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Shopify
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Overview Fund Activity

1,016 hedge funds and large institutions have $36.8B invested in Shopify in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 355 increasing their positions, 332 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,016
Holders Change
+52
Holders Change %
+5.39%
% of All Funds
16.26%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
167
Increased
355
Reduced
332
Closed
97
Calls
$1.68B
Puts
$1.82B
Net Calls
-$140M
Net Calls Change
-$353M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$624M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$253M
3
Capital International Investors
Capital International Investors
California
+$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$227M
5
Fidelity International
Fidelity International
Bermuda
+$221M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$188M
2
Holocene Advisors
Holocene Advisors
New York
-$174M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$173M
4
HCM
HMI Capital Management
California
-$169M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
876
Gradient Investments
Minnesota
$36.4K – – –
WTA
877
Washington Trust Advisors
Massachusetts
$36.3K +$7.19K +150 +25%
BBPWM
878
Blue Bell Private Wealth Management
Pennsylvania
$36.2K +$20.1K +420 +125%
DF
879
DecisionPoint Financial
Arizona
$36K – – –
BCM
880
Bourgeon Capital Management
Connecticut
$36K – – –
OLVIG
881
Oliver Lagore Vanvalin Investment Group
Michigan
$36K +$4.79K +100 +15%
PCIG
882
Partners Capital Investment Group
Massachusetts
$33.6K – – –
KM
883
Kalos Management
Georgia
$33.6K +$33.6K +700 New
QPBE
884
Quintet Private Bank (Europe)
Luxembourg
$33.1K +$33.1K +677 New
PCC
885
Park Circle Company
Maryland
$31.2K +$26.4K +550 +550%
GA
886
GoalVest Advisory
New York
$31K +$3.21K +67 +12%
JFGIW
887
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30.7K – – –
RCM
888
Raleigh Capital Management
North Carolina
$30.5K +$5.56K +116 +22%
CT
889
Cambridge Trust
Massachusetts
$28.8K -$4.32K -90 -13%
CWP
890
Concord Wealth Partners
Virginia
$28.8K – – –
SN
891
Sittner & Nelson
Oregon
$28.8K – – –
PPC
892
Park Place Capital
Alabama
$26.6K +$26.6K +555 New
CHA
893
Carmichael Hill & Associates
Maryland
$25.6K +$959 +20 +4%
AWM
894
Activest Wealth Management
Florida
$24.8K -$761K -16,316 -97%
AFS
895
Annapolis Financial Services
Maryland
$24.2K – – –
MFA
896
McClarren Financial Advisors
Pennsylvania
$24K – – –
YDMI
897
Y.D. More Investments
Israel
$24K -$115K -2,391 -83%
Jones Financial Companies
898
Jones Financial Companies
Missouri
$24K -$9.59K -200 -29%
BWA
899
BDO Wealth Advisors
Florida
$24K -$959 -20 -4%
SAM
900
S.A. Mason
Michigan
$24K – – –
34 35
36
37 38