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Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$659M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$632M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$307M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$257M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$228M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$909M
2
Sands Capital Management
Sands Capital Management
Virginia
-$471M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$360M
4
AIM
ARK Investment Management
Florida
-$330M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
851
Checchi Capital Advisers
California
$233K +$233K +3,607 New
DA
852
Detalus Advisors
Missouri
$232K +$232K +3,585 New
HFA
853
High Falls Advisors
New York
$231K +$231K +3,570 New
DWM
854
Dakota Wealth Management
Florida
$230K +$230K +3,564 New
PWPS
855
Pinnacle Wealth Planning Services
Ohio
$229K +$229K +3,538 New
NRI
856
NFP Retirement Inc
California
$228K +$228K +3,530 New
RBFC
857
Roman Butler Fullerton & Co
Missouri
$227K -$340K -4,985 -60%
DCM
858
Donaldson Capital Management
Indiana
$227K +$227K +3,513 New
EWA
859
EverSource Wealth Advisors
Alabama
$227K -$2.39K -37 -1%
IEFM
860
IQ EQ Fund Management
Ireland
$226K +$226K +3,493 New
USCWA
861
U.S. Capital Wealth Advisors
Texas
$224K +$224K +3,475 New
MA
862
MONECO Advisors
Connecticut
$224K +$224K +3,460 New
GA
863
Greytown Advisors
Florida
$223K -$803K -12,428 -78%
DS
864
DRW Securities
Illinois
$223K +$223K +3,447 New
CIEP
865
Constellation Investimentos e Participacoes
Brazil
$222K +$222K +3,435 New
SIA
866
Soltis Investment Advisors
Utah
$222K +$222K +3,430 New
SLWA
867
San Luis Wealth Advisors
California
$220K -$108K -1,677 -33%
NGA
868
Naples Global Advisors
Florida
$220K +$220K +3,403 New
APW
869
Acima Private Wealth
Virginia
$218K – – –
PM
870
Pembroke Management
Quebec, Canada
$216K +$216K +2,528 New
NL
871
NWAM LLC
Washington
$216K +$216K +3,342 New
WAM
872
WNY Asset Management
New York
$216K +$216K +3,340 New
MWM
873
Modera Wealth Management
New Jersey
$215K +$215K +3,334 New
CWMGP
874
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$214K -$149K -2,300 -41%
CWM
875
Centurion Wealth Management
Virginia
$213K +$213K +3,294 New
33 34
35
36 37