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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 %
SFA
976
Sequoia Financial Advisors
Ohio
$317K +$317K +2,300 New
TBA
977
Tower Bridge Advisors
Pennsylvania
$317K -$41.3K -300 -12%
MW
978
Marcum Wealth
Ohio
$314K +$74.4K +540 +31%
AC
979
ASB Consultores
Florida
$313K +$313K +2,270 New
HI
980
Harrington Investments
California
$311K -$117K -850 -27%
FAM
981
Fulcrum Asset Management
United Kingdom
$311K -$311K – –
TPA
982
Trivium Point Advisory
Connecticut
$310K -$4.13K -30 -1%
AIP
983
Almanack Investment Partners
Pennsylvania
$310K +$2.76K +20 +0.9%
SEIA
984
Signature Estate & Investment Advisors
California
$310K +$44.1K +320 +17%
IHL
985
Investment House LLC
California
$309K – – –
NDSI
986
Newman Dignan & Sheerar Inc
Rhode Island
$309K +$2.76K +20 +0.9%
LFA
987
Landmark Financial Advisors
Kentucky
$306K +$306K +2,220 New
BMCM
988
Burns Matteson Capital Management
New York
$304K -$11K -80 -3%
DFA
989
Delta Financial Advisors
Louisiana
$304K – – –
MCM
990
Maryland Capital Management
Maryland
$302K +$302K +2,190 New
SEP
991
Southland Equity Partners
Missouri
$300K – – –
TFGT
992
TS Financial Group (TSFG)
Illinois
$300K -$179K -1,300 -37%
EWM
993
Executive Wealth Management
Michigan
$300K -$2.75K -20 -0.9%
WP
994
WealthPLAN Partners
Nebraska
$300K +$4.82K +50 +2%
FNC
995
First National Corp
Massachusetts
$299K – – –
AWE
996
Avidian Wealth Enterprises
Texas
$299K – – –
FH
997
FWG Holdings
Florida
$299K +$83.3K +900 +39%
TIM
998
Total Investment Management
Arizona
$299K +$299K +2,170 New
MTC
999
McDaniel Terry & Co
Texas
$296K – – –
QCIG
1000
Quad-Cities Investment Group
Iowa
$296K +$296K +2,150 New
38 39
40
41 42