We are live on ! Find out more
SHOP icon

Shopify

1,208 hedge funds and large institutions have $111B invested in Shopify in 2021 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 487 increasing their positions, 358 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 89

36% more repeat investments, than reductions

Existing positions increased: 487 | Existing positions reduced: 358

34% more capital invested

Capital invested by funds: $83B → $111B (+$28.5B)

23% more funds holding in top 10

Funds holding in top 10: 6985 (+16)

12% more call options, than puts

Call options by funds: $11.4B | Put options by funds: $10.2B

5.8% more ownership

Funds ownership: 669.21%675.01% (+5.8%)

5% more funds holding

Funds holding: 1,1531,208 (+55)

Holders
1,208
Holders Change
+55
Holders Change %
+4.77%
% of All Funds
21.03%
Holding in Top 10
85
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.19%
% of All Funds
1.48%
New
155
Increased
487
Reduced
358
Closed
89
Calls
$11.4B
Puts
$10.2B
Net Calls
+$1.21B
Net Calls Change
+$4.23B
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
901
Csenge Advisory Group
Florida
$361K
MWA
902
Moser Wealth Advisors
Washington
$361K +$117K +950 +63%
FI
903
Fosun International
China
$356K -$530K -4,300 -64%
OPWM
904
Oxinas Partners Wealth Management
Indiana
$356K +$301K +2,440 New
MWA
905
MFA Wealth Advisors
Pennsylvania
$349K -$96.1K -780 -25%
CRI
906
Colonial River Investments
Virginia
$348K +$293K +2,380 New
SC
907
Shay Capital
New York
$348K +$293K +2,380 New
BFM
908
Boothbay Fund Management
New York
$346K -$573M -4,649,700 -100%
BMCM
909
Burns Matteson Capital Management
New York
$345K -$14.8K -120 -5%
RW
910
REDW Wealth
New Mexico
$343K -$12.3K -100 -4%
AIM
911
Anchor Investment Management
South Carolina
$342K +$51.8K +420 +22%
CCA
912
Column Capital Advisors
Indiana
$339K +$3.7K +30 +1%
TNA
913
True North Advisors
Texas
$337K +$285K +2,310 New
FH
914
FWG Holdings
Florida
$335K +$282K +2,290 New
OR
915
Olympiad Research
Connecticut
$335K +$282K +2,290 New
VWA
916
Visionary Wealth Advisors
Illinois
$333K +$16K +130 +6%
FHA
917
First Horizon Advisors
Tennessee
$333K +$136K +1,100 +92%
RM
918
Resource Management
Louisiana
$332K
TPA
919
Trivium Point Advisory
Connecticut
$332K +$280K +2,270 New
CF
920
Centaurus Financial
California
$330K -$11.1K -90 -4%
TIAM2
921
Tru Independence Asset Management 2
Oregon
$330K +$278K +2,260 New
BPC
922
Banque Pictet & Cie
Switzerland
$329K
FHC
923
First Horizon Corporation
Tennessee
$328K
IHL
924
Investment House LLC
California
$327K +$30.8K +250 +13%
YIA
925
YHB Investment Advisors
Connecticut
$326K

SHOP Hedge Fund Activity: Q2 2021 in Review

1,208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q2 2021, worth a combined $111B — up 34% from $83B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHOP positions and 89 closed out — a net gain of 66 holders — while 487 added to existing stakes and 358 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.44B. The largest seller was Capital World Investors, cutting an estimated $1.13B.

  • 1,208 institutional investors held Shopify (SHOP) as of Q2 2021, up from 1,153 in Q1 2021.
  • Funds reported $111B of Shopify stock for Q2 2021, up 34% quarter-over-quarter.
  • 155 funds opened new Shopify positions in Q2 2021 and 89 closed out, a net change of +66 holders.
  • The largest Shopify buyer in Q2 2021 was Capital Research Global Investors, an estimated $1.44B added.
  • The largest Shopify seller in Q2 2021 was Capital World Investors, an estimated $1.13B sold.

Based on aggregated 13F filings for Q2 2021.