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Shopify
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Overview Fund Activity

1,204 hedge funds and large institutions have $111B invested in Shopify in 2021 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 485 increasing their positions, 357 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,204
Holders Change
+54
Holders Change %
+4.7%
% of All Funds
21.02%
Holding in Top 10
85
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.19%
% of All Funds
1.48%
New
154
Increased
485
Reduced
357
Closed
89
Calls
$11.4B
Puts
$10.2B
Net Calls
+$1.21B
Net Calls Change
+$4.23B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.7B
2
Tiger Global Management
Tiger Global Management
New York
+$518M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$390M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$271M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$243M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.34B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.25B
3
BFM
Boothbay Fund Management
New York
-$679M
4
Millennium Management
Millennium Management
New York
-$370M
5
Jane Street
Jane Street
New York
-$358M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARG
876
Advisory Resource Group
Oklahoma
$384K +$46.7K +320 +14%
FCA
877
FinTrust Capital Advisors
South Carolina
$383K -$4.39K -30 -1%
BFS
878
Bard Financial Services
Connecticut
$380K – – –
SS
879
Simplicity Solutions
Minnesota
$380K +$35.1K +240 +10%
TBA
880
Tower Bridge Advisors
Pennsylvania
$380K +$380K +2,600 New
BCM
881
BTC Capital Management
Iowa
$379K -$101K -690 -21%
SBWIC
882
Schaper Benz & Wise Investment Counsel
Wisconsin
$378K – – –
WAP
883
Wealthcare Advisory Partners
Pennsylvania
$378K +$7.3K +50 +2%
AWS
884
AJ Wealth Strategies
New York
$377K -$231K -1,580 -38%
FA
885
Fiducient Advisors
Illinois
$373K – – –
4WM
886
4J Wealth Management
Virginia
$371K +$2.92K +20 +0.8%
FA
887
Financial Avengers
California
$371K +$235K +1,610 +173%
CCM
888
Covington Capital Management
California
$370K -$14.6K -100 -4%
PFO
889
Pathstone Family Office
New Jersey
$369K +$369K +2,530 New
BWP
890
BSW Wealth Partners
Colorado
$368K +$92K +630 +33%
PWS
891
Private Wealth Strategies
Ohio
$367K – – –
SCM
892
Southport Capital Management
Tennessee
$367K +$29.2K +200 +9%
PFA
893
Pettinga Financial Advisors
Indiana
$365K – – –
GGS
894
Galvin Gaustad & Stein
Arizona
$365K – – –
SW
895
StrongBox Wealth
Missouri
$364K +$29.2K +200 +9%
AG
896
Algert Global
California
$363K – – –
DC
897
Davenport & Co
Virginia
$362K +$362K +2,480 New
BCA
898
Bay Colony Advisors
Massachusetts
$362K +$362K +2,480 New
CAG
899
Csenge Advisory Group
Florida
$361K – – –
MWA
900
Moser Wealth Advisors
Washington
$361K +$139K +950 +63%
34 35
36
37 38