SHOP icon

Shopify
SHOP

Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$659M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$632M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$307M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$257M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$228M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$909M
2
Sands Capital Management
Sands Capital Management
Virginia
-$471M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$360M
4
AIM
ARK Investment Management
Florida
-$330M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
826
Wealthcare Advisory Partners
Pennsylvania
$258K -$22.3K -345 -8%
TGAM
827
TBH Global Asset Management
Tennessee
$258K +$258K +3,989 New
Wealthfront Advisers
828
Wealthfront Advisers
California
$256K +$256K +3,966 New
DA
829
Doliver Advisors
Texas
$255K +$255K +3,945 New
AFP
830
Ausdal Financial Partners
Iowa
$254K -$91.5K -1,417 -26%
FCM
831
Fortis Capital Management
Washington
$254K -$26.3K -407 -9%
PFG
832
Prosperity Financial Group
California
$253K +$253K +3,920 New
NRD
833
Nebula Research & Development
New York
$253K +$253K +3,918 New
SLG
834
Stanley-Laman Group
Pennsylvania
$253K +$253K +3,913 New
RRA
835
Round Rock Advisors
Connecticut
$251K +$251K +3,880 New
NRG
836
Nemes Rush Group
Michigan
$248K +$248K +3,837 New
UB
837
UMB Bank
Missouri
$246K +$3.88K +60 +2%
PFWA
838
Paces Ferry Wealth Advisors
Georgia
$245K -$63.9K -989 -21%
EP
839
Eudaimonia Partners
Tennessee
$245K +$245K +3,794 New
TA
840
Tectonic Advisors
Texas
$244K +$244K +3,776 New
VHAM
841
Van Hulzen Asset Management
California
$243K +$243K +3,765 New
SIG
842
Sargent Investment Group
Maryland
$243K -$93.7K -1,450 -28%
FFA
843
First Foundation Advisors
California
$242K +$242K +3,745 New
BFA
844
Benedict Financial Advisors
Georgia
$241K +$241K +3,730 New
EWM
845
Evermay Wealth Management
Virginia
$239K +$129K +2,000 +118%
GIM
846
Grassi Investment Management
California
$238K +$238K +3,680 New
LFAS
847
Level Four Advisory Services
Texas
$238K -$72.4K -1,120 -23%
WANY
848
Wealthspire Advisors (New York)
New York
$234K +$234K +3,626 New
RI
849
Ridgewood Investments
New Jersey
$234K – – –
WBC
850
Westpac Banking Corp
Australia
$233K -$14.8M -228,413 -98%
32 33
34
35 36