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Shopify
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Overview Fund Activity

1,142 hedge funds and large institutions have $51.9B invested in Shopify in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 501 increasing their positions, 361 reducing their positions, and 339 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,142
Holders Change
-200
Holders Change %
-14.9%
% of All Funds
18.07%
Holding in Top 10
50
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-41.18%
% of All Funds
0.79%
New
152
Increased
501
Reduced
361
Closed
339
Calls
$14.5B
Puts
$7.36B
Net Calls
+$7.15B
Net Calls Change
+$3.92B

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$837M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$613M
3
Sands Capital Management
Sands Capital Management
Virginia
+$490M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$391M
5
Capital International Investors
Capital International Investors
California
+$380M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.39B
2
Jennison Associates
Jennison Associates
New York
-$1.23B
3
Capital World Investors
Capital World Investors
California
-$947M
4
ECU
Egerton Capital (UK)
United Kingdom
-$577M
5
UBS AM
UBS AM
Illinois
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
901
Coldstream Capital Management
Washington
$214K -$236K -3,490 -52%
Bank Julius Baer & Co
902
Bank Julius Baer & Co
Switzerland
$213K -$851K -12,590 -80%
MWM
903
Mattern Wealth Management
Kansas
$212K +$2.03K +30 +1%
WA
904
WP Advisors
California
$212K +$212K +3,140 New
HW
905
Hancock Whitney
Mississippi
$210K +$210K +3,110 New
CF
906
Centaurus Financial
California
$209K -$141K -2,080 -40%
CL
907
Choreo LLC
Illinois
$207K +$8.79K +130 +4%
EWA
908
EP Wealth Advisors
California
$206K -$188K -2,790 -48%
DT
909
Diversified Trust
Tennessee
$206K -$48.6K -720 -19%
SB
910
Strategic Blueprint
Georgia
$205K -$28.4K -420 -12%
SOW
911
State of Wyoming
Wyoming
$204K +$39.9K +590 +24%
CCM
912
Chilton Capital Management
Texas
$203K – – –
JWM
913
Jackson Wealth Management
Florida
$203K – – –
EWA
914
Exencial Wealth Advisors
Oklahoma
$203K +$2.03K +30 +1%
BBA
915
Baader Bank Aktiengesellschaft
Germany
$203K +$203K +3,000 New
PHS
916
Pekin Hardy Strauss
Illinois
$203K +$203K +3,010 New
CA
917
Claro Advisors
Massachusetts
$201K – – –
SCA
918
Stonebridge Capital Advisors
Minnesota
$201K +$168K +2,490 +508%
PA
919
Pinnacle Associates
New York
$200K – – –
HBT
920
Hills Bank & Trust
Iowa
$199K +$199K +2,940 New
Daiwa Securities Group
921
Daiwa Securities Group
Japan
$193K +$44.7K +660 +30%
TSWM
922
Tyler-Stone Wealth Management
Ohio
$190K +$16.9K +250 +10%
CL
923
CSS LLC
Illinois
$189K +$87.8K +1,300 +87%
First Manhattan
924
First Manhattan
New York
$177K +$135K +2,000 +317%
BAM
925
Belpointe Asset Management
Nevada
$175K -$98.6K -1,460 -36%
35 36
37
38 39