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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 %
EPM
826
Equitec Proprietary Markets
Illinois
$270K +$270K +4,000 New
VCP
827
Verus Capital Partners
Arizona
$270K +$270K +5,590 New
GIM
828
Grassi Investment Management
California
$269K – – –
CMI
829
Clare Market Investments
Texas
$268K -$1.5M -22,140 -85%
BBHC
830
Brown Brothers Harriman & Co
New York
$268K -$67.7K -1,000 -20%
SAS
831
Sanford Advisory Services
Michigan
$267K -$53.4K -790 -17%
BO
832
BRR OpCo
Ohio
$267K – – –
EFS
833
Essex Financial Services
Connecticut
$267K +$68.9K +1,020 +35%
BG
834
Bollard Group
Massachusetts
$265K – – –
BFA
835
Benedict Financial Advisors
Georgia
$264K – – –
WAP
836
Wealthcare Advisory Partners
Pennsylvania
$264K +$57.4K +850 +28%
ATFA
837
All Terrain Financial Advisors
Minnesota
$264K +$136K +2,020 +107%
LFP
838
Leeward Financial Partners
Washington
$264K +$264K +3,910 New
SIC
839
Salem Investment Counselors
North Carolina
$263K -$343K -5,080 -57%
RRA
840
Round Rock Advisors
Connecticut
$262K -$10.1K -150 -4%
PA
841
Procyon Advisors
Connecticut
$262K +$84.4K +1,250 +48%
WKSWA
842
White Knight Strategic Wealth Advisors
New Jersey
$260K +$23K +340 +10%
BL
843
Balentine LLC
Georgia
$260K +$38.6K +570 +17%
AWM
844
Accurate Wealth Management
Florida
$260K +$47.9K +710 +23%
IP
845
Investment Partners
Ohio
$260K +$126K +1,860 +94%
VWM
846
Vigilare Wealth Management
Arizona
$258K -$488K -7,200 -65%
GT
847
Glenview Trust
Kentucky
$257K -$37.2K -550 -13%
SWA
848
SFMG Wealth Advisors
Texas
$257K +$26.4K +390 +11%
AS
849
Altshuler Shaham
Israel
$257K +$257K +3,800 New
CIA
850
Capital Investment Advisors
Georgia
$256K +$23.6K +350 +10%
32 33
34
35 36