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Shopify
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Overview Fund Activity

959 hedge funds and large institutions have $22.2B invested in Shopify in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 408 increasing their positions, 314 reducing their positions, and 289 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
-183
Holders Change %
-16.02%
% of All Funds
16.22%
Holding in Top 10
30
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-40%
% of All Funds
0.51%
New
122
Increased
408
Reduced
314
Closed
289
Calls
$9.53B
Puts
$2.72B
Net Calls
+$6.81B
Net Calls Change
-$338M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$439M
2
Morgan Stanley
Morgan Stanley
New York
+$268M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$240M
4
GIM
Generation Investment Management
United Kingdom
+$208M
5
SIM
SRS Investment Management
New York
+$167M

Top Sellers

1
AIM
ARK Investment Management
Florida
-$2.93B
2
Jennison Associates
Jennison Associates
New York
-$777M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$426M
4
Artisan Partners
Artisan Partners
Wisconsin
-$337M
5
LPC
Lone Pine Capital
Connecticut
-$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
776
Pittenger & Anderson Inc
Nebraska
$49K -$3.1K -100 -6%
TC
777
Truvestments Capital
Florida
$49K +$49K +1,570 New
UB
778
UMB Bank
Missouri
$48K -$21K -670 -30%
SWM
779
Selective Wealth Management
Virginia
$48K +$1.55K +50 +3%
JWA
780
JFS Wealth Advisors
Pennsylvania
$48K +$6.5K +210 +16%
PTC
781
Private Trust Company
Ohio
$48K +$48K +1,550 New
KFS
782
Kelly Financial Services
Massachusetts
$47.2K +$13.1K +420 +39%
BC
783
Bartlett & Co
Ohio
$47K – – –
CCM
784
Cribstone Capital Management
Maine
$47K – – –
SN
785
Sittner & Nelson
Oregon
$47K +$20.7K +670 +79%
BCWM
786
Bartlett & Co Wealth Management
Ohio
$46.9K – – –
QPBE
787
Quintet Private Bank (Europe)
Luxembourg
$44.4K +$44.4K +685 New
FBC
788
Fairfield, Bush & Co
Connecticut
$44K +$44K +1,400 New
HWA
789
Heritage Wealth Advisors
Virginia
$44K +$44K +1,410 New
KTC
790
Kistler-Tiffany Companies
Pennsylvania
$42K -$6.53K -210 -13%
TFA
791
Toth Financial Advisory
Virginia
$42K – – –
OCM
792
Orion Capital Management
California
$42K – – –
CA
793
Crewe Advisors
Utah
$42K +$13.5K +430 +47%
CFG
794
CKW Financial Group
Hawaii
$38K +$311 +10 +0.8%
CWM
795
CarsonAllaria Wealth Management
Illinois
$37K – – –
BTI
796
Blue Trust Inc
Georgia
$37K +$37K +54 New
TCOV
797
Trust Company of Vermont
Vermont
$37K +$37K +100 New
TFM
798
TFC Financial Management
Massachusetts
$36K -$7.76K -250 -18%
OLVIG
799
Oliver Lagore Vanvalin Investment Group
Michigan
$36K -$5.32K -170 -13%
1IA
800
1834 Investment Advisors
Wisconsin
$36K +$11K +350 +44%
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32
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