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Shopify
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Overview Fund Activity

964 hedge funds and large institutions have $27B invested in Shopify in 2022 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 273 increasing their positions, 353 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
+86
Holders Change %
+9.79%
% of All Funds
15.55%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.53%
New
199
Increased
273
Reduced
353
Closed
96
Calls
$1.93B
Puts
$1.72B
Net Calls
+$213M
Net Calls Change
-$4.92B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$347M
2
Barclays
Barclays
United Kingdom
+$309M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$275M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$245M
5
Marshall Wace
Marshall Wace
United Kingdom
+$242M

Top Sellers

1
SIM
SRS Investment Management
New York
-$364M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$260M
3
Morgan Stanley
Morgan Stanley
New York
-$186M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$105M
5
GIM
Generation Investment Management
United Kingdom
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
726
UMB Bank
Missouri
$147K +$84.2K +2,428 +134%
AF
727
Advisornet Financial
Minnesota
$147K -$208K -6,000 -59%
SIM
728
SRS Investment Management
New York
$141K -$364M -10,473,638 -100%
GWM
729
Geneos Wealth Management
Colorado
$141K +$72.9K +2,100 +108%
FIA
730
FNY Investment Advisers
New York
$139K -$1.04K -30 -0.7%
OIA
731
Optimum Investment Advisors
Illinois
$138K -$10.4K -300 -7%
AWM
732
Accurate Wealth Management
Florida
$136K +$136K +3,715 New
WT
733
Whittier Trust
California
$135K +$117K +3,372 +644%
EDRH
734
Edmond de Rothschild Holding
Switzerland
$134K – – –
ATFA
735
All Terrain Financial Advisors
Minnesota
$133K +$133K +3,840 New
C
736
Covestor
United Kingdom
$128K -$43.1K -1,241 -25%
NECFA
737
New England Capital Financial Advisors
Connecticut
$123K +$123K +3,040 New
EWA
738
EverSource Wealth Advisors
Alabama
$122K +$19.9K +574 +20%
CTC
739
Central Trust Company
Missouri
$112K -$1.13M -32,484 -91%
LWCFA
740
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K +$12.3K +355 +13%
CF
741
Centaurus Financial
California
$110K -$348K -10,061 -76%
WAM
742
Worth Asset Management
Texas
$109K – – –
BBHC
743
Brown Brothers Harriman & Co
New York
$108K -$33.7K -970 -24%
TSWM
744
Tyler-Stone Wealth Management
Ohio
$104K +$1.73K +50 +2%
YDMI
745
Y.D. More Investments
Israel
$101K +$101K +2,891 New
BAM
746
Belpointe Asset Management
Nevada
$99.7K -$99.6K -2,870 -50%
MAM
747
Magellan Asset Management
Australia
$96.1K +$96.1K +2,770 New
GFPC
748
Global Financial Private Client
Florida
$93.9K -$20.1K -580 -18%
HCM
749
Hollencrest Capital Management
California
$92.3K +$92.3K +2,660 New
HFM
750
Harvest Fund Management
China
$92K +$92K +2,653 New
28 29
30
31 32