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Shopify
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Overview Fund Activity

1,342 hedge funds and large institutions have $107B invested in Shopify in 2021 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 520 increasing their positions, 374 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
+121
Holders Change %
+9.91%
% of All Funds
20.73%
Holding in Top 10
85
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.66%
% of All Funds
1.31%
New
240
Increased
520
Reduced
374
Closed
101
Calls
$14.5B
Puts
$11.3B
Net Calls
+$3.23B
Net Calls Change
+$3.8B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$941M
2
UBS AM
UBS AM
Illinois
+$823M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$300M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$254M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$249M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$392M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$373M
3
AIM
ARK Investment Management
Florida
-$286M
4
SG Americas Securities
SG Americas Securities
New York
-$214M
5
Morgan Stanley
Morgan Stanley
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
851
Wolff Wiese Magana
California
$489K +$34.4K +250 +8%
VHAM
852
Van Hulzen Asset Management
California
$486K -$20.7K -150 -4%
QCM
853
Quest Capital Management
Texas
$485K -$64.8K -470 -12%
DCM
854
Donaldson Capital Management
Indiana
$484K – – –
WKSWA
855
White Knight Strategic Wealth Advisors
New Jersey
$483K +$483K +3,510 New
NRI
856
NFP Retirement Inc
California
$482K – – –
BC
857
Burney Company
Virginia
$481K – – –
JWM
858
JGP Wealth Management
Oregon
$480K +$4.76K +40 +1%
SB
859
Strategic Blueprint
Georgia
$475K +$121K +880 +34%
CIA
860
Capital Investment Advisors
Georgia
$474K +$48.2K +350 +11%
SWA
861
SFMG Wealth Advisors
Texas
$470K -$92.3K -670 -16%
BFS
862
Baskin Financial Services
Ontario, Canada
$468K – – –
KNW
863
Kesler Norman & Wride
Utah
$468K +$17.9K +130 +4%
WWM
864
Western Wealth Management
Colorado
$467K +$467K +3,370 New
ST
865
Sentinel Trust
Texas
$466K +$466K +3,380 New
KFP
866
KB Financial Partners
New Jersey
$463K +$182K +1,320 +65%
VCWA
867
Vanguard Capital Wealth Advisors
Colorado
$461K – – –
NFG
868
Nations Financial Group
Iowa
$459K +$27.6K +200 +6%
XWM
869
Xcel Wealth Management
Florida
$457K -$266K -1,930 -37%
RM
870
Resource Management
Louisiana
$457K +$9.64K +70 +2%
WJWM
871
Williams Jones Wealth Management
New York
$457K +$33K +240 +8%
DG
872
DMC Group
Alabama
$455K +$455K +5,580 New
PNC
873
Park National Corp
Ohio
$453K -$1.38K -10 -0.3%
DWA
874
Douglass Winthrop Advisors
New York
$450K – – –
ISL
875
Ingalls & Snyder LLC
New York
$450K +$66.1K +480 +17%
33 34
35
36 37