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Shopify

1,221 hedge funds and large institutions have $104B invested in Shopify in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 497 increasing their positions, 356 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
+17
Holders Change %
+1.41%
% of All Funds
21.44%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.44%
New
122
Increased
497
Reduced
356
Closed
92
Calls
$10.6B
Puts
$11.2B
Net Calls
-$561M
Net Calls Change
-$1.78B
Name Holding Trade Value Shares
Change
Shares
Change %
DLA
901
Douglas Lane & Associates
New York
$350K -$24.4K -180 -7%
AWS
902
AJ Wealth Strategies
New York
$350K
PWM
903
Perigon Wealth Management
California
$350K +$57K +420 +19%
SB
904
Strategic Blueprint
Georgia
$348K +$171K +1,260 +96%
BCM
905
BTC Capital Management
Iowa
$346K -$4.06K -30 -1%
FA
906
Fiducient Advisors
Illinois
$346K
4WM
907
4J Wealth Management
Virginia
$344K
PFO
908
Pathstone Family Office
New Jersey
$344K +$1.35K +10 +0.4%
CCM
909
Covington Capital Management
California
$343K
SW
910
StrongBox Wealth
Missouri
$342K +$4.07K +30 +1%
PWS
911
Private Wealth Strategies
Ohio
$340K
FVWA
912
Foster Victor Wealth Advisors
South Carolina
$339K -$542K -4,000 -62%
PFA
913
Pettinga Financial Advisors
Indiana
$339K
GGS
914
Galvin Gaustad & Stein
Arizona
$339K
CCA
915
Column Capital Advisors
Indiana
$339K +$24.4K +180 +8%
GG
916
Gofen & Glossberg
Illinois
$339K +$339K +2,500 New
HR
917
Hayden Royal
North Carolina
$337K -$60.9K -450 -15%
RWA
918
Redhawk Wealth Advisors
Minnesota
$328K +$74.5K +550 +29%
OAC
919
OMERS Administration Corp
Ontario, Canada
$328K +$328K +2,420 New
YIA
920
YHB Investment Advisors
Connecticut
$327K +$24.4K +180 +8%
CAN
921
Claraphi Advisory Network
United States
$326K -$786K -5,790 -71%
ICG
922
InterOcean Capital Group
Tennessee
$325K -$47.4K -350 -13%
MWA
923
MFA Wealth Advisors
Pennsylvania
$324K
TNA
924
True North Advisors
Texas
$324K +$10.8K +80 +3%
SOW
925
State of Wyoming
Wyoming
$323K -$223K -1,640 -41%