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Shopify
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Overview Fund Activity

1,150 hedge funds and large institutions have $82.9B invested in Shopify in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 488 increasing their positions, 344 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
+27
Holders Change %
+2.4%
% of All Funds
20.25%
Holding in Top 10
69
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8%
% of All Funds
1.22%
New
159
Increased
488
Reduced
344
Closed
118
Calls
$4.93B
Puts
$7.95B
Net Calls
-$3.02B
Net Calls Change
-$2.1B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.3B
2
AIM
ARK Investment Management
Florida
+$656M
3
Sands Capital Management
Sands Capital Management
Virginia
+$434M
4
Jennison Associates
Jennison Associates
New York
+$400M
5
Millennium Management
Millennium Management
New York
+$382M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.05B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$477M
3
Capital World Investors
Capital World Investors
California
-$437M
4
Fidelity International
Fidelity International
Bermuda
-$411M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$405M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
1001
Optimum Investment Advisors
Illinois
$156K +$27.7K +250 +22%
TIM
1002
Tortoise Investment Management
New York
$155K – – –
TFA
1003
Toth Financial Advisory
Virginia
$153K +$8.87K +80 +6%
TFM
1004
TFC Financial Management
Massachusetts
$150K – – –
TCWM
1005
Total Clarity Wealth Management
Illinois
$147K +$147K +1,330 New
EDRH
1006
Edmond de Rothschild Holding
Switzerland
$141K +$4.44K +40 +3%
ACM
1007
Allred Capital Management
Texas
$136K +$136K +1,230 New
CFG
1008
CKW Financial Group
Hawaii
$134K – – –
MWP
1009
Meridian Wealth Partners
Pennsylvania
$134K +$29.9K +270 +29%
PP
1010
Pacifica Partners
Canada
$132K +$86.5K +760 +190%
FHA
1011
First Horizon Advisors
Tennessee
$131K +$50.6K +460 +63%
RFA
1012
Reilly Financial Advisors
California
$127K +$2.21K +20 +2%
GWS
1013
Glassman Wealth Services
Virginia
$124K +$14.4K +130 +13%
OSNBOA
1014
Old Second National Bank of Aurora
Illinois
$123K -$13.3K -120 -10%
LFG
1015
Larson Financial Group
Missouri
$122K -$24.4K -220 -17%
WB
1016
Webster Bank
Connecticut
$122K – – –
FPA
1017
First Pacific Advisors
California
$118K +$37.5K +340 +47%
FA
1018
Fortis Advisors
Pennsylvania
$111K -$55.5K -500 -33%
TCOV
1019
Trust Company of Vermont
Vermont
$111K – – –
TWA
1020
TCI Wealth Advisors
Arizona
$105K -$24.3K -220 -19%
AWM
1021
Avondale Wealth Management
Texas
$105K +$26.5K +240 +34%
FA
1022
Financial Avengers
California
$103K +$34.3K +310 +50%
NIC
1023
Northwest Investment Counselors
Oregon
$102K +$102K +920 New
AWM
1024
Avior Wealth Management
Nebraska
$101K +$38.4K +350 +61%
GI
1025
GS Investments
Minnesota
$100K -$5.56K -50 -5%
39 40
41
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