
HIIFS
745
Harel Insurance Investments & Financial Services
Israel
$725K -$967K -6,920 -57%
IC
746
Intersect Capital
California
$723K -$755K -5,480 -51%
FFG
747
Frisch Financial Group
New York
$716K +$31.7K +230 +5%
9WM
748
9258 Wealth Management
Ohio
$714K – – –
CF
749
Centaurus Financial
California
$712K +$44.1K +320 +7%
OWP
750
Obermeyer Wealth Partners
Colorado
$709K +$125K +910 +21%
28 29
30
31 32