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Shopify

1,221 hedge funds and large institutions have $104B invested in Shopify in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 497 increasing their positions, 356 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
+17
Holders Change %
+1.41%
% of All Funds
21.44%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.44%
New
122
Increased
497
Reduced
356
Closed
92
Calls
$10.6B
Puts
$11.2B
Net Calls
-$561M
Net Calls Change
-$1.78B
Name Holding Trade Value Shares
Change
Shares
Change %
FFS
1001
Founders Financial Securities
Maryland
$252K -$1.4M -10,370 -85%
GIP
1002
Granite Investment Partners
California
$252K +$6.77K +50 +3%
I
1003
INVST
Indiana
$251K +$2.71K +20 +1%
KCM
1004
Kathmere Capital Management
Pennsylvania
$251K +$43.4K +320 +21%
DI
1005
Diligent Investors
California
$250K
OGC
1006
Oak Grove Capital
New Hampshire
$247K +$247K +1,820 New
PP
1007
Pacifica Partners
Canada
$245K +$43.2K +300 +21%
AIP
1008
Ahrens Investment Partners
Louisiana
$243K -$20.4K -150 -8%
GFS
1009
GYL Financial Synergies
Connecticut
$243K -$1.36K -10 -0.6%
HGWM
1010
Horst & Graben Wealth Management
Oregon
$243K
OWA
1011
Octavia Wealth Advisors
Ohio
$243K
ODG
1012
O'Dell Group
Ohio
$240K
HCM
1013
Howland Capital Management
Massachusetts
$240K
PC
1014
Pecaut & Co
Iowa
$240K +$1.36K +10 +0.6%
GI
1015
Gradient Investments
Minnesota
$239K +$8.15K +60 +4%
TW
1016
Transform Wealth
Colorado
$236K -$8.14K -60 -3%
SIC
1017
Sigma Investment Counselors
Michigan
$236K -$6.78K -50 -3%
MW
1018
Marcum Wealth
Ohio
$236K -$5.43K -40 -2%
AI
1019
ArchPoint Investors
Florida
$236K +$236K +1,740 New
NAS
1020
Nicolet Advisory Services
Wisconsin
$235K -$136K -1,000 -37%
CG
1021
Colony Group
Massachusetts
$235K +$235K +1,730 New
OWA
1022
One Wealth Advisors
California
$233K
AIA
1023
Avalon Investment & Advisory
Texas
$232K +$232K +1,710 New
ZIC
1024
ZWJ Investment Counsel
Georgia
$230K
MSFP
1025
Mark Sheptoff Financial Planning
Connecticut
$230K