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Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$659M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$632M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$307M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$257M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$228M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$909M
2
Sands Capital Management
Sands Capital Management
Virginia
-$471M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$360M
4
AIM
ARK Investment Management
Florida
-$330M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
726
Gill Capital Partners
Colorado
$349K -$41.3K -640 -11%
OPWM
727
Oxinas Partners Wealth Management
Indiana
$348K +$10.3K +160 +3%
CIA
728
Capital Investment Advisors
Georgia
$348K +$348K +5,390 New
PA
729
PSI Advisors
Florida
$346K – – –
SAM
730
Silvercrest Asset Management
New York
$345K +$40.7K +630 +13%
FFA
731
Farther Finance Advisors
California
$344K -$17.1K -264 -5%
AC
732
AXQ Capital
New Jersey
$342K -$1.04M -16,156 -75%
LHWM
733
Lake Hills Wealth Management
Texas
$341K +$341K +5,285 New
HCMT
734
Highland Capital Management (Tennessee)
Tennessee
$341K +$341K +5,280 New
ATPW
735
Ashton Thomas Private Wealth
Arizona
$338K +$338K +5,234 New
RhumbLine Advisers
736
RhumbLine Advisers
Massachusetts
$338K +$338K +5,229 New
V
737
ViaWealth
Kansas
$338K +$30.7K +475 +10%
AWE
738
Avidian Wealth Enterprises
Texas
$336K +$336K +5,203 New
WFI
739
West Family Investments
California
$334K – – –
LCM
740
Landscape Capital Management
New Jersey
$333K -$15.1M -233,809 -98%
CNWM
741
Clay Northam Wealth Management
California
$333K +$45.2K +700 +16%
TCA
742
Transcend Capital Advisors
New Jersey
$330K -$53.6K -829 -14%
FWM
743
FFT Wealth Management
Pennsylvania
$329K – – –
CWS
744
Confluence Wealth Services
Pennsylvania
$329K +$3.17K +49 +1%
RFN
745
Redwood Financial Network
Ohio
$327K +$2.52K +39 +0.8%
CF
746
Centaurus Financial
California
$325K +$128K +1,980 +65%
SWA
747
Stratos Wealth Advisors
Ohio
$322K +$322K +4,984 New
ICG
748
InterOcean Capital Group
Tennessee
$322K +$322K +4,977 New
ME
749
McIlrath & Eck
Washington
$321K -$4.07K -63 -1%
ARIS
750
Advanced Research Investment Solutions
California
$320K – – –
28 29
30
31 32