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Overview Fund Activity

1,068 hedge funds and large institutions have $42.6B invested in Shopify in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 389 increasing their positions, 376 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
-48
Holders Change %
-4.3%
% of All Funds
17.03%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.53%
New
96
Increased
389
Reduced
376
Closed
135
Calls
$1.95B
Puts
$1.97B
Net Calls
-$13.2M
Net Calls Change
+$397M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.59B
2
Coatue Management
Coatue Management
New York
$306M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$596M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.97B
5
BlackRock
BlackRock
New York
$364M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$281M
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.34B
3
Morgan Stanley
Morgan Stanley
New York
$3.25B
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$3.42B
5
SM
SCGE Management
California
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
726
Centaurus Financial
California
$301K +$26.1K +478 +10%
CCA
727
Column Capital Advisors
Indiana
$301K – – –
FFA
728
Farther Finance Advisors
California
$301K +$9.99K +183 +3%
ICG
729
InterOcean Capital Group
Tennessee
$300K +$28.8K +528 +11%
JWM
730
JGP Wealth Management
Oregon
$297K +$32.3K +591 +12%
PCM
731
Perkins Capital Management
Minnesota
$297K – – –
GCP
732
Gill Capital Partners
Colorado
$295K – – –
WA
733
Wealth Alliance
New York
$294K +$30.7K +563 +12%
OPWM
734
Oxinas Partners Wealth Management
Indiana
$294K -$709 -13 -0.2%
MIM
735
Moseley Investment Management
Florida
$293K -$6.66K -122 -2%
AWE
736
Avidian Wealth Enterprises
Texas
$292K +$8.57K +157 +3%
SAM
737
Silvercrest Asset Management
New York
$291K – – –
KA
738
Kozak & Associates
Colorado
$290K – – –
IHL
739
Investment House LLC
California
$290K -$156K -2,860 -35%
LHWM
740
Lake Hills Wealth Management
Texas
$288K – – –
WAM
741
Worth Asset Management
Texas
$286K +$22.7K +416 +9%
WFI
742
West Family Investments
California
$286K +$3.66K +67 +1%
NRG
743
Nemes Rush Group
Michigan
$285K +$75.9K +1,391 +36%
PA
744
PSI Advisors
Florida
$284K -$8.19K -150 -3%
VT
745
Vise Technologies
New York
$281K -$16.6K -304 -6%
GWM
746
Geneos Wealth Management
Colorado
$281K +$51.3K +940 +22%
LCM
747
Landscape Capital Management
New Jersey
$281K – – –
KCM
748
KRS Capital Management
Michigan
$277K -$21.8K -400 -7%
AMM
749
American Money Management
California
$277K +$7.64K +140 +3%
SWA
750
Stratos Wealth Advisors
Ohio
$277K +$4.53K +83 +2%
28 29
30
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