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Shopify
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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 %
SCA
826
Stonebridge Capital Advisors
Minnesota
$88.7K – – –
MA
827
MCF Advisors
Kentucky
$88.2K – – –
RA
828
Rise Advisors
New York
$87K -$1.44K -30 -2%
TIM
829
Tortoise Investment Management
New York
$86.4K – – –
AWM
830
Abound Wealth Management
Tennessee
$86.3K – – –
LWCFA
831
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84.1K -$69K -1,440 -45%
EWM
832
Evermay Wealth Management
Virginia
$81.5K +$43.1K +900 +113%
PAI
833
Pittenger & Anderson Inc
Nebraska
$78.1K +$2.4K +50 +3%
NL
834
NVWM LLC
Pennsylvania
$77.7K – – –
Bank Julius Baer & Co
835
Bank Julius Baer & Co
Switzerland
$77K +$69.3K +1,439 +899%
SIMG
836
Stephens Investment Management Group
Texas
$76.1K – – –
TWA
837
TCI Wealth Advisors
Arizona
$74.8K +$12.8K +266 +21%
KFS
838
Kelly Financial Services
Massachusetts
$72.2K -$3.16K -66 -4%
BC
839
Bartlett & Co
Ohio
$72K – – –
BCWM
840
Bartlett & Co Wealth Management
Ohio
$71.9K – – –
CA
841
Crewe Advisors
Utah
$70K -$7.24K -151 -9%
TFP
842
Tilia Fiduciary Partners
North Carolina
$67.6K -$2.88K -60 -4%
BONH
843
Bank of New Hampshire
New Hampshire
$62.3K – – –
TFA
844
Toth Financial Advisory
Virginia
$61.4K +$4.79K +100 +8%
WTC
845
WhitTier Trust Company
Nevada
$60K -$36K -752 -38%
OCM
846
Orion Capital Management
California
$58.5K – – –
CFG
847
CKW Financial Group
Hawaii
$58K – – –
CWM
848
CarsonAllaria Wealth Management
Illinois
$57.5K – – –
HWA
849
HHM Wealth Advisors
Tennessee
$55.6K – – –
TC
850
Truvestments Capital
Florida
$55.6K -$45.9K -957 -45%
32 33
34
35 36