SHOP icon

Shopify
SHOP

Overview Fund Activity

1,200 hedge funds and large institutions have $67.2B invested in Shopify in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 364 increasing their positions, 413 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,200
Holders Change
+133
Holders Change %
+12.46%
% of All Funds
17.6%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
0.59%
New
249
Increased
364
Reduced
413
Closed
105
Calls
$3.83B
Puts
$2.96B
Net Calls
+$868M
Net Calls Change
+$881M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.18B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.63B
3
Capital World Investors
3
Capital World Investors
California
$3.07B
4
GQG Partners
4
GQG Partners
Florida
$547M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$433M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.98B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.2B
3
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$380M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$40.1M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAAG
901
Wealth Alliance Advisory Group
Kansas
$244K +$244K +3,130 New
MMA
902
Miracle Mile Advisors
California
$244K -$76K -976 -24%
BWA
903
Blodgett Wealth Advisors
California
$243K +$243K +3,125 New
ADL
904
Asset Dedication LLC
California
$243K +$5.45K +70 +2%
CIA
905
Capital Investment Advisors
Georgia
$243K -$192K -2,466 -44%
BBHC
906
Brown Brothers Harriman & Co
New York
$241K -$1.64K -21 -0.7%
HFP
907
Holistic Financial Partners
Indiana
$241K -$205K -2,631 -46%
GA
908
GFS Advisors
Texas
$240K +$240K +3,077 New
LWM
909
Laidlaw Wealth Management
New York
$240K -$76.8K -986 -24%
EWM
910
Elite Wealth Management
Washington
$239K +$239K +3,065 New
CIEP
911
Constellation Investimentos e Participacoes
Brazil
$238K +$238K +3,061 New
STA
912
Summit Trail Advisors
New York
$237K -$376K -4,830 -61%
MAM
913
Magellan Asset Management
Australia
$237K – – –
SWS
914
SYSTM Wealth Solutions
Illinois
$237K -$661K -8,482 -74%
CFS
915
CRA Financial Services
New Jersey
$236K +$236K +3,030 New
DIM
916
DLK Investment Management
California
$236K +$236K +3,030 New
WWM
917
WT Wealth Management
Arizona
$235K +$235K +3,019 New
CCM
918
Chilton Capital Management
Texas
$234K – – –
NPA
919
Nichols & Pratt Advisers
Massachusetts
$234K -$156K -2,000 -40%
WP
920
WealthSource Partners
California
$233K -$67.2K -862 -22%
ACIM
921
Azimuth Capital Investment Management
Michigan
$232K +$232K +2,978 New
FG
922
Formula Growth
Quebec, Canada
$231K -$6M -77,039 -96%
AFP
923
Ausdal Financial Partners
Iowa
$230K -$92.6K -1,189 -29%
TA
924
TFB Advisors
Kansas
$226K +$226K +2,900 New
AAM
925
Azzad Asset Management
Virginia
$225K +$225K +2,894 New
35 36
37
38 39