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Shopify
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Overview Fund Activity

1,342 hedge funds and large institutions have $107B invested in Shopify in 2021 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 520 increasing their positions, 374 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
+121
Holders Change %
+9.91%
% of All Funds
20.73%
Holding in Top 10
85
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.66%
% of All Funds
1.31%
New
240
Increased
520
Reduced
374
Closed
101
Calls
$14.5B
Puts
$11.3B
Net Calls
+$3.23B
Net Calls Change
+$3.8B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$941M
2
UBS AM
UBS AM
Illinois
+$823M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$300M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$254M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$249M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$392M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$373M
3
AIM
ARK Investment Management
Florida
-$286M
4
SG Americas Securities
SG Americas Securities
New York
-$214M
5
Morgan Stanley
Morgan Stanley
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHGA
801
Sand Hill Global Advisors
California
$579K – – –
OA
802
Oxbow Advisors
Texas
$579K – – –
FNBT
803
FineMark National Bank & Trust
Florida
$577K -$102K -740 -15%
RWB
804
RMR Wealth Builders
New Jersey
$576K -$62K -450 -10%
NFG
805
Next Financial Group
Texas
$574K +$187K +1,360 +48%
BWP
806
Baldwin Wealth Partners
Massachusetts
$572K +$2.76K +20 +0.5%
EWM
807
Evercore Wealth Management
New York
$570K – – –
CW
808
CreativeOne Wealth
Kansas
$569K +$15.2K +110 +3%
AW
809
ACG Wealth
Georgia
$559K -$135K -980 -19%
ECM
810
Evergreen Capital Management
Washington
$559K +$26.2K +190 +5%
GCA
811
Guardian Capital Advisors
Ontario, Canada
$555K -$121K -1,050 -18%
RRA
812
Round Rock Advisors
Connecticut
$555K -$42.7K -310 -7%
GWM
813
Geneos Wealth Management
Colorado
$552K -$223K -1,620 -29%
QCG
814
Quadrant Capital Group
Ohio
$552K -$2.75K -20 -0.5%
AAP
815
Arax Advisory Partners
Colorado
$552K – – –
TRCT
816
Tower Research Capital (TRC)
New York
$551K +$508K +3,690 +1,190%
MCC
817
Money Concepts Capital
Florida
$550K +$550K +3,990 New
GIM
818
Grassi Investment Management
California
$548K – – –
BO
819
BRR OpCo
Ohio
$544K -$1.38K -10 -0.3%
RIG
820
Roosevelt Investment Group
New York
$541K -$218K -1,580 -29%
MCP
821
Mirador Capital Partners
California
$541K +$19.3K +140 +4%
PWM
822
Perigon Wealth Management
California
$541K +$186K +1,350 +52%
BG
823
Bollard Group
Massachusetts
$540K – – –
BFA
824
Benedict Financial Advisors
Georgia
$537K – – –
RA
825
RFG Advisory
Alabama
$532K -$74.4K -540 -12%
31 32
33
34 35