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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 %
CAM
1001
Carret Asset Management
New York
$295K – – –
SIMG
1002
Stephens Investment Management Group
Texas
$295K – – –
CPO
1003
Cerity Partners OCIO
New York
$295K +$4.14K +30 +1%
FMTC
1004
Farmers & Merchants Trust Company
California
$294K – – –
PM
1005
Pembroke Management
Quebec, Canada
$294K +$294K +1,690 New
WFA
1006
WMG Financial Advisors
Tennessee
$294K +$294K +2,130 New
PSUF
1007
People's United Financial
Connecticut
$293K -$17.9K -130 -6%
BCM
1008
Bourgeon Capital Management
Connecticut
$293K – – –
FVWA
1009
Foster Victor Wealth Advisors
South Carolina
$292K – – –
PCM
1010
Pennsylvania Capital Management
Pennsylvania
$292K – – –
TCWM
1011
Total Clarity Wealth Management
Illinois
$291K -$12.4K -90 -4%
EWM
1012
Elite Wealth Management
Washington
$288K -$88.2K -640 -23%
SCA
1013
Spearhead Capital Advisors
Florida
$288K +$24.8K +180 +9%
MA
1014
MONECO Advisors
Connecticut
$285K -$38.9K -480 -12%
PA
1015
PSI Advisors
Florida
$285K -$4.13K -30 -1%
ARC
1016
Advisor Resource Council
Texas
$285K +$285K +2,070 New
SFS
1017
Summit Financial Strategies
Ohio
$284K – – –
GSC
1018
Ground Swell Capital
South Carolina
$284K +$284K +2,060 New
RC
1019
RegentAtlantic Capital
New Jersey
$281K -$16.5K -120 -6%
WWA
1020
WC Walker & Associates
California
$280K -$152K -1,380 -35%
PFA
1021
Professional Financial Advisors
Nebraska
$278K -$1.38K -10 -0.5%
PFA
1022
Paradigm Financial Advisors
Missouri
$278K – – –
AWM
1023
Avior Wealth Management
Nebraska
$278K – – –
GG
1024
Gleason Group
Kentucky
$276K – – –
PFA
1025
Pettinga Financial Advisors
Indiana
$275K -$68.8K -500 -20%
39 40
41
42 43