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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 %
EWA
801
EverSource Wealth Advisors
Alabama
$170K +$1.63K +34 +1%
GWM
802
Geneos Wealth Management
Colorado
$168K -$25.9K -540 -13%
EDRH
803
Edmond de Rothschild Holding
Switzerland
$162K -$23.5K -490 -13%
MAM
804
Magellan Asset Management
Australia
$162K +$28.9K +602 +22%
APW
805
Acima Private Wealth
Virginia
$161K +$161K +3,368 New
SFFS
806
Stonehage Fleming Financial Services
Jersey
$152K +$115K +3,580 +306%
BBHC
807
Brown Brothers Harriman & Co
New York
$152K +$3.26K +68 +2%
CF
808
Centaurus Financial
California
$146K -$6.27K -131 -4%
NECFA
809
New England Capital Financial Advisors
Connecticut
$144K -$1.39K -29 -1%
CCM
810
Chilton Capital Management
Texas
$144K +$144K +3,010 New
HFM
811
Harvest Fund Management
China
$134K +$6.76K +141 +5%
GFPC
812
Global Financial Private Client
Florida
$129K – – –
HCM
813
Hollencrest Capital Management
California
$128K – – –
WP
814
WealthPLAN Partners
Nebraska
$124K +$124K +2,590 New
ECM
815
EMC Capital Management
Texas
$117K – – –
TWM
816
Tradition Wealth Management
Minnesota
$105K +$32.6K +682 +45%
PP
817
Pacifica Partners
Canada
$104K +$9.02K +200 +9%
PP
818
PFS Partners
New Jersey
$104K – – –
VWM
819
Valley Wealth Managers
New Jersey
$103K – – –
CTC
820
Central Trust Company
Missouri
$103K -$52.5K -1,096 -34%
ADL
821
Asset Dedication LLC
California
$100K -$4.83K -100 -5%
GG
822
Gleason Group
Kentucky
$95.9K – – –
TFGT
823
TS Financial Group (TSFG)
Illinois
$93K -$19.6K -410 -17%
PP
824
Peconic Partners
New York
$92.5K – – –
BCMLT
825
Beacon Capital Management LLC (Tennessee)
Tennessee
$89.3K – – –
31 32
33
34 35