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Shopify
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Overview Fund Activity

1,342 hedge funds and large institutions have $107B invested in Shopify in 2021 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 520 increasing their positions, 374 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
+121
Holders Change %
+9.91%
% of All Funds
20.73%
Holding in Top 10
85
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.66%
% of All Funds
1.31%
New
240
Increased
520
Reduced
374
Closed
101
Calls
$14.5B
Puts
$11.3B
Net Calls
+$3.23B
Net Calls Change
+$3.8B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$941M
2
UBS AM
UBS AM
Illinois
+$823M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$300M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$254M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$249M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$392M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$373M
3
AIM
ARK Investment Management
Florida
-$286M
4
SG Americas Securities
SG Americas Securities
New York
-$214M
5
Morgan Stanley
Morgan Stanley
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
876
Balentine LLC
Georgia
$450K +$450K +3,270 New
CA
877
CV Advisors
Florida
$448K +$448K +3,250 New
AWA
878
Arkadios Wealth Advisors
Georgia
$445K +$55.1K +400 +14%
AWM
879
Alterna Wealth Management
Texas
$444K +$444K +3,220 New
RCM
880
RB Capital Management
Nevada
$442K +$30.3K +220 +7%
Rafferty Asset Management
881
Rafferty Asset Management
New York
$442K +$145K +1,050 +49%
AWM
882
Accurate Wealth Management
Florida
$440K – – –
AP
883
Adero Partners
California
$438K -$11K -80 -2%
AGP
884
Autumn Glory Partners
Texas
$437K +$437K +3,170 New
CCA
885
Column Capital Advisors
Indiana
$433K +$88.3K +640 +26%
JGC
886
J. Goldman & Co
New York
$431K +$431K +3,130 New
KWM
887
Kolinsky Wealth Management
New Jersey
$431K +$431K +3,130 New
WAM
888
Weatherly Asset Management
California
$430K -$13.8K -100 -3%
OPWM
889
Oakwell Private Wealth Management
Texas
$430K +$17.9K +130 +4%
IA
890
IFP Advisors
Florida
$427K -$193K -1,390 -31%
MWM
891
Mattern Wealth Management
Kansas
$427K +$1.38K +10 +0.3%
OFG
892
Oxford Financial Group
Indiana
$427K +$427K +3,100 New
GPA
893
Garrison Point Advisors
California
$426K -$4.14K -30 -1%
BAM
894
Belpointe Asset Management
Nevada
$424K – – –
SSB
895
Sandy Spring Bank
Maryland
$424K +$156K +1,130 +58%
VC
896
Veracity Capital
Georgia
$423K +$40K +290 +10%
SA
897
SWM Advisors
Florida
$423K +$423K +4,570 New
WAP
898
Wealthcare Advisory Partners
Pennsylvania
$421K +$50.9K +370 +14%
AFP
899
Ausdal Financial Partners
Iowa
$420K -$237K -1,720 -36%
FUBT
900
First United Bank & Trust
Maryland
$420K +$157K +1,140 +60%
34 35
36
37 38