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Shopify
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Overview Fund Activity

1,016 hedge funds and large institutions have $36.8B invested in Shopify in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 355 increasing their positions, 332 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,016
Holders Change
+52
Holders Change %
+5.39%
% of All Funds
16.26%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
167
Increased
355
Reduced
332
Closed
97
Calls
$1.68B
Puts
$1.82B
Net Calls
-$140M
Net Calls Change
-$353M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$624M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$253M
3
Capital International Investors
Capital International Investors
California
+$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$227M
5
Fidelity International
Fidelity International
Bermuda
+$221M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$188M
2
Holocene Advisors
Holocene Advisors
New York
-$174M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$173M
4
HCM
HMI Capital Management
California
-$169M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
901
Contravisory Investment Management
Massachusetts
$24K +$24K +500 New
T
902
TOBAM
France
$23K -$1.51M -31,145 -99%
CMP
903
Coston McIsaac & Partners
Maine
$23K – – –
MIFH
904
Migdal Insurance & Financial Holdings
Israel
$23K +$14.9K +326 +185%
BAM
905
Baldrige Asset Management
Pennsylvania
$23K +$23K +488 New
JWM
906
Janiczek Wealth Management
Colorado
$20.6K +$14.4K +310 +230%
NMG
907
New Millennium Group
Utah
$20.6K – – –
GI
908
GS Investments
Minnesota
$20.5K – – –
HCP
909
Hexagon Capital Partners
Arkansas
$20.1K -$2.4K -50 -11%
RDIA
910
RE Dickinson Investment Advisors
Iowa
$20K – – –
PB
911
Pinnacle Bancorp
Nebraska
$20K – – –
BWM
912
BerganKDV Wealth Management
Minnesota
$19.2K +$9.59K +200 +100%
POIA
913
Pin Oak Investment Advisors
Texas
$19K – – –
HWM
914
HighMark Wealth Management
Minnesota
$18.7K – – –
ZB
915
Zions Bancorporation
Utah
$18.5K -$719 -15 -4%
Commonwealth Equity Services
916
Commonwealth Equity Services
Massachusetts
$18.5K +$43 +897 +0.2%
FMP
917
Financial Management Professionals
Texas
$18K -$1.65K -34 -8%
CIA
918
Cape Investment Advisory
Georgia
$17.5K +$17.5K +365 New
AF
919
Arrow Financial
New York
$17.3K – – –
BSC
920
Brown Shipley & Co
United Kingdom
$17.1K +$17.1K +350 New
MHR
921
Matthew Hamilton Rosenberg
$15.3K – – –
TPCW
922
TD Private Client Wealth
New York
$15.3K -$1.73K -36 -10%
BC
923
Barrett & Company
Rhode Island
$14.4K – – –
BWP
924
Baldwin Wealth Partners
Massachusetts
$14.4K – – –
CYG
925
Clean Yield Group
Vermont
$14.4K – – –
35 36
37
38 39