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Shopify
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Overview Fund Activity

1,342 hedge funds and large institutions have $107B invested in Shopify in 2021 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 520 increasing their positions, 374 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
+121
Holders Change %
+9.91%
% of All Funds
20.73%
Holding in Top 10
85
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.66%
% of All Funds
1.31%
New
240
Increased
520
Reduced
374
Closed
101
Calls
$14.5B
Puts
$11.3B
Net Calls
+$3.23B
Net Calls Change
+$3.8B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$941M
2
UBS AM
UBS AM
Illinois
+$823M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$300M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$254M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$249M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$392M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$373M
3
AIM
ARK Investment Management
Florida
-$286M
4
SG Americas Securities
SG Americas Securities
New York
-$214M
5
Morgan Stanley
Morgan Stanley
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
926
Chicago Trust
Illinois
$372K – – –
GC
927
GFG Capital
Florida
$371K – – –
WAAG
928
Wealth Alliance Advisory Group
Kansas
$369K – – –
NIG
929
NFJ Investment Group
Texas
$366K -$308K -2,240 -46%
OCM
930
Octahedron Capital Management
California
$366K +$366K +2,660 New
CCM
931
Covington Capital Management
California
$362K +$13.8K +100 +4%
CG
932
Colony Group
Massachusetts
$362K +$124K +900 +52%
PA
933
Procyon Advisors
Connecticut
$362K +$362K +2,630 New
CAG
934
Csenge Advisory Group
Florida
$361K -$36.4K -250 -9%
DLA
935
Douglas Lane & Associates
New York
$361K +$5.51K +40 +2%
CAL
936
Capital Analysts LLC
Pennsylvania
$358K – – –
4WM
937
4J Wealth Management
Virginia
$358K +$8.26K +60 +2%
SBWIC
938
Schaper Benz & Wise Investment Counsel
Wisconsin
$357K – – –
GPA
939
Guerra Pan Advisors
New Jersey
$357K +$357K +2,590 New
AWS
940
AJ Wealth Strategies
New York
$354K -$1.38K -10 -0.4%
GG
941
Gofen & Glossberg
Illinois
$353K +$8.27K +60 +2%
TSWM
942
Tyler-Stone Wealth Management
Ohio
$353K +$353K +2,560 New
BAS
943
Brown Advisory Securities
Maryland
$352K -$210K -1,530 -37%
FA
944
Fiducient Advisors
Illinois
$351K – – –
CPC
945
Congress Park Capital
New York
$351K +$34.4K +250 +11%
ARG
946
Advisory Resource Group
Oklahoma
$351K +$85.8K +890 +32%
H
947
HoyleCohen
California
$347K +$75.7K +550 +28%
VWA
948
Visionary Wealth Advisors
Illinois
$346K +$17.9K +130 +5%
PWS
949
Private Wealth Strategies
Ohio
$345K – – –
IA
950
Insight Advisors
Pennsylvania
$344K – – –
36 37
38
39 40