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Shopify
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Overview Fund Activity

1,142 hedge funds and large institutions have $51.9B invested in Shopify in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 501 increasing their positions, 361 reducing their positions, and 339 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,142
Holders Change
-200
Holders Change %
-14.9%
% of All Funds
18.07%
Holding in Top 10
50
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-41.18%
% of All Funds
0.79%
New
152
Increased
501
Reduced
361
Closed
339
Calls
$14.5B
Puts
$7.36B
Net Calls
+$7.15B
Net Calls Change
+$3.92B

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$837M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$613M
3
Sands Capital Management
Sands Capital Management
Virginia
+$490M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$391M
5
Capital International Investors
Capital International Investors
California
+$380M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.39B
2
Jennison Associates
Jennison Associates
New York
-$1.23B
3
Capital World Investors
Capital World Investors
California
-$947M
4
ECU
Egerton Capital (UK)
United Kingdom
-$577M
5
UBS AM
UBS AM
Illinois
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
751
Aptus Capital Advisors
Alabama
$346K +$3.38K +50 +1%
ICP
752
Interchange Capital Partners
Pennsylvania
$345K +$23K +340 +7%
ZIM
753
Zacks Investment Management
Illinois
$344K -$22.9K -340 -6%
WWM
754
Western Wealth Management
Colorado
$344K +$116K +1,720 +51%
CWM
755
Cornerstone Wealth Management
Missouri
$343K -$40.5K -600 -11%
AG
756
Algert Global
California
$343K +$343K +5,070 New
ECM
757
Evergreen Capital Management
Washington
$341K +$66.3K +980 +24%
HFP
758
Holistic Financial Partners
Indiana
$341K +$81.2K +1,200 +31%
RWB
759
RMR Wealth Builders
New Jersey
$339K +$56.2K +830 +20%
RCA
760
Roberts Capital Advisors
Colorado
$339K +$339K +5,010 New
BWM
761
Buckley Wealth Management
Nevada
$338K – – –
SC
762
Soundwatch Capital
Connecticut
$338K – – –
CP
763
Cumberland Partners
Ontario, Canada
$338K +$338K +5,000 New
ACM
764
Advisors Capital Management
New Jersey
$337K -$60.9K -900 -15%
OGC
765
Oak Grove Capital
New Hampshire
$333K +$169K +2,500 +103%
SPIO
766
Seven Post Investment Office
California
$331K – – –
CAG
767
Csenge Advisory Group
Florida
$330K +$163K +2,410 +97%
WC
768
Woodstock Corp
Massachusetts
$329K – – –
RFN
769
Redwood Financial Network
Ohio
$328K +$328K +4,850 New
LWM
770
Laidlaw Wealth Management
New York
$326K -$35.8K -530 -10%
MIM
771
Montgomery Investment Management
Maryland
$324K – – –
WJA
772
Willis Johnson & Associates
Texas
$323K +$22.3K +330 +7%
AWM
773
Avior Wealth Management
Nebraska
$322K +$186K +2,760 +137%
PWM
774
Perigon Wealth Management
California
$320K +$54.7K +810 +21%
AFP
775
Ausdal Financial Partners
Iowa
$320K +$114K +1,690 +55%
29 30
31
32 33