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Overview Fund Activity

1,142 hedge funds and large institutions have $51.9B invested in Shopify in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 501 increasing their positions, 361 reducing their positions, and 339 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,142
Holders Change
-200
Holders Change %
-14.9%
% of All Funds
18.07%
Holding in Top 10
50
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-41.18%
% of All Funds
0.79%
New
152
Increased
501
Reduced
361
Closed
339
Calls
$14.5B
Puts
$7.36B
Net Calls
+$7.15B
Net Calls Change
+$3.92B

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$837M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$613M
3
Sands Capital Management
Sands Capital Management
Virginia
+$490M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$391M
5
Capital International Investors
Capital International Investors
California
+$380M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.39B
2
Jennison Associates
Jennison Associates
New York
-$1.23B
3
Capital World Investors
Capital World Investors
California
-$947M
4
ECU
Egerton Capital (UK)
United Kingdom
-$577M
5
UBS AM
UBS AM
Illinois
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
1001
Vestor Capital
Illinois
$55K – – –
1IA
1002
1834 Investment Advisors
Wisconsin
$54K -$16.2K -240 -23%
PP
1003
PrairieView Partners
Minnesota
$54K – – –
KSWA
1004
Kathleen S. Wright Associates
Pennsylvania
$53K +$50.3K +740 +1,850%
Lazard Asset Management
1005
Lazard Asset Management
New York
$52K +$52K +780 New
GI
1006
Gradient Investments
Minnesota
$51K -$69.8K -1,040 -58%
DHGWA
1007
Dixon Hughes Goodman Wealth Advisors
North Carolina
$51K – – –
RA
1008
Rise Advisors
New York
$51K – – –
CWP
1009
Concord Wealth Partners
Virginia
$51K +$24.5K +360 +92%
EIP
1010
Ellis Investment Partners
Pennsylvania
$51K +$45.6K +680 +850%
TLCM
1011
Twin Lakes Capital Management
California
$51K +$51K +750 New
WR
1012
WD Rutherford
Oregon
$50K -$868K -12,850 -95%
TF
1013
TimeScale Financial
Massachusetts
$49K – – –
KFI
1014
Key Financial Inc
Pennsylvania
$48K +$29.7K +440 +163%
HNWAG
1015
High Net Worth Advisory Group
Florida
$47K – – –
LFA
1016
Level Financial Advisors
New York
$47K +$6.71K +100 +17%
LWP
1017
Lumature Wealth Partners
Georgia
$47K +$8.06K +120 +21%
T
1018
TCWP
Ohio
$47K +$47K +710 New
AWM
1019
Activest Wealth Management
Florida
$45K +$32.7K +480 +267%
TPCW
1020
TD Private Client Wealth
New York
$44.6K -$62.9K -930 -58%
TWM
1021
Tradition Wealth Management
Minnesota
$44K +$8.12K +120 +23%
DAC
1022
Dividend Assets Capital
South Carolina
$43K – – –
MW
1023
Milestone Wealth
New York
$43K – – –
VNA
1024
Valley National Advisers
Pennsylvania
$43K +$34.3K +510 +392%
SFFS
1025
Stonehage Fleming Financial Services
Jersey
$41K – – –
39 40
41
42 43