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Shopify

1,067 hedge funds and large institutions have $42.6B invested in Shopify in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 388 increasing their positions, 376 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
-48
Holders Change %
-4.3%
% of All Funds
17.01%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.53%
New
96
Increased
388
Reduced
376
Closed
135
Calls
$1.95B
Puts
$1.97B
Net Calls
-$13.2M
Net Calls Change
+$397M
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
876
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105K
NS
877
NBC Securities
Alabama
$104K +$104K +1,914 New
MME
878
Meag Munich Ergo
Germany
$104K
TWM
879
Tradition Wealth Management
Minnesota
$102K -$28K -512 -22%
MA
880
MCF Advisors
Kentucky
$100K
TIM
881
Tortoise Investment Management
New York
$98.3K
AWM
882
Abound Wealth Management
Tennessee
$98.2K
PP
883
Pacifica Partners
Canada
$91.7K -$4.69K -90 -5%
PWA
884
Provenance Wealth Advisors
Florida
$90K +$90K +1,650 New
RA
885
Rise Advisors
New York
$88.1K -$9.28K -170 -10%
EDRH
886
Edmond de Rothschild Holding
Switzerland
$88K -$1.97K -36 -2%
Bank Julius Baer & Co
887
Bank Julius Baer & Co
Switzerland
$87K
SIMG
888
Stephens Investment Management Group
Texas
$86.7K
HL
889
HeadInvest LLC
Maine
$85.3K +$85.3K +1,580 New
BC
890
Bartlett & Co
Ohio
$82K
BCWM
891
Bartlett & Co Wealth Management
Ohio
$81.9K
TRCT
892
Tower Research Capital (TRC)
New York
$79.8K -$683K -12,510 -90%
TFA
893
Toth Financial Advisory
Virginia
$75.2K -$225K -4,123 -75%
WTC
894
WhitTier Trust Company
Nevada
$73K +$927 +17 +1%
AW
895
Avion Wealth
Texas
$72K -$2.53K -47 -3%
VNA
896
Valley National Advisers
Pennsylvania
$71K +$15.5K +283 +28%
BONH
897
Bank of New Hampshire
New Hampshire
$70.9K
MPWT
898
MassMutual Private Wealth & Trust
Connecticut
$70.9K +$7.91K +145 +13%
CWC
899
Carolinas Wealth Consulting
North Carolina
$70.4K
HWA
900
HHM Wealth Advisors
Tennessee
$68.2K