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Shopify
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Overview Fund Activity

1,201 hedge funds and large institutions have $67.2B invested in Shopify in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 364 increasing their positions, 414 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+133
Holders Change %
+12.45%
% of All Funds
17.61%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
0.59%
New
249
Increased
364
Reduced
414
Closed
105
Calls
$3.83B
Puts
$2.96B
Net Calls
+$868M
Net Calls Change
+$881M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.18B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.63B
3
Capital World Investors
3
Capital World Investors
California
$3.07B
4
GQG Partners
4
GQG Partners
Florida
$547M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$433M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.98B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.2B
3
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$380M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$40.1M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
826
SRS Investment Management
New York
$317K – – –
CWG
827
Cornerstone Wealth Group
North Carolina
$316K – – –
AC
828
Abbrea Capital
California
$316K -$78 -1 -0%
GSC
829
Grey Street Capital
Illinois
$314K – – –
CCA
830
Checchi Capital Advisers
California
$313K +$313K +4,016 New
GT
831
Glenmede Trust
Pennsylvania
$310K +$310K +3,981 New
SWM
832
Sculati Wealth Management
Michigan
$310K -$15.6K -200 -5%
IAP
833
Indie Asset Partners
Indiana
$310K -$14K -180 -4%
BAM
834
Belpointe Asset Management
Nevada
$309K +$309K +3,964 New
TGAM
835
TBH Global Asset Management
Tennessee
$308K +$308K +3,949 New
CWA
836
Canvas Wealth Advisors
Kansas
$308K -$61.1K -750 -17%
CW
837
CreativeOne Wealth
Kansas
$307K +$307K +3,936 New
GWANC
838
Guardian Wealth Advisors (North Carolina)
North Carolina
$307K -$39.7K -510 -11%
BCG
839
Breakwater Capital Group
New Jersey
$306K +$306K +3,811 New
PG
840
Prostatis Group
Maryland
$303K +$303K +3,890 New
RRA
841
Round Rock Advisors
Connecticut
$302K +$302K +3,880 New
TSWM
842
Tyler-Stone Wealth Management
Ohio
$301K +$62.3K +800 +26%
VHAM
843
Van Hulzen Asset Management
California
$300K -$10.1K -130 -3%
AGA
844
Accuvest Global Advisors
Utah
$300K – – –
SIG
845
Sargent Investment Group
Maryland
$293K – – –
TWP
846
Tyche Wealth Partners
Texas
$293K +$293K +3,760 New
TA
847
Tectonic Advisors
Texas
$293K – – –
WT
848
Whittier Trust
California
$293K -$21.8K -280 -7%
BFA
849
Benedict Financial Advisors
Georgia
$291K – – –
FA
850
Fountainhead AM
New Jersey
$290K +$290K +3,720 New
32 33
34
35 36