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Shopify
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Overview Fund Activity

1,016 hedge funds and large institutions have $36.8B invested in Shopify in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 355 increasing their positions, 332 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,016
Holders Change
+52
Holders Change %
+5.39%
% of All Funds
16.26%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
167
Increased
355
Reduced
332
Closed
97
Calls
$1.68B
Puts
$1.82B
Net Calls
-$140M
Net Calls Change
-$353M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$624M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$253M
3
Capital International Investors
Capital International Investors
California
+$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$227M
5
Fidelity International
Fidelity International
Bermuda
+$221M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$188M
2
Holocene Advisors
Holocene Advisors
New York
-$174M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$173M
4
HCM
HMI Capital Management
California
-$169M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
726
Pachira Investments
California
$247K +$247K +5,159 New
SGA
727
Seaport Global Advisors
Massachusetts
$246K -$52.6K -1,098 -18%
FWM
728
FFT Wealth Management
Pennsylvania
$244K +$244K +5,100 New
SLWA
729
San Luis Wealth Advisors
California
$244K -$1.46M -30,448 -86%
QCM
730
Quantinno Capital Management
New York
$243K +$243K +5,068 New
CWS
731
Confluence Wealth Services
Pennsylvania
$242K +$242K +5,040 New
WP
732
Westmount Partners
California
$241K +$241K +5,035 New
ME
733
McIlrath & Eck
Washington
$241K +$18.7K +391 +8%
RFN
734
Redwood Financial Network
Ohio
$241K +$241K +5,030 New
UM
735
Ulysses Management
New York
$240K +$240K +5,000 New
SB
736
Strategic Blueprint
Georgia
$238K +$238K +4,970 New
ARIS
737
Advanced Research Investment Solutions
California
$238K +$238K +4,960 New
FCFS
738
First Command Financial Services
Texas
$236K – – –
FCB
739
First Command Bank
Texas
$236K – – –
SPIO
740
Seven Post Investment Office
California
$235K +$235K +4,900 New
JWM
741
JGP Wealth Management
Oregon
$235K +$235K +4,898 New
RA
742
RFG Advisory
Alabama
$234K -$3.07K -64 -1%
HGWM
743
Horst & Graben Wealth Management
Oregon
$232K +$232K +4,840 New
PA
744
PFG Advisors
Arizona
$231K +$231K +4,809 New
MIM
745
Montgomery Investment Management
Maryland
$230K +$230K +4,800 New
LFAS
746
Level Four Advisory Services
Texas
$230K -$128K -2,671 -36%
PFWA
747
Paces Ferry Wealth Advisors
Georgia
$229K +$229K +4,786 New
SBH
748
Segall Bryant & Hamill
Illinois
$229K +$229K +4,780 New
SFS
749
Sowell Financial Services
Arkansas
$229K +$229K +4,787 New
V
750
ViaWealth
Kansas
$228K -$80.3K -1,675 -26%
28 29
30
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