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Shopify

972 hedge funds and large institutions have $27.1B invested in Shopify in 2022 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 274 increasing their positions, 357 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 96

41% more capital invested

Capital invested by funds: $19.2B → $27.1B (+$7.86B)

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

12% more call options, than puts

Call options by funds: $1.93B | Put options by funds: $1.72B

10% more funds holding

Funds holding: 883972 (+89)

3.63% more ownership

Funds ownership: 61.04%64.67% (+3.6%)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 357

Holders
972
Holders Change
+89
Holders Change %
+10.08%
% of All Funds
15.62%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.53%
New
202
Increased
274
Reduced
357
Closed
96
Calls
$1.93B
Puts
$1.72B
Net Calls
+$213M
Net Calls Change
-$4.92B
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
726
Anchor Investment Management
South Carolina
$162K -$1.64K -48 -1%
ME
727
McIlrath & Eck
Washington
$161K -$127K -3,730 -45%
SSB
728
Sandy Spring Bank
Maryland
$161K -$28K -820 -15%
Mitsubishi UFJ Asset Management
729
Mitsubishi UFJ Asset Management
Japan
$152K -$9.15K -268 -6%
CWM
730
Compass Wealth Management
Connecticut
$150K +$148K +4,320 New
AAP
731
Arax Advisory Partners
Colorado
$148K -$29.7K -870 -17%
UB
732
UMB Bank
Missouri
$147K +$82.9K +2,428 +134%
AF
733
Advisornet Financial
Minnesota
$147K -$205K -6,000 -59%
SIM
734
SRS Investment Management
New York
$141K -$358M -10,473,638 -100%
GWM
735
Geneos Wealth Management
Colorado
$141K +$71.7K +2,100 +108%
FIA
736
FNY Investment Advisers
New York
$139K -$1.02K -30 -0.7%
OIA
737
Optimum Investment Advisors
Illinois
$138K -$10.2K -300 -7%
AWM
738
Accurate Wealth Management
Florida
$136K +$127K +3,715 New
WT
739
Whittier Trust
California
$135K +$115K +3,372 +644%
EDRH
740
Edmond de Rothschild Holding
Switzerland
$134K
ATFA
741
All Terrain Financial Advisors
Minnesota
$133K +$131K +3,840 New
C
742
Covestor
United Kingdom
$128K -$42.4K -1,241 -25%
NECFA
743
New England Capital Financial Advisors
Connecticut
$123K +$104K +3,040 New
EWA
744
EverSource Wealth Advisors
Alabama
$122K +$19.6K +574 +20%
CTC
745
Central Trust Company
Missouri
$112K -$1.11M -32,484 -91%
LWCFA
746
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K +$12.1K +355 +13%
CF
747
Centaurus Financial
California
$110K -$344K -10,061 -76%
WAM
748
Worth Asset Management
Texas
$109K
BBHC
749
Brown Brothers Harriman & Co
New York
$108K -$33.1K -970 -24%
TSWM
750
Tyler-Stone Wealth Management
Ohio
$104K +$1.71K +50 +2%

SHOP Hedge Fund Activity: Q4 2022 in Review

972 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q4 2022, worth a combined $27.1B — up 41% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new SHOP positions and 96 closed out — a net gain of 106 holders — while 274 added to existing stakes and 357 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $341M. The largest seller was SRS Investment Management, cutting an estimated $358M.

  • 972 institutional investors held Shopify (SHOP) as of Q4 2022, up from 883 in Q3 2022.
  • Funds reported $27.1B of Shopify stock for Q4 2022, up 41% quarter-over-quarter.
  • 202 funds opened new Shopify positions in Q4 2022 and 96 closed out, a net change of +106 holders.
  • The largest Shopify buyer in Q4 2022 was Capital Research Global Investors, an estimated $341M added.
  • The largest Shopify seller in Q4 2022 was SRS Investment Management, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2022.