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Shopify
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Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$659M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$632M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$307M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$257M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$228M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$909M
2
Sands Capital Management
Sands Capital Management
Virginia
-$471M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$360M
4
AIM
ARK Investment Management
Florida
-$330M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWMG
876
National Wealth Management Group
Ohio
$212K +$212K +3,781 New
KLCM
877
KG&L Capital Management
Louisiana
$212K -$66.5K -1,030 -24%
MW
878
MBL Wealth
North Carolina
$212K +$212K +3,280 New
CFG
879
Citizens Financial Group
Rhode Island
$211K -$620K -9,596 -75%
Mitsubishi UFJ Asset Management
880
Mitsubishi UFJ Asset Management
Japan
$211K -$84.2K -1,304 -29%
CPA
881
Cardiff Park Advisors
California
$210K +$210K +3,258 New
ZIM
882
Zacks Investment Management
Illinois
$210K +$210K +3,243 New
BL
883
Balentine LLC
Georgia
$209K +$209K +3,238 New
B
884
Bridgeworth
Alabama
$209K +$209K +3,233 New
BCG
885
Breakwater Capital Group
New Jersey
$208K +$208K +3,224 New
CPRC
886
Consolidated Portfolio Review Corp
New York
$208K +$208K +3,220 New
MS
887
Maven Securities
Jersey
$208K +$208K +3,213 New
ACI
888
Alpha Cubed Investments
California
$207K +$207K +3,210 New
TA
889
TFB Advisors
Kansas
$206K +$206K +3,192 New
AAM
890
Azzad Asset Management
Virginia
$206K +$206K +3,187 New
MFG
891
Mainsail Financial Group
Washington
$205K +$205K +3,180 New
ADL
892
Asset Dedication LLC
California
$203K +$69.6K +1,080 +52%
DA
893
Dash Acquisitions
California
$203K +$203K +3,139 New
RWA
894
Redhawk Wealth Advisors
Minnesota
$203K +$203K +3,138 New
AAP
895
Arax Advisory Partners
Colorado
$202K -$36.2K -561 -15%
WAAG
896
Wealth Alliance Advisory Group
Kansas
$202K +$202K +3,130 New
BWA
897
Blodgett Wealth Advisors
California
$202K +$202K +3,125 New
GT
898
Glenview Trust
Kentucky
$202K +$202K +3,120 New
FSA
899
Fort Sheridan Advisors
Illinois
$201K +$201K +3,110 New
FNBT
900
FineMark National Bank & Trust
Florida
$200K +$200K +3,103 New
34 35
36
37 38