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Overview Fund Activity

1,067 hedge funds and large institutions have $42.6B invested in Shopify in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 388 increasing their positions, 376 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
-48
Holders Change %
-4.3%
% of All Funds
17.01%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.53%
New
96
Increased
388
Reduced
376
Closed
135
Calls
$1.95B
Puts
$1.97B
Net Calls
-$13.2M
Net Calls Change
+$397M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.59B
2
Coatue Management
2
Coatue Management
New York
$306M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$596M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.97B
5
BlackRock
5
BlackRock
New York
$364M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$281M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.34B
3
Morgan Stanley
3
Morgan Stanley
New York
$3.25B
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$3.42B
5
SM
5
SCGE Management
California
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
826
Cornerstone Wealth Group
North Carolina
$222K – – –
WT
827
Whittier Trust
California
$220K +$1.91K +35 +0.9%
LA
828
LVW Advisors
New York
$220K -$50.3K -922 -19%
GSC
829
Grey Street Capital
Illinois
$220K -$546 -10 -0.2%
VHAM
830
Van Hulzen Asset Management
California
$217K +$11.5K +210 +6%
AAF
831
Andra AP-fonden
Sweden
$215K -$1.08M -14,600 -83%
SLG
832
Stanley-Laman Group
Pennsylvania
$214K – – –
WP
833
WealthSource Partners
California
$210K -$17.4K -319 -8%
AGA
834
Accuvest Global Advisors
Utah
$210K -$318K -5,836 -60%
HWAM
835
Hennion & Walsh Asset Management
New Jersey
$206K -$166K -3,049 -45%
NWMG
836
National Wealth Management Group
Ohio
$206K – – –
WAP
837
Wealthcare Advisory Partners
Pennsylvania
$206K -$12K -219 -5%
DA
838
Doliver Advisors
Texas
$205K -$9.82K -180 -5%
SIG
839
Sargent Investment Group
Maryland
$205K – – –
TA
840
Tectonic Advisors
Texas
$205K -$1.09K -20 -0.5%
BFA
841
Benedict Financial Advisors
Georgia
$204K – – –
VFPW
842
Vantage Financial Partners (Wisconsin)
Wisconsin
$203K +$203K +3,720 New
AR
843
Advisory Research
Illinois
$202K -$315K -5,766 -61%
AWM
844
Accurate Wealth Management
Florida
$202K -$28.7K -530 -12%
EWM
845
Evermay Wealth Management
Virginia
$202K – – –
SGA
846
Seaport Global Advisors
Massachusetts
$201K -$34.1K -624 -15%
APW
847
Acima Private Wealth
Virginia
$184K – – –
EWA
848
EverSource Wealth Advisors
Alabama
$179K -$12.4K -227 -6%
BBHC
849
Brown Brothers Harriman & Co
New York
$170K +$1.04K +19 +0.6%
ADL
850
Asset Dedication LLC
California
$167K -$5.48K -100 -3%
32 33
34
35 36