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Shopify

972 hedge funds and large institutions have $27.1B invested in Shopify in 2022 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 274 increasing their positions, 357 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 96

41% more capital invested

Capital invested by funds: $19.2B → $27.1B (+$7.86B)

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

12% more call options, than puts

Call options by funds: $1.93B | Put options by funds: $1.72B

10% more funds holding

Funds holding: 883972 (+89)

3.63% more ownership

Funds ownership: 61.04%64.67% (+3.6%)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 357

Holders
972
Holders Change
+89
Holders Change %
+10.08%
% of All Funds
15.62%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.53%
New
202
Increased
274
Reduced
357
Closed
96
Calls
$1.93B
Puts
$1.72B
Net Calls
+$213M
Net Calls Change
-$4.92B
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
826
Bourgeon Capital Management
Connecticut
$26K
JIR
827
James Investment Research
Ohio
$26K +$25.7K +753 New
BEI
828
Benjamin Edwards Inc
Missouri
$25K +$3K +88 +14%
MPWT
829
MassMutual Private Wealth & Trust
Connecticut
$25K +$5.26K +154 +28%
PCIG
830
Partners Capital Investment Group
Massachusetts
$24.3K -$3.95M -115,662 -99%
HNWAG
831
High Net Worth Advisory Group
Florida
$24.3K
GGI
832
Godsey & Gibb Inc
Virginia
$24.3K +$23.9K +700 New
Jones Financial Companies
833
Jones Financial Companies
Missouri
$24K -$11.6K -340 -33%
CT
834
Cambridge Trust
Massachusetts
$23K -$10.2K -300 -30%
OLVIG
835
Oliver Lagore Vanvalin Investment Group
Michigan
$22.6K
JFGIW
836
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.2K
WTA
837
Washington Trust Advisors
Massachusetts
$21.1K -$34.5K -1,009 -62%
SN
838
Sittner & Nelson
Oregon
$20.8K
CWP
839
Concord Wealth Partners
Virginia
$20.8K +$20.5K +600 New
GA
840
GoalVest Advisory
New York
$20.1K
NSB
841
Norway Savings Bank
Maine
$19.1K
BWM
842
Baystate Wealth Management
Massachusetts
$19K +$10.2K +300 +125%
RBC
843
Romano Brothers & Co
Illinois
$18.6K +$18.3K +537 New
BWA
844
BDO Wealth Advisors
Florida
$18K
RCM
845
Raleigh Capital Management
North Carolina
$18K
MFA
846
McClarren Financial Advisors
Pennsylvania
$18K
CHA
847
Carmichael Hill & Associates
Maryland
$17.8K -$10.2K -300 -37%
TFS
848
TrustCore Financial Services
Tennessee
$17.7K -$1.71K -50 -9%
AFS
849
Annapolis Financial Services
Maryland
$17.5K +$3.42K +100 +25%
SAM
850
S.A. Mason
Michigan
$17.4K

SHOP Hedge Fund Activity: Q4 2022 in Review

972 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q4 2022, worth a combined $27.1B — up 41% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new SHOP positions and 96 closed out — a net gain of 106 holders — while 274 added to existing stakes and 357 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $341M. The largest seller was SRS Investment Management, cutting an estimated $358M.

  • 972 institutional investors held Shopify (SHOP) as of Q4 2022, up from 883 in Q3 2022.
  • Funds reported $27.1B of Shopify stock for Q4 2022, up 41% quarter-over-quarter.
  • 202 funds opened new Shopify positions in Q4 2022 and 96 closed out, a net change of +106 holders.
  • The largest Shopify buyer in Q4 2022 was Capital Research Global Investors, an estimated $341M added.
  • The largest Shopify seller in Q4 2022 was SRS Investment Management, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2022.