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Overview Fund Activity

1,212 hedge funds and large institutions have $61.5B invested in Shopify in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 445 increasing their positions, 435 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+11
Holders Change %
+0.92%
% of All Funds
17.57%
Holding in Top 10
32
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20%
% of All Funds
0.46%
New
122
Increased
445
Reduced
435
Closed
97
Calls
$2.84B
Puts
$1.87B
Net Calls
+$975M
Net Calls Change
+$107M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.07B
2
Capital World Investors
Capital World Investors
California
+$798M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$462M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$213M
5
MU
Mirova US
Massachusetts
+$154M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.16B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$596M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$374M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$344M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
876
F.L. Putnam Investment Management
Massachusetts
$274K +$53.4K +692 +24%
GT
877
Glenview Trust
Kentucky
$274K +$7.72K +100 +3%
CCM
878
Coldstream Capital Management
Washington
$273K +$24.8K +322 +10%
AWE
879
Avidian Wealth Enterprises
Texas
$273K -$71.4K -925 -21%
DA
880
Doliver Advisors
Texas
$272K +$4.32K +56 +2%
FPAS
881
Focus Partners Advisor Solutions
Missouri
$272K +$272K +3,524 New
LOAMU
882
Lombard Odier Asset Management (USA)
New York
$270K +$270K +3,500 New
MGIA
883
Moneta Group Investment Advisors
Missouri
$269K -$69.7K -664 -21%
LA
884
LVW Advisors
New York
$269K -$4.17K -54 -2%
NIWA
885
New Insight Wealth Advisors
California
$267K – – –
BL
886
Balentine LLC
Georgia
$267K +$3.78K +49 +1%
MMA
887
Miracle Mile Advisors
California
$266K +$24.4K +316 +10%
CCWM
888
Cassaday & Co Wealth Management
Virginia
$266K +$266K +3,441 New
WANY
889
Wealthspire Advisors (New York)
New York
$264K -$10.7K -139 -4%
TWP
890
Tyche Wealth Partners
Texas
$264K -$26.2K -340 -9%
SOW
891
State of Wyoming
Wyoming
$263K +$219K +2,843 +505%
LFAS
892
Level Four Advisory Services
Texas
$262K – – –
APW
893
Acima Private Wealth
Virginia
$260K – – –
HFP
894
Holistic Financial Partners
Indiana
$260K +$21.2K +275 +9%
TCWM
895
Total Clarity Wealth Management
Illinois
$259K -$9.65K -125 -4%
STA
896
Summit Trail Advisors
New York
$259K +$23.5K +304 +10%
DA
897
Detalus Advisors
Missouri
$258K – – –
NWMG
898
National Wealth Management Group
Ohio
$258K -$27K -350 -9%
ZIM
899
Zacks Investment Management
Illinois
$257K +$14.5K +188 +6%
TA
900
TFB Advisors
Kansas
$256K +$52.2K +742 +26%
34 35
36
37 38