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 %
RBC
951
Rye Brook Capital
Connecticut
$204K +$204K +2,620 New
FM
952
Family Management
New York
$203K +$203K +2,600 New
JFG
953
Jefferies Financial Group
New York
$202K +$202K +2,596 New
SBWIC
954
Schaper Benz & Wise Investment Counsel
Wisconsin
$202K +$202K +2,590 New
GPA
955
Guerra Pan Advisors
New Jersey
$201K +$201K +2,585 New
IEFM
956
IQ EQ Fund Management
Ireland
$201K +$201K +2,582 New
WJA
957
Willis Johnson & Associates
Texas
$201K +$201K +2,579 New
WP
958
WealthPLAN Partners
Nebraska
$200K +$200K +2,570 New
AAP
959
Arax Advisory Partners
Colorado
$199K -$13.9K -179 -7%
PMFA
960
Plante Moran Financial Advisors
Michigan
$197K +$131K +1,682 +198%
ECM
961
EMC Capital Management
Texas
$195K – – –
GM
962
GeoWealth Management
Illinois
$193K +$193K +2,483 New
Mitsubishi UFJ Asset Management
963
Mitsubishi UFJ Asset Management
Japan
$188K -$29.5K -411 -14%
ATFA
964
All Terrain Financial Advisors
Minnesota
$180K +$180K +2,305 New
HCM
965
Hollencrest Capital Management
California
$178K – – –
MTIM
966
Marathon Trading Investment Management
Pennsylvania
$178K -$37.6K -483 -17%
T
967
Tidemark
California
$174K +$174K +2,233 New
PP
968
Pacifica Partners
Canada
$173K +$41.1K +550 +31%
NL
969
NVWM LLC
Pennsylvania
$172K -$779 -10 -0.5%
PAI
970
Pittenger & Anderson Inc
Nebraska
$169K – – –
PP
971
PFS Partners
New Jersey
$168K – – –
VWM
972
Valley Wealth Managers
New Jersey
$167K – – –
JPWM
973
Jamison Private Wealth Management
Georgia
$164K -$64.7K -830 -28%
GWS
974
Glassman Wealth Services
Virginia
$158K +$7.25K +93 +5%
NECFA
975
New England Capital Financial Advisors
Connecticut
$157K – – –
37 38
39
40 41