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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 %
FWM
851
FFT Wealth Management
Pennsylvania
$288K -$105K -1,350 -27%
EWM
852
Evermay Wealth Management
Virginia
$288K – – –
NWMG
853
National Wealth Management Group
Ohio
$288K -$7.01K -90 -2%
MPPLM
854
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$286K +$286K +3,676 New
PM
855
Pembroke Management
Quebec, Canada
$283K +$283K +2,745 New
SIA
856
Soltis Investment Advisors
Utah
$283K +$283K +3,631 New
ITFISA
857
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$281K +$281K +3,615 New
CM
858
CastleKnight Management
New York
$280K -$779K -10,000 -74%
RI
859
Ridgewood Investments
New Jersey
$280K +$280K +3,595 New
EL
860
EWA LLC
Pennsylvania
$278K +$278K +3,357 New
WANY
861
Wealthspire Advisors (New York)
New York
$277K -$42.8K -550 -13%
NRI
862
NFP Retirement Inc
California
$276K +$276K +3,544 New
NGA
863
Naples Global Advisors
Florida
$276K +$276K +3,539 New
LA
864
LVW Advisors
New York
$275K -$38.6K -496 -12%
CA
865
Claro Advisors
Massachusetts
$274K -$88.3K -1,133 -24%
PA
866
Pinnacle Associates
New York
$274K +$274K +3,514 New
SIA
867
Schechter Investment Advisors
Michigan
$273K +$273K +3,502 New
DA
868
Doliver Advisors
Texas
$271K -$22.6K -290 -8%
TCWM
869
Total Clarity Wealth Management
Illinois
$271K +$271K +3,475 New
NIWA
870
New Insight Wealth Advisors
California
$270K +$270K +3,465 New
GA
871
Greytown Advisors
Florida
$269K +$269K +3,457 New
FRM
872
Fox Run Management
Connecticut
$269K +$269K +3,456 New
GT
873
Glenview Trust
Kentucky
$269K +$269K +3,448 New
BL
874
Balentine LLC
Georgia
$265K +$265K +3,407 New
APW
875
Acima Private Wealth
Virginia
$262K – – –
33 34
35
36 37