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Shopify
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Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$659M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$632M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$307M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$257M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$228M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$909M
2
Sands Capital Management
Sands Capital Management
Virginia
-$471M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$360M
4
AIM
ARK Investment Management
Florida
-$330M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
901
Brown Brothers Harriman & Co
New York
$200K -$4.26K -66 -2%
TSWM
902
Tyler-Stone Wealth Management
Ohio
$198K +$198K +3,060 New
MAM
903
Magellan Asset Management
Australia
$197K -$21.3K -329 -10%
CCM
904
Chilton Capital Management
Texas
$194K – – –
PPWM
905
PFG Private Wealth Management
Florida
$181K -$82.6K -1,279 -31%
GFPC
906
Global Financial Private Client
Florida
$175K – – –
FA
907
Fiduciary Alliance
South Carolina
$163K +$163K +2,517 New
HCM
908
Hollencrest Capital Management
California
$160K -$12.1K -188 -7%
FWM
909
Focused Wealth Management
New York
$157K -$77.5K -1,200 -33%
TWM
910
Tradition Wealth Management
Minnesota
$154K +$12K +185 +8%
SFFS
911
Stonehage Fleming Financial Services
Jersey
$153K -$10.3K -300 -6%
ATFA
912
All Terrain Financial Advisors
Minnesota
$149K +$149K +2,305 New
PP
913
PFS Partners
New Jersey
$140K – – –
VWM
914
Valley Wealth Managers
New Jersey
$139K – – –
WP
915
WealthPLAN Partners
Nebraska
$135K -$32.3K -500 -19%
NECFA
916
New England Capital Financial Advisors
Connecticut
$130K -$64.6K -1,000 -33%
GG
917
Gleason Group
Kentucky
$129K – – –
BCV
918
Banque Cantonale Vaudoise
Switzerland
$129K +$115K +1,786 +812%
BCMLT
919
Beacon Capital Management LLC (Tennessee)
Tennessee
$128K +$7.43K +115 +6%
TFGT
920
TS Financial Group (TSFG)
Illinois
$126K – – –
NL
921
NVWM LLC
Pennsylvania
$124K +$19.4K +300 +19%
MME
922
Meag Munich Ergo
Germany
$122K +$122K +1,892 New
PP
923
Pacifica Partners
Canada
$119K -$29.6K -460 -20%
MA
924
MCF Advisors
Kentucky
$119K – – –
TIM
925
Tortoise Investment Management
New York
$116K – – –
35 36
37
38 39