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Shopify
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Overview Fund Activity

959 hedge funds and large institutions have $22.2B invested in Shopify in 2022 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 408 increasing their positions, 314 reducing their positions, and 289 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
-183
Holders Change %
-16.02%
% of All Funds
16.22%
Holding in Top 10
30
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-40%
% of All Funds
0.51%
New
122
Increased
408
Reduced
314
Closed
289
Calls
$9.53B
Puts
$2.72B
Net Calls
+$6.81B
Net Calls Change
-$338M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$439M
2
Morgan Stanley
Morgan Stanley
New York
+$268M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$240M
4
GIM
Generation Investment Management
United Kingdom
+$208M
5
SIM
SRS Investment Management
New York
+$167M

Top Sellers

1
AIM
ARK Investment Management
Florida
-$2.93B
2
Jennison Associates
Jennison Associates
New York
-$777M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$426M
4
Artisan Partners
Artisan Partners
Wisconsin
-$337M
5
LPC
Lone Pine Capital
Connecticut
-$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
901
Castle Wealth Management
Florida
$5K +$5K +160 New
FSWA
902
Financial Synergies Wealth Advisors
Texas
$4.06K +$4.06K +130 New
AP
903
Arlington Partners
Alabama
$4K -$24.3K -850 -86%
IWP
904
IAG Wealth Partners
Wisconsin
$4K -$6.15K -200 -61%
MWM
905
Mascoma Wealth Management
New Hampshire
$4K – – –
MHR
906
Matthew Hamilton Rosenberg
$4K – – –
CWA
907
Clearview Wealth Advisors
Oregon
$4K – – –
AA
908
AlphaMark Advisors
Kentucky
$4K – – –
DSC
909
Duncker Streett & Co
Missouri
$4K – – –
SA
910
SRH Advisors
Kansas
$4K – – –
EI
911
Ellevest Inc
New York
$3K -$13.2K -440 -81%
TCM
912
Tradewinds Capital Management
Washington
$3K -$1.5K -50 -33%
TAIM
913
TD Ameritrade Investment Management
Nebraska
$3K -$300 -10 -9%
HS
914
Horan Securities
United States
$3K -$68 -2 -2%
BC
915
Burleson & Co
California
$3K – – –
GC
916
Gould Capital
Washington
$3K – – –
HFM
917
Hartford Financial Management
Connecticut
$3K – – –
SIS
918
Sound Income Strategies
Florida
$3K – – –
BAM
919
Byrne Asset Management
New Jersey
$3K +$2.4K +80 +400%
SIM
920
Studio Investment Management
Illinois
$3K +$3K +100 New
JMF
921
Johnson Midwest Financial
Iowa
$3K +$3K +100 New
LWP
922
Lumature Wealth Partners
Georgia
$2K -$26K -650 -93%
RMC
923
Resources Management Corp
Connecticut
$2K – – –
WT
924
Washington Trust
Rhode Island
$2K – – –
CWM
925
Curi Wealth Management
North Carolina
$2K – – –
35 36
37
38 39