SHOP icon

Shopify
SHOP

Overview Fund Activity

1,150 hedge funds and large institutions have $82.9B invested in Shopify in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 488 increasing their positions, 344 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
+27
Holders Change %
+2.4%
% of All Funds
20.25%
Holding in Top 10
69
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8%
% of All Funds
1.22%
New
159
Increased
488
Reduced
344
Closed
118
Calls
$4.93B
Puts
$7.95B
Net Calls
-$3.02B
Net Calls Change
-$2.1B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.3B
2
AIM
ARK Investment Management
Florida
+$656M
3
Sands Capital Management
Sands Capital Management
Virginia
+$434M
4
Jennison Associates
Jennison Associates
New York
+$400M
5
Millennium Management
Millennium Management
New York
+$382M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.05B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$477M
3
Capital World Investors
Capital World Investors
California
-$437M
4
Fidelity International
Fidelity International
Bermuda
-$411M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$405M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRA
751
Round Rock Advisors
Connecticut
$480K – – –
IA
752
IFP Advisors
Florida
$479K -$4.37K -40 -0.9%
TCM
753
Traynor Capital Management
Pennsylvania
$472K +$3.32K +30 +0.7%
GT
754
Glenview Trust
Kentucky
$471K +$55.4K +500 +13%
EP
755
Eudaimonia Partners
Tennessee
$469K -$136K -1,230 -22%
OA
756
Oxbow Advisors
Texas
$466K +$167K +1,510 +56%
AMM
757
American Money Management
California
$464K -$8.86K -80 -2%
DY
758
Dowling & Yahnke
California
$464K -$1.11K -10 -0.2%
IWM
759
IHT Wealth Management
Illinois
$460K +$2.21K +20 +0.5%
AWS
760
AJ Wealth Strategies
New York
$460K +$113K +1,020 +32%
FAM
761
Fulcrum Asset Management
United Kingdom
$459K -$769K – –
XT
762
XTX Topco
Cayman Islands
$459K +$459K +4,150 New
EWM
763
Evercore Wealth Management
New York
$458K +$221K +2,000 +93%
BWP
764
Baldwin Wealth Partners
Massachusetts
$457K -$1.11K -10 -0.2%
BFS
765
Baskin Financial Services
Ontario, Canada
$456K +$67.4K +610 +17%
WWA
766
WC Walker & Associates
California
$452K – – –
UCMOK
767
United Capital Management of KS
Kansas
$451K +$87.5K +790 +24%
SWA
768
SFMG Wealth Advisors
Texas
$450K +$45.3K +410 +11%
BO
769
BRR OpCo
Ohio
$449K -$13.3K -120 -3%
WWM
770
Western Wealth Management
Colorado
$447K +$187K +1,690 +72%
CWM
771
Circle Wealth Management
New Jersey
$444K +$25.5K +230 +6%
CCM
772
CAAS Capital Management
New York
$443K +$443K +4,000 New
BGDI
773
BW Gestao de Investimentos
Brazil
$443K +$443K +4,000 New
OIM
774
Oder Investment Management
California
$440K -$16.6K -150 -4%
SWA
775
Stratos Wealth Advisors
Ohio
$437K +$24.3K +220 +6%
29 30
31
32 33