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Shopify
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Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.01B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$723M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.17B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.5B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.65B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$3.05B
2
Sands Capital Management
Sands Capital Management
Virginia
$1.06B
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$4.23B
4
AIM
ARK Investment Management
Florida
$573M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$611M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
976
Bourgeon Capital Management
Connecticut
$48.5K – – –
DF
977
DecisionPoint Financial
Arizona
$48.5K – – –
BEI
978
Benjamin Edwards Inc
Missouri
$48K -$768 -12 -2%
NC
979
NewSquare Capital
Pennsylvania
$47.8K -$13K -201 -21%
BWA
980
BDO Wealth Advisors
Florida
$47.8K +$15.5K +240 +48%
WTA
981
Washington Trust Advisors
Massachusetts
$47.5K -$1.36K -21 -3%
QPBE
982
Quintet Private Bank (Europe)
Luxembourg
$44.4K +$518 +8 +1%
SFG
983
Steward Financial Group
Texas
$44K +$44K +688 New
AIM
984
Anchor Investment Management
South Carolina
$42.5K -$258K -3,999 -86%
CAS
985
Coppell Advisory Solutions
Texas
$42.1K +$42.1K +659 New
PCC
986
Park Circle Company
Maryland
$42K – – –
GA
987
GoalVest Advisory
New York
$41.8K – – –
JFGIW
988
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41.3K – – –
SN
989
Sittner & Nelson
Oregon
$41K +$2.2K +34 +6%
PPC
990
Park Place Capital
Alabama
$38.9K +$3.04K +47 +8%
CWP
991
Concord Wealth Partners
Virginia
$38.8K – – –
CHA
992
Carmichael Hill & Associates
Maryland
$34.6K +$65 +1 +0.2%
RCM
993
Raleigh Capital Management
North Carolina
$33.6K -$7.49K -116 -18%
MFA
994
McClarren Financial Advisors
Pennsylvania
$33K – – –
HFS
995
HBC Financial Services
Washington
$33K +$33K +500 New
AFS
996
Annapolis Financial Services
Maryland
$32.6K – – –
OPTFSNA
997
Old Point Trust & Financial Services N A
Virginia
$32.3K +$32.3K +500 New
CMP
998
Coston McIsaac & Partners
Maine
$32K – – –
GI
999
GS Investments
Minnesota
$29.2K +$1.62K +25 +6%
JWM
1000
Janiczek Wealth Management
Colorado
$28.7K – – –
38 39
40
41 42