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Shopify
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Overview Fund Activity

1,142 hedge funds and large institutions have $51.9B invested in Shopify in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 501 increasing their positions, 361 reducing their positions, and 339 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,142
Holders Change
-200
Holders Change %
-14.9%
% of All Funds
18.07%
Holding in Top 10
50
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-41.18%
% of All Funds
0.79%
New
152
Increased
501
Reduced
361
Closed
339
Calls
$14.5B
Puts
$7.36B
Net Calls
+$7.15B
Net Calls Change
+$3.92B

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$837M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$613M
3
Sands Capital Management
Sands Capital Management
Virginia
+$490M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$391M
5
Capital International Investors
Capital International Investors
California
+$380M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.39B
2
Jennison Associates
Jennison Associates
New York
-$1.23B
3
Capital World Investors
Capital World Investors
California
-$947M
4
ECU
Egerton Capital (UK)
United Kingdom
-$577M
5
UBS AM
UBS AM
Illinois
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
726
Rafferty Asset Management
New York
$378K +$161K +2,380 +74%
WMA
727
Wealth Management Associates
New Jersey
$376K +$376K +5,560 New
CWG
728
Cornerstone Wealth Group
North Carolina
$373K +$4.73K +70 +1%
DA
729
Duality Advisers
Florida
$373K +$373K +5,520 New
WMSA
730
Weiss Multi-Strategy Advisers
New York
$369K -$647K -9,570 -64%
MFA
731
Mayflower Financial Advisors
Massachusetts
$367K -$1.35K -20 -0.4%
FCB
732
First Command Bank
Texas
$366K +$33.8K +500 +10%
FCFS
733
First Command Financial Services
Texas
$366K +$33.8K +500 +10%
DI
734
Diligent Investors
California
$366K +$252K +3,730 +222%
GCP
735
Gill Capital Partners
Colorado
$366K +$366K +5,410 New
9WM
736
9258 Wealth Management
Ohio
$365K +$14.9K +220 +4%
GWSG
737
GPS Wealth Strategies Group
Colorado
$364K -$297K -4,390 -45%
PWS
738
Precision Wealth Strategies
Missouri
$363K +$260K +3,840 +251%
BWP
739
Baldwin Wealth Partners
Massachusetts
$358K +$77.7K +1,150 +28%
WI
740
Wahed Invest
New York
$357K +$357K +5,280 New
MWA
741
Moser Wealth Advisors
Washington
$356K +$112K +1,660 +46%
LW
742
Linscomb Wealth
Texas
$354K -$43.2K -640 -11%
AAP
743
Arax Advisory Partners
Colorado
$354K +$82.6K +1,220 +30%
KCIA
744
Kingsbury Capital Investment Advisors
Illinois
$353K +$353K +5,220 New
FFG
745
Frisch Financial Group
New York
$351K – – –
ZF
746
Zhang Financial
Michigan
$351K +$351K +5,200 New
BSW
747
Buckingham Strategic Wealth
Missouri
$349K +$33.1K +490 +10%
NGA
748
Naples Global Advisors
Florida
$348K -$39.9K -590 -10%
OWP
749
Obermeyer Wealth Partners
Colorado
$348K – – –
QCG
750
Quadrant Capital Group
Ohio
$348K +$76.5K +1,130 +28%
28 29
30
31 32