We are live on ! Find out more
SHOP icon

Shopify

1,208 hedge funds and large institutions have $111B invested in Shopify in 2021 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 487 increasing their positions, 358 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 89

36% more repeat investments, than reductions

Existing positions increased: 487 | Existing positions reduced: 358

34% more capital invested

Capital invested by funds: $83B → $111B (+$28.5B)

23% more funds holding in top 10

Funds holding in top 10: 6985 (+16)

12% more call options, than puts

Call options by funds: $11.4B | Put options by funds: $10.2B

5.8% more ownership

Funds ownership: 669.21%675.01% (+5.8%)

5% more funds holding

Funds holding: 1,1531,208 (+55)

Holders
1,208
Holders Change
+55
Holders Change %
+4.77%
% of All Funds
21.03%
Holding in Top 10
85
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.19%
% of All Funds
1.48%
New
155
Increased
487
Reduced
358
Closed
89
Calls
$11.4B
Puts
$10.2B
Net Calls
+$1.21B
Net Calls Change
+$4.23B
Name Holding Trade Value Shares
Change
Change in
Stake
JSP
876
Jackson Square Partners
California
$385K
SF
877
Symphony Financial
Texas
$384K +$14.8K +120 +5%
ARG
878
Advisory Resource Group
Oklahoma
$384K +$39.4K +320 +14%
FCA
879
FinTrust Capital Advisors
South Carolina
$383K -$3.7K -30 -1%
BFS
880
Bard Financial Services
Connecticut
$380K
SS
881
Simplicity Solutions
Minnesota
$380K +$29.6K +240 +10%
TBA
882
Tower Bridge Advisors
Pennsylvania
$380K +$320K +2,600 New
BCM
883
BTC Capital Management
Iowa
$379K -$85K -690 -21%
SBWIC
884
Schaper Benz & Wise Investment Counsel
Wisconsin
$378K
WAP
885
Wealthcare Advisory Partners
Pennsylvania
$378K +$6.16K +50 +2%
AWS
886
AJ Wealth Strategies
New York
$377K -$195K -1,580 -38%
FA
887
Fiducient Advisors
Illinois
$373K
4WM
888
4J Wealth Management
Virginia
$371K +$2.46K +20 +0.8%
FA
889
Financial Avengers
California
$371K +$198K +1,610 +173%
CCM
890
Covington Capital Management
California
$370K -$12.3K -100 -4%
PFO
891
Pathstone Family Office
New Jersey
$369K +$312K +2,530 New
BWP
892
BSW Wealth Partners
Colorado
$368K +$77.6K +630 +33%
PWS
893
Private Wealth Strategies
Ohio
$367K
SCM
894
Southport Capital Management
Tennessee
$367K +$24.6K +200 +9%
GGS
895
Galvin Gaustad & Stein
Arizona
$365K
PFA
896
Pettinga Financial Advisors
Indiana
$365K
SW
897
StrongBox Wealth
Missouri
$364K +$24.6K +200 +9%
AG
898
Algert Global
California
$363K
BCA
899
Bay Colony Advisors
Massachusetts
$362K +$306K +2,480 New
DC
900
Davenport & Co
Virginia
$362K +$306K +2,480 New

SHOP Hedge Fund Activity: Q2 2021 in Review

1,208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q2 2021, worth a combined $111B — up 34% from $83B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHOP positions and 89 closed out — a net gain of 66 holders — while 487 added to existing stakes and 358 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.44B. The largest seller was Capital World Investors, cutting an estimated $1.13B.

  • 1,208 institutional investors held Shopify (SHOP) as of Q2 2021, up from 1,153 in Q1 2021.
  • Funds reported $111B of Shopify stock for Q2 2021, up 34% quarter-over-quarter.
  • 155 funds opened new Shopify positions in Q2 2021 and 89 closed out, a net change of +66 holders.
  • The largest Shopify buyer in Q2 2021 was Capital Research Global Investors, an estimated $1.44B added.
  • The largest Shopify seller in Q2 2021 was Capital World Investors, an estimated $1.13B sold.

Based on aggregated 13F filings for Q2 2021.