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Shopify
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Overview Fund Activity

1,067 hedge funds and large institutions have $42.6B invested in Shopify in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 388 increasing their positions, 376 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
-48
Holders Change %
-4.3%
% of All Funds
17.01%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.53%
New
96
Increased
388
Reduced
376
Closed
135
Calls
$1.95B
Puts
$1.97B
Net Calls
-$13.2M
Net Calls Change
+$397M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.59B
2
Coatue Management
2
Coatue Management
New York
$306M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$596M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.97B
5
BlackRock
5
BlackRock
New York
$364M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$281M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.34B
3
Morgan Stanley
3
Morgan Stanley
New York
$3.25B
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$3.42B
5
SM
5
SCGE Management
California
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
776
Bay Colony Advisors
Massachusetts
$257K +$7.37K +135 +3%
ACM
777
Ashford Capital Management
Delaware
$256K – – –
CWM
778
Compass Wealth Management
Connecticut
$256K -$2.73K -50 -1%
NFG
779
Nations Financial Group
Iowa
$256K +$16.3K +299 +7%
CA
780
Claro Advisors
Massachusetts
$254K -$13.4K -246 -5%
GAM
781
Gotham Asset Management
New York
$254K -$264K -4,841 -51%
AWAU
782
Alliance Wealth Advisors (Utah)
Utah
$252K +$10.3K +189 +4%
BF
783
BOK Financial
Oklahoma
$251K -$585K -12,398 -70%
GIM
784
Grassi Investment Management
California
$250K +$49.1K +900 +24%
GA
785
Gateway Advisory
New Jersey
$250K +$6.99K +128 +3%
CWM
786
Centurion Wealth Management
Virginia
$249K +$69.5K +1,274 +39%
HAS
787
HBW Advisory Services
California
$249K -$11.5K -210 -4%
FHA
788
First Horizon Advisors
Tennessee
$249K -$50.4K -923 -17%
CIAS
789
Capital Investment Advisory Services
North Carolina
$247K +$247K +4,521 New
HWM
790
HB Wealth Management
Georgia
$246K +$17.4K +318 +8%
HIMC
791
Heritage Investors Management Corp
Maryland
$246K – – –
CAG
792
Csenge Advisory Group
Florida
$246K +$11.1K +203 +5%
HIA
793
Harbor Investment Advisory
Maryland
$243K -$270K -4,954 -53%
SFFS
794
Stonehage Fleming Financial Services
Jersey
$243K – – –
GWANC
795
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K +$21.8K +400 +10%
GPA
796
Garrison Point Advisors
California
$242K +$5.46K +100 +2%
WAG
797
Winthrop Advisory Group
Massachusetts
$242K -$5.46K -100 -2%
CFGS
798
Concourse Financial Group Securities
Alabama
$242K -$15.4K -283 -6%
CCA
799
Conservest Capital Advisors
Pennsylvania
$241K – – –
FFM
800
Forum Financial Management
Illinois
$239K +$273 +5 +0.1%
30 31
32
33 34