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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 %
CCA
776
Conservest Capital Advisors
Pennsylvania
$212K +$212K +4,420 New
CA
777
Clearstead Advisors
Ohio
$211K -$85.7K -1,787 -29%
WKSWA
778
White Knight Strategic Wealth Advisors
New Jersey
$210K +$210K +4,380 New
FFM
779
Forum Financial Management
Illinois
$209K -$102K -2,118 -33%
GT
780
Greenleaf Trust
Michigan
$209K +$209K +4,351 New
WAP
781
Wealthcare Advisory Partners
Pennsylvania
$208K +$208K +4,344 New
FCM
782
Fortis Capital Management
Washington
$208K +$208K +4,338 New
LA
783
LVW Advisors
New York
$208K +$208K +4,330 New
HWM
784
HB Wealth Management
Georgia
$207K +$207K +4,314 New
KLCM
785
KG&L Capital Management
Louisiana
$207K +$207K +4,310 New
LWM
786
Laidlaw Wealth Management
New York
$205K +$205K +4,281 New
IAP
787
Indie Asset Partners
Indiana
$204K +$204K +4,260 New
NFG
788
Nations Financial Group
Iowa
$203K +$203K +4,240 New
BC
789
Bridgefront Capital
Texas
$202K +$202K +4,215 New
AWAU
790
Alliance Wealth Advisors (Utah)
Utah
$201K +$201K +4,190 New
GPA
791
Garrison Point Advisors
California
$200K +$200K +4,180 New
PPWM
792
PFG Private Wealth Management
Florida
$196K +$196K +4,085 New
AF
793
Advisornet Financial
Minnesota
$195K -$7.67K -160 -4%
SIM
794
SRS Investment Management
New York
$195K – – –
Acadian Asset Management
795
Acadian Asset Management
Massachusetts
$193K -$134K -2,798 -41%
UB
796
UMB Bank
Missouri
$180K -$23.7K -495 -12%
OIA
797
Optimum Investment Advisors
Illinois
$178K -$12.7K -265 -7%
AAP
798
Arax Advisory Partners
Colorado
$177K -$27.6K -575 -13%
FWM
799
Focused Wealth Management
New York
$174K +$66.2K +1,380 +61%
RI
800
Ridgewood Investments
New Jersey
$174K +$174K +3,625 New
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