SHOP icon

Shopify
SHOP

Overview Fund Activity

1,342 hedge funds and large institutions have $107B invested in Shopify in 2021 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 520 increasing their positions, 374 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
+121
Holders Change %
+9.91%
% of All Funds
20.73%
Holding in Top 10
85
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.66%
% of All Funds
1.31%
New
240
Increased
520
Reduced
374
Closed
101
Calls
$14.5B
Puts
$11.3B
Net Calls
+$3.23B
Net Calls Change
+$3.8B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$941M
2
UBS AM
UBS AM
Illinois
+$823M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$300M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$254M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$249M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$392M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$373M
3
AIM
ARK Investment Management
Florida
-$286M
4
SG Americas Securities
SG Americas Securities
New York
-$214M
5
Morgan Stanley
Morgan Stanley
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
751
Aptus Capital Advisors
Alabama
$698K -$5.51K -40 -0.8%
CWM
752
Circle Wealth Management
New Jersey
$697K +$9.64K +70 +1%
WANY
753
Wealthspire Advisors (New York)
New York
$696K -$179K -1,300 -20%
CFO
754
Collective Family Office
Pennsylvania
$694K +$140K +1,020 +25%
AGA
755
Accuvest Global Advisors
Utah
$689K -$2.84M -20,610 -80%
BGDI
756
BW Gestao de Investimentos
Brazil
$689K -$689K -5,000 -50%
BWM
757
Buckley Wealth Management
Nevada
$689K – – –
CCM
758
Campbell Capital Management
Florida
$689K +$689K +5,000 New
SC
759
Soundwatch Capital
Connecticut
$689K +$689K +5,000 New
ASC
760
Atalanta Sosnoff Capital
New York
$686K – – –
ARIS
761
Advanced Research Investment Solutions
California
$683K +$231K +1,680 +51%
TIAM2
762
Tru Independence Asset Management 2
Oregon
$680K -$70.2K -510 -9%
FCFS
763
First Command Financial Services
Texas
$678K – – –
SPIO
764
Seven Post Investment Office
California
$675K – – –
PIA
765
Perennial Investment Advisors
California
$670K +$16.6K +120 +3%
WC
766
Woodstock Corp
Massachusetts
$669K – – –
FCB
767
First Command Bank
Texas
$667K – – –
MIM
768
Montgomery Investment Management
Maryland
$661K – – –
TCM
769
Triumph Capital Management
Colorado
$660K +$40K +290 +6%
RI
770
Redwood Investments
Massachusetts
$658K +$1.38K +10 +0.2%
ICP
771
Interchange Capital Partners
Pennsylvania
$657K +$97.8K +710 +17%
SAS
772
Sanford Advisory Services
Michigan
$653K – – –
USCWA
773
U.S. Capital Wealth Advisors
Texas
$649K -$68.9K -500 -10%
IWM
774
IHT Wealth Management
Illinois
$646K +$12.4K +90 +2%
BSW
775
Buckingham Strategic Wealth
Missouri
$645K -$12.4K -90 -2%
29 30
31
32 33