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Shopify

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
Name Holding Trade Value Shares
Change
Shares
Change %
VC
776
Vicus Capital
Pennsylvania
$435K
BG
777
Bollard Group
Massachusetts
$434K
GWSG
778
GPS Wealth Strategies Group
Colorado
$434K +$100K +910 +30%
LNWWM
779
Laird Norton Wetherby Wealth Management
California
$430K +$266K +2,400 +162%
GPA
780
Garrison Point Advisors
California
$428K
WAG
781
Winthrop Advisory Group
Massachusetts
$428K +$4.42K +40 +1%
DWT
782
Dorsey & Whitney Trust
South Dakota
$427K +$11.1K +100 +3%
CFO
783
Collective Family Office
Pennsylvania
$425K +$226K +2,040 +113%
RDWM
784
Red Door Wealth Management
Tennessee
$424K
JWM
785
JGP Wealth Management
Oregon
$420K +$19.9K +180 +5%
FANJ
786
Financial Architects (New Jersey)
New Jersey
$417K -$27.7K -250 -6%
OPWM
787
Oakwell Private Wealth Management
Texas
$417K +$12.2K +110 +3%
UR
788
USCA RIA
Texas
$417K +$17.7K +160 +4%
FHC
789
First Heartland Consultants
Missouri
$416K +$6.64K +60 +2%
DT
790
Diversified Trust
Tennessee
$415K +$43.2K +390 +12%
JIC
791
Johnson Investment Counsel
Ohio
$415K +$53.1K +480 +15%
GT
792
Greenleaf Trust
Michigan
$415K +$415K +3,750 New
BFA
793
Benedict Financial Advisors
Georgia
$413K
PCIA
794
Prime Capital Investment Advisors
Kansas
$412K +$220K +1,990 +115%
MA
795
MONECO Advisors
Connecticut
$407K +$4.42K +40 +1%
DWM
796
Dorchester Wealth Management
Quebec, Canada
$404K +$3.31K +30 +0.8%
VFA
797
Valeo Financial Advisors
Indiana
$404K +$60.9K +550 +18%
PI
798
PFS Investments
Georgia
$403K +$403K +3,640 New
FFG
799
Frisch Financial Group
New York
$402K +$38.8K +350 +11%
FFA
800
Founders Financial Alliance
North Carolina
$401K -$86.2K -800 -18%