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Shopify
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Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$659M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$632M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$307M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$257M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$228M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$909M
2
Sands Capital Management
Sands Capital Management
Virginia
-$471M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$360M
4
AIM
ARK Investment Management
Florida
-$330M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
751
LVW Advisors
New York
$320K +$40.2K +623 +14%
AMM
752
American Money Management
California
$319K +$29.7K +460 +10%
WP
753
Westmount Partners
California
$319K -$6.46K -100 -2%
FCB
754
First Command Bank
Texas
$318K – – –
FCFS
755
First Command Financial Services
Texas
$318K – – –
CA
756
Clearstead Advisors
Ohio
$317K +$33.6K +520 +12%
SPIO
757
Seven Post Investment Office
California
$317K – – –
IFWM
758
Institute for Wealth Management
Colorado
$316K -$71.8K -1,111 -18%
CA
759
Claro Advisors
Massachusetts
$316K -$112K -1,730 -26%
SBH
760
Segall Bryant & Hamill
Illinois
$314K +$5.17K +80 +2%
JWM
761
JGP Wealth Management
Oregon
$314K -$2.71K -42 -0.9%
NB
762
Nicolet Bankshares
Wisconsin
$313K -$103K -1,602 -25%
WAM
763
Worth Asset Management
Texas
$312K +$10.9K +169 +4%
WA
764
Wealth Alliance
New York
$312K +$312K +4,829 New
CWA
765
Canvas Wealth Advisors
Kansas
$312K -$306K -4,625 -50%
NW
766
NewEdge Wealth
Pennsylvania
$311K -$132K -2,047 -30%
PA
767
PFG Advisors
Arizona
$311K – – –
CCFM
768
Clear Creek Financial Management
Washington
$311K +$21.3K +330 +7%
MIM
769
Montgomery Investment Management
Maryland
$310K – – –
CWM
770
Circle Wealth Management
New Jersey
$309K +$5.69K +88 +2%
HAS
771
HBW Advisory Services
California
$308K -$99.7K -1,545 -24%
EFS
772
Essex Financial Services
Connecticut
$307K +$1.16K +18 +0.4%
CWA
773
Clarity Wealth Advisors
California
$307K +$9.69K +150 +3%
CWM
774
Compass Wealth Management
Connecticut
$306K – – –
CFGS
775
Concourse Financial Group Securities
Alabama
$304K -$40.3K -624 -12%
29 30
31
32 33