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Shopify
SHOP

Overview Fund Activity

964 hedge funds and large institutions have $27B invested in Shopify in 2022 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 273 increasing their positions, 353 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
+86
Holders Change %
+9.79%
% of All Funds
15.55%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.53%
New
199
Increased
273
Reduced
353
Closed
96
Calls
$1.93B
Puts
$1.72B
Net Calls
+$213M
Net Calls Change
-$4.92B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$347M
2
Barclays
Barclays
United Kingdom
+$309M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$275M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$245M
5
Marshall Wace
Marshall Wace
United Kingdom
+$242M

Top Sellers

1
SIM
SRS Investment Management
New York
-$364M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$260M
3
Morgan Stanley
Morgan Stanley
New York
-$186M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$105M
5
GIM
Generation Investment Management
United Kingdom
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
801
CoreCap Advisors
Michigan
$35.8K +$35.8K +1,032 New
AWM
802
Accel Wealth Management
Iowa
$35.1K -$3.47K -100 -9%
FMTCOCP
803
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K – – –
AW
804
Avion Wealth
Texas
$35K – – –
NSIM
805
North Star Investment Management
Illinois
$34.7K -$694 -20 -2%
MRCM
806
M&R Capital Management
New Jersey
$34.7K – – –
NIC
807
Northwest Investment Counselors
Oregon
$31.9K – – –
CFO
808
CVA Family Office
Colorado
$30.9K – – –
RFG
809
RFP Financial Group
Georgia
$30.7K +$30.7K +886 New
HWP
810
Highline Wealth Partners
California
$29.5K – – –
JWA
811
JFS Wealth Advisors
Pennsylvania
$29.4K -$16.8K -484 -36%
PMFA
812
Plante Moran Financial Advisors
Michigan
$28.1K +$9.72K +280 +53%
EWM
813
Evermay Wealth Management
Virginia
$27.8K +$27.8K +800 New
TCA
814
Trifecta Capital Advisors
Illinois
$27.8K +$27.8K +800 New
GI
815
Gradient Investments
Minnesota
$26.4K -$2.08K -60 -7%
DF
816
DecisionPoint Financial
Arizona
$26K +$26K +750 New
WWM
817
Wolff Wiese Magana
California
$26K -$15.3K -440 -37%
BCM
818
Bourgeon Capital Management
Connecticut
$26K – – –
JIR
819
James Investment Research
Ohio
$26K +$26K +753 New
BEI
820
Benjamin Edwards Inc
Missouri
$25K +$3.09K +88 +14%
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$25K +$5.44K +154 +28%
PCIG
822
Partners Capital Investment Group
Massachusetts
$24.3K -$4.01M -115,662 -99%
HNWAG
823
High Net Worth Advisory Group
Florida
$24.3K – – –
GGI
824
Godsey & Gibb Inc
Virginia
$24.3K +$24.3K +700 New
Jones Financial Companies
825
Jones Financial Companies
Missouri
$24K -$11.7K -340 -33%
31 32
33
34 35