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Shopify
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Overview Fund Activity

1,150 hedge funds and large institutions have $82.9B invested in Shopify in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 488 increasing their positions, 344 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
+27
Holders Change %
+2.4%
% of All Funds
20.25%
Holding in Top 10
69
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8%
% of All Funds
1.22%
New
159
Increased
488
Reduced
344
Closed
118
Calls
$4.93B
Puts
$7.95B
Net Calls
-$3.02B
Net Calls Change
-$2.1B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.3B
2
AIM
ARK Investment Management
Florida
+$656M
3
Sands Capital Management
Sands Capital Management
Virginia
+$434M
4
Jennison Associates
Jennison Associates
New York
+$400M
5
Millennium Management
Millennium Management
New York
+$382M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.05B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$477M
3
Capital World Investors
Capital World Investors
California
-$437M
4
Fidelity International
Fidelity International
Bermuda
-$411M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$405M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
876
Covington Capital Management
California
$291K – – –
CFA
877
Carroll Financial Associates
North Carolina
$291K +$134K +1,210 +85%
SW
878
SVB Wealth
Massachusetts
$290K +$58.7K +530 +25%
SF
879
Symphony Financial
Texas
$289K +$289K +2,500 New
BFS
880
Bard Financial Services
Connecticut
$288K +$27.7K +250 +11%
SBWIC
881
Schaper Benz & Wise Investment Counsel
Wisconsin
$287K – – –
KCM
882
Karp Capital Management
California
$285K +$285K +2,580 New
FA
883
Fiducient Advisors
Illinois
$282K – – –
WAP
884
Wealthcare Advisory Partners
Pennsylvania
$281K -$16.6K -150 -6%
KPW
885
Kore Private Wealth
New York
$280K -$59.8K -540 -18%
DLA
886
Douglas Lane & Associates
New York
$279K +$27.7K +250 +11%
4WM
887
4J Wealth Management
Virginia
$279K +$58.7K +530 +27%
GGS
888
Galvin Gaustad & Stein
Arizona
$277K -$55.4K -500 -17%
PWS
889
Private Wealth Strategies
Ohio
$277K – – –
PC
890
Pecaut & Co
Iowa
$277K – – –
PFA
891
Pettinga Financial Advisors
Indiana
$277K +$42.1K +380 +18%
BMCM
892
Burns Matteson Capital Management
New York
$274K +$35.4K +320 +15%
AG
893
Algert Global
California
$274K – – –
MCC
894
Money Concepts Capital
Florida
$272K +$272K +2,460 New
RW
895
REDW Wealth
New Mexico
$271K – – –
YIA
896
YHB Investment Advisors
Connecticut
$269K +$6.03K +50 +2%
B
897
Bailard
California
$269K +$269K +2,430 New
OAC
898
OMERS Administration Corp
Ontario, Canada
$268K -$556K -5,020 -67%
BW
899
Bison Wealth
Georgia
$268K +$15.5K +140 +6%
AWA
900
Arkadios Wealth Advisors
Georgia
$267K +$96K +870 +56%
34 35
36
37 38