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Shopify
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Overview Fund Activity

1,142 hedge funds and large institutions have $51.9B invested in Shopify in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 501 increasing their positions, 361 reducing their positions, and 339 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,142
Holders Change
-200
Holders Change %
-14.9%
% of All Funds
18.07%
Holding in Top 10
50
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-41.18%
% of All Funds
0.79%
New
152
Increased
501
Reduced
361
Closed
339
Calls
$14.5B
Puts
$7.36B
Net Calls
+$7.15B
Net Calls Change
+$3.92B

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$837M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$613M
3
Sands Capital Management
Sands Capital Management
Virginia
+$490M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$391M
5
Capital International Investors
Capital International Investors
California
+$380M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.39B
2
Jennison Associates
Jennison Associates
New York
-$1.23B
3
Capital World Investors
Capital World Investors
California
-$947M
4
ECU
Egerton Capital (UK)
United Kingdom
-$577M
5
UBS AM
UBS AM
Illinois
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
851
Doliver Advisors
Texas
$256K +$256K +3,790 New
OPWM
852
Oakwell Private Wealth Management
Texas
$255K +$44K +650 +21%
TSS
853
Two Sigma Securities
New York
$254K -$707K -10,460 -74%
FANJ
854
Financial Architects (New Jersey)
New Jersey
$254K +$1.35K +20 +0.5%
GG
855
Gleason Group
Kentucky
$253K +$118K +1,750 +88%
C
856
Covestor
United Kingdom
$253K +$206K +3,050 +436%
DCM
857
Donaldson Capital Management
Indiana
$251K +$13.5K +200 +6%
RFA
858
Resurgent Financial Advisors
Georgia
$251K +$251K +3,710 New
CCA
859
Catalyst Capital Advisors
New York
$250K – – –
FNBT
860
FineMark National Bank & Trust
Florida
$249K -$34.5K -510 -12%
FWCM
861
Ferguson Wellman Capital Management
Oregon
$249K +$675 +10 +0.3%
BC
862
Burney Company
Virginia
$246K +$10.1K +150 +4%
MOS
863
MGO One Seven
Ohio
$244K -$14.5K -2,420 -6%
RI
864
Redwood Investments
Massachusetts
$243K -$80.5K -1,190 -25%
JWM
865
JGP Wealth Management
Oregon
$243K – – –
QCIG
866
Quad-Cities Investment Group
Iowa
$243K +$97.9K +1,450 +67%
JWBC
867
J.W. Burns & Co
New York
$241K -$64.1K -950 -21%
AFM
868
Abbot Financial Management
Massachusetts
$241K +$35.9K +530 +17%
JGC
869
J. Goldman & Co
New York
$240K +$28.4K +420 +13%
PP
870
PDS Planning
Ohio
$239K +$47.9K +710 +25%
NRI
871
NFP Retirement Inc
California
$239K +$2.03K +30 +0.9%
VHAM
872
Van Hulzen Asset Management
California
$237K -$2.03K -30 -0.8%
RCM
873
RB Capital Management
Nevada
$237K +$20.3K +300 +9%
MA
874
MONECO Advisors
Connecticut
$235K -$3.39K -50 -1%
GWM
875
Geneos Wealth Management
Colorado
$231K -$39.9K -590 -15%
33 34
35
36 37