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Shopify

1,208 hedge funds and large institutions have $111B invested in Shopify in 2021 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 487 increasing their positions, 358 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 89

36% more repeat investments, than reductions

Existing positions increased: 487 | Existing positions reduced: 358

34% more capital invested

Capital invested by funds: $83B → $111B (+$28.5B)

23% more funds holding in top 10

Funds holding in top 10: 6985 (+16)

12% more call options, than puts

Call options by funds: $11.4B | Put options by funds: $10.2B

5.8% more ownership

Funds ownership: 669.21%675.01% (+5.8%)

5% more funds holding

Funds holding: 1,1531,208 (+55)

Holders
1,208
Holders Change
+55
Holders Change %
+4.77%
% of All Funds
21.03%
Holding in Top 10
85
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.19%
% of All Funds
1.48%
New
155
Increased
487
Reduced
358
Closed
89
Calls
$11.4B
Puts
$10.2B
Net Calls
+$1.21B
Net Calls Change
+$4.23B
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
951
Triton Wealth Management
Arizona
$298K +$246K +2,000 New
PFA
952
Paradigm Financial Advisors
Missouri
$295K
CP
953
Cumberland Partners
Ontario, Canada
$293K -$123K -1,000 -33%
GG
954
Gleason Group
Kentucky
$292K
SAMT
955
Select Asset Management & Trust
Pennsylvania
$292K
SFBLI
956
Southern Farm Bureau Life Insurance
Mississippi
$292K
VCM
957
Vision Capital Management
Oregon
$292K
AWE
958
Avidian Wealth Enterprises
Texas
$292K +$246K +2,000 New
NL
959
NKCFO LLC
Illinois
$292K +$246K +2,000 New
TCWM
960
Total Clarity Wealth Management
Illinois
$286K +$77.6K +630 +47%
SSB
961
Sandy Spring Bank
Maryland
$285K
YMRC
962
Yorktown Management & Research Company
Virginia
$285K
FFA
963
First Foundation Advisors
California
$283K -$4.93K -40 -2%
AIP
964
Ahrens Investment Partners
Louisiana
$283K
SEIA
965
Signature Estate & Investment Advisors
California
$282K -$28.3K -230 -11%
HB
966
Homrich & Berg
Georgia
$282K +$14.8K +120 +7%
PSUF
967
People's United Financial
Connecticut
$281K
KFP
968
KB Financial Partners
New Jersey
$279K -$1.23K -10 -0.5%
HIM
969
Hanlon Investment Management
New Jersey
$278K
LA
970
Legacy Advisors
Pennsylvania
$278K
ARC
971
Advisor Resource Council
Texas
$278K +$234K +1,900 New
SQA
972
Simon Quick Advisors
New Jersey
$276K -$37K -300 -14%
AWA
973
Arete Wealth Advisors
Illinois
$276K +$434K +3,520 +67%
RWA
974
Redhawk Wealth Advisors
Minnesota
$273K +$7.39K +60 +3%
HCM
975
Hollencrest Capital Management
California
$272K -$11.1K -90 -5%

SHOP Hedge Fund Activity: Q2 2021 in Review

1,208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q2 2021, worth a combined $111B — up 34% from $83B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHOP positions and 89 closed out — a net gain of 66 holders — while 487 added to existing stakes and 358 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.44B. The largest seller was Capital World Investors, cutting an estimated $1.13B.

  • 1,208 institutional investors held Shopify (SHOP) as of Q2 2021, up from 1,153 in Q1 2021.
  • Funds reported $111B of Shopify stock for Q2 2021, up 34% quarter-over-quarter.
  • 155 funds opened new Shopify positions in Q2 2021 and 89 closed out, a net change of +66 holders.
  • The largest Shopify buyer in Q2 2021 was Capital Research Global Investors, an estimated $1.44B added.
  • The largest Shopify seller in Q2 2021 was Capital World Investors, an estimated $1.13B sold.

Based on aggregated 13F filings for Q2 2021.