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Shopify
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Overview Fund Activity

1,016 hedge funds and large institutions have $36.8B invested in Shopify in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 355 increasing their positions, 332 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,016
Holders Change
+52
Holders Change %
+5.39%
% of All Funds
16.26%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
167
Increased
355
Reduced
332
Closed
97
Calls
$1.68B
Puts
$1.82B
Net Calls
-$140M
Net Calls Change
-$353M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$624M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$253M
3
Capital International Investors
Capital International Investors
California
+$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$227M
5
Fidelity International
Fidelity International
Bermuda
+$221M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$188M
2
Holocene Advisors
Holocene Advisors
New York
-$174M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$173M
4
HCM
HMI Capital Management
California
-$169M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
851
Old Second National Bank of Aurora
Illinois
$53.2K – – –
ARAM
852
Ardmore Road Asset Management
New York
$52.7K -$16.7M -348,900 -100%
PFP
853
Pinnacle Financial Partners
Tennessee
$50.3K – – –
TCOV
854
Trust Company of Vermont
Vermont
$50.3K – – –
AWM
855
Accel Wealth Management
Iowa
$48.4K – – –
FMTCOCP
856
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$48K – – –
NSIM
857
North Star Investment Management
Illinois
$47.9K – – –
MRCM
858
M&R Capital Management
New Jersey
$47.9K – – –
AW
859
Avion Wealth
Texas
$46K +$207 +6 +0.5%
NC
860
NewSquare Capital
Pennsylvania
$45.1K +$36.5K +761 +423%
MPWT
861
MassMutual Private Wealth & Trust
Connecticut
$44.7K +$10.8K +225 +32%
GWS
862
Glassman Wealth Services
Virginia
$44.6K -$45.5K -950 -51%
CCP
863
Carmel Capital Partners
California
$44.6K +$44.6K +930 New
NIC
864
Northwest Investment Counselors
Oregon
$44.1K – – –
VNA
865
Valley National Advisers
Pennsylvania
$43K +$39.1K +809 +1,011%
CFO
866
CVA Family Office
Colorado
$42.7K – – –
First Manhattan
867
First Manhattan
New York
$42.2K -$9.3K -194 -18%
JWA
868
JFS Wealth Advisors
Pennsylvania
$41.1K +$527 +11 +1%
IAIM
869
Industrial Alliance Investment Management
Quebec, Canada
$41K -$81.8K -1,696 -67%
HWP
870
Highline Wealth Partners
California
$40.7K – – –
WWM
871
Wolff Wiese Magana
California
$40.7K +$4.79K +100 +13%
RFG
872
RFP Financial Group
Georgia
$39.1K -$3.35K -70 -8%
PMFA
873
Plante Moran Financial Advisors
Michigan
$38.8K – – –
TCA
874
Trifecta Capital Advisors
Illinois
$38.4K – – –
BEI
875
Benjamin Edwards Inc
Missouri
$37K +$2.38K +49 +7%
33 34
35
36 37