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Shopify
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Overview Fund Activity

1,016 hedge funds and large institutions have $36.8B invested in Shopify in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 355 increasing their positions, 332 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,016
Holders Change
+52
Holders Change %
+5.39%
% of All Funds
16.26%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
167
Increased
355
Reduced
332
Closed
97
Calls
$1.68B
Puts
$1.82B
Net Calls
-$140M
Net Calls Change
-$353M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$624M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$253M
3
Capital International Investors
Capital International Investors
California
+$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$227M
5
Fidelity International
Fidelity International
Bermuda
+$221M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$188M
2
Holocene Advisors
Holocene Advisors
New York
-$174M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$173M
4
HCM
HMI Capital Management
California
-$169M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
751
Whittier Trust
California
$228K +$41K +855 +22%
CWM
752
Compass Wealth Management
Connecticut
$227K +$20.1K +420 +10%
EFS
753
Essex Financial Services
Connecticut
$227K +$227K +4,740 New
JWCA
754
J.W. Cole Advisors
Florida
$226K +$226K +4,723 New
SAM
755
Silvercrest Asset Management
New York
$226K +$226K +4,709 New
ACM
756
Ashford Capital Management
Delaware
$225K +$225K +4,700 New
CWM
757
Circle Wealth Management
New Jersey
$225K +$225K +4,690 New
GSIAS
758
Garden State Investment Advisory Services
New Jersey
$225K +$225K +4,689 New
WAM
759
Worth Asset Management
Texas
$224K +$73.1K +1,525 +49%
AIM
760
Anchor Investment Management
South Carolina
$223K – – –
EWM
761
Evercore Wealth Management
New York
$223K +$223K +4,651 New
OWP
762
Obermeyer Wealth Partners
Colorado
$223K +$223K +4,650 New
CMI
763
Clare Market Investments
Texas
$222K +$222K +4,640 New
BCA
764
Bay Colony Advisors
Massachusetts
$222K +$222K +4,773 New
SSB
765
Sandy Spring Bank
Maryland
$222K – – –
FC
766
Forte Capital
New York
$221K +$221K +4,604 New
CWA
767
Clarity Wealth Advisors
California
$220K +$220K +4,595 New
Mitsubishi UFJ Asset Management
768
Mitsubishi UFJ Asset Management
Japan
$219K +$15.5K +324 +8%
BZWA
769
Blue Zone Wealth Advisors
California
$218K +$218K +4,550 New
WAG
770
Winthrop Advisory Group
Massachusetts
$218K +$218K +4,540 New
HIMC
771
Heritage Investors Management Corp
Maryland
$216K +$216K +4,500 New
AMM
772
American Money Management
California
$215K +$215K +4,480 New
CCFM
773
Clear Creek Financial Management
Washington
$215K +$215K +4,478 New
CNWM
774
Clay Northam Wealth Management
California
$213K +$213K +4,450 New
VT
775
Vise Technologies
New York
$212K +$212K +4,422 New
29 30
31
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