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Shopify
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Overview Fund Activity

1,142 hedge funds and large institutions have $51.9B invested in Shopify in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 501 increasing their positions, 361 reducing their positions, and 339 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,142
Holders Change
-200
Holders Change %
-14.9%
% of All Funds
18.07%
Holding in Top 10
50
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-41.18%
% of All Funds
0.79%
New
152
Increased
501
Reduced
361
Closed
339
Calls
$14.5B
Puts
$7.36B
Net Calls
+$7.15B
Net Calls Change
+$3.92B

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$837M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$613M
3
Sands Capital Management
Sands Capital Management
Virginia
+$490M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$391M
5
Capital International Investors
Capital International Investors
California
+$380M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.39B
2
Jennison Associates
Jennison Associates
New York
-$1.23B
3
Capital World Investors
Capital World Investors
California
-$947M
4
ECU
Egerton Capital (UK)
United Kingdom
-$577M
5
UBS AM
UBS AM
Illinois
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
801
Dowling & Yahnke
California
$298K +$7.43K +110 +3%
FFM
802
Forum Financial Management
Illinois
$296K +$2.7K +40 +0.9%
HLOC
803
H.L. Ormond & Company
North Carolina
$296K +$97.5K +1,440 +49%
SFA
804
Sequoia Financial Advisors
Ohio
$295K +$139K +2,060 +90%
GRP
805
Global Retirement Partners
California
$295K +$295K +9,090 New
CA
806
Cullinan Associates
Kentucky
$292K -$114K -1,680 -28%
WJWM
807
Williams Jones Wealth Management
New York
$292K +$67.6K +1,000 +30%
RDWM
808
Red Door Wealth Management
Tennessee
$291K -$91.8K -1,360 -24%
MFW
809
Meristem Family Wealth
Minnesota
$291K +$37.2K +550 +15%
WAG
810
Winthrop Advisory Group
Massachusetts
$290K +$31.8K +470 +12%
OIA
811
Optimum Investment Advisors
Illinois
$289K +$162K +2,400 +128%
BC
812
Brookfield Corp
Ontario, Canada
$289K +$289K +4,270 New
WANY
813
Wealthspire Advisors (New York)
New York
$287K -$54K -800 -16%
CB
814
CNB Bank
Pennsylvania
$286K +$120K +1,770 +72%
FH
815
FWG Holdings
Florida
$285K +$66.3K +980 +30%
ACM
816
AlphaStar Capital Management
North Carolina
$285K +$76.3K +1,130 +37%
PFWA
817
Paces Ferry Wealth Advisors
Georgia
$284K +$284K +4,200 New
AC
818
ASB Consultores
Florida
$283K +$129K +1,910 +84%
EWM
819
Evercore Wealth Management
New York
$280K – – –
WP
820
WMS Partners
Maryland
$280K +$157K +2,320 +127%
BCA
821
Bay Colony Advisors
Massachusetts
$278K +$33.8K +500 +14%
RA
822
RFG Advisory
Alabama
$276K +$14.9K +220 +6%
CG
823
Colony Group
Massachusetts
$276K +$98.1K +1,450 +55%
SHGA
824
Sand Hill Global Advisors
California
$274K -$10.1K -150 -4%
CCA
825
Column Capital Advisors
Indiana
$274K +$62.1K +920 +29%
31 32
33
34 35