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Shopify
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Overview Fund Activity

1,201 hedge funds and large institutions have $67.2B invested in Shopify in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 364 increasing their positions, 414 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+133
Holders Change %
+12.45%
% of All Funds
17.61%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
0.59%
New
249
Increased
364
Reduced
414
Closed
105
Calls
$3.83B
Puts
$2.96B
Net Calls
+$868M
Net Calls Change
+$881M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.18B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.63B
3
Capital World Investors
3
Capital World Investors
California
$3.07B
4
GQG Partners
4
GQG Partners
Florida
$547M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$433M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.98B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.2B
3
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$380M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$40.1M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
876
Accurate Wealth Management
Florida
$262K -$41.1K -505 -14%
LFAS
877
Level Four Advisory Services
Texas
$262K +$262K +3,360 New
DA
878
Detalus Advisors
Missouri
$261K +$261K +3,345 New
HWAM
879
Hennion & Walsh Asset Management
New Jersey
$259K -$35.4K -455 -12%
FW
880
FirstPurpose Wealth
Utah
$259K +$259K +3,321 New
FCM
881
Fortis Capital Management
Washington
$259K +$259K +3,321 New
MFG
882
Mainsail Financial Group
Washington
$255K +$255K +3,180 New
TWM
883
Trueblood Wealth Management
Ohio
$254K +$254K +3,267 New
PCM
884
Perkins Capital Management
Minnesota
$253K -$171K -2,200 -40%
PWPS
885
Pinnacle Wealth Planning Services
Ohio
$251K +$251K +3,224 New
MGIA
886
Moneta Group Investment Advisors
Missouri
$251K +$251K +3,223 New
CCM
887
Coldstream Capital Management
Washington
$251K +$251K +3,216 New
FSA
888
Fort Sheridan Advisors
Illinois
$250K +$250K +3,210 New
PFWA
889
Paces Ferry Wealth Advisors
Georgia
$250K +$250K +3,203 New
FAM
890
Flaharty Asset Management
Florida
$249K +$39K +500 +19%
DI
891
Diligent Investors
California
$248K -$82.6K -1,060 -25%
EP
892
Edgestream Partners
New Jersey
$248K -$612K -7,854 -71%
SMDAM
893
Sumitomo Mitsui DS Asset Management
Japan
$247K +$247K +3,176 New
AWS
894
Arkfeld Wealth Strategies
Nebraska
$247K +$247K +3,080 New
FC
895
Forte Capital
New York
$246K +$246K +3,162 New
PCM
896
Prelude Capital Management
New York
$245K -$426K -5,474 -63%
RWA
897
Redhawk Wealth Advisors
Minnesota
$245K +$245K +3,144 New
ZIM
898
Zacks Investment Management
Illinois
$245K +$245K +3,144 New
SAM
899
Secure Asset Management
Michigan
$245K +$245K +3,142 New
CPRC
900
Consolidated Portfolio Review Corp
New York
$245K +$245K +3,140 New
34 35
36
37 38