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Shopify

972 hedge funds and large institutions have $27.1B invested in Shopify in 2022 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 274 increasing their positions, 357 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 96

41% more capital invested

Capital invested by funds: $19.2B → $27.1B (+$7.86B)

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

12% more call options, than puts

Call options by funds: $1.93B | Put options by funds: $1.72B

10% more funds holding

Funds holding: 883972 (+89)

3.63% more ownership

Funds ownership: 61.04%64.67% (+3.6%)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 357

Holders
972
Holders Change
+89
Holders Change %
+10.08%
% of All Funds
15.62%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.53%
New
202
Increased
274
Reduced
357
Closed
96
Calls
$1.93B
Puts
$1.72B
Net Calls
+$213M
Net Calls Change
-$4.92B
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
901
Lazard Asset Management
New York
$6K -$18K -528 -73%
MIFH
902
Migdal Insurance & Financial Holdings
Israel
$6K -$2.56K -75 -30%
Bank Julius Baer & Co
903
Bank Julius Baer & Co
Switzerland
$6K
PP
904
PrairieView Partners
Minnesota
$6K
JSAM
905
J. Safra Asset Management
New York
$6K +$6.32K +185 New
TLCM
906
Twin Lakes Capital Management
California
$5.21K -$20.5K -600 -80%
TCM
907
Tradewinds Capital Management
Washington
$5.21K +$1.71K +50 +50%
BSB
908
Bangor Savings Bank
Maine
$5K
SA
909
SRH Advisors
Kansas
$5K
VF
910
VitalStone Financial
Texas
$5K +$4.1K +120 New
JWM
911
Janiczek Wealth Management
Colorado
$4.96K +$1.2K +35 +35%
CWA
912
Clearview Wealth Advisors
Oregon
$4.86K
FSWA
913
Financial Synergies Wealth Advisors
Texas
$4.51K
IWP
914
IAG Wealth Partners
Wisconsin
$4.51K
MWM
915
Mascoma Wealth Management
New Hampshire
$4.51K
AP
916
Arlington Partners
Alabama
$4.37K
SWM
917
Sugarloaf Wealth Management
Georgia
$4.17K -$20.8K -610 -84%
AA
918
AlphaMark Advisors
Kentucky
$4K -$1.71K -50 -29%
ST
919
Smithfield Trust
Pennsylvania
$4K -$1.2K -35 -21%
DCBT
920
Dakota Community Bank & Trust
North Dakota
$4K +$3.62K +106 New
Schroder Investment Management Group
921
Schroder Investment Management Group
United Kingdom
$3.86K +$3.76K +110 New
GC
922
Gould Capital
Washington
$3.82K
DSC
923
Duncker Streett & Co
Missouri
$3.47K
LOIP
924
Live Oak Investment Partners
Texas
$3.47K
PCC
925
Park Circle Company
Maryland
$3.47K

SHOP Hedge Fund Activity: Q4 2022 in Review

972 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q4 2022, worth a combined $27.1B — up 41% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new SHOP positions and 96 closed out — a net gain of 106 holders — while 274 added to existing stakes and 357 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $341M. The largest seller was SRS Investment Management, cutting an estimated $358M.

  • 972 institutional investors held Shopify (SHOP) as of Q4 2022, up from 883 in Q3 2022.
  • Funds reported $27.1B of Shopify stock for Q4 2022, up 41% quarter-over-quarter.
  • 202 funds opened new Shopify positions in Q4 2022 and 96 closed out, a net change of +106 holders.
  • The largest Shopify buyer in Q4 2022 was Capital Research Global Investors, an estimated $341M added.
  • The largest Shopify seller in Q4 2022 was SRS Investment Management, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2022.