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Shopify
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Overview Fund Activity

1,016 hedge funds and large institutions have $36.8B invested in Shopify in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 355 increasing their positions, 332 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,016
Holders Change
+52
Holders Change %
+5.39%
% of All Funds
16.26%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
167
Increased
355
Reduced
332
Closed
97
Calls
$1.68B
Puts
$1.82B
Net Calls
-$140M
Net Calls Change
-$353M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$924M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$253M
3
Capital International Investors
Capital International Investors
California
$697M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1B
5
Fidelity International
Fidelity International
Bermuda
$567M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
$153M
2
Holocene Advisors
Holocene Advisors
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$189M
4
HCM
HMI Capital Management
California
$0
5
Barclays
Barclays
United Kingdom
$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
1001
Institutional & Family Asset Management
Colorado
$1.44K – – –
LG
1002
LAM Group
Oregon
$1.44K – – –
NSG
1003
Nalls Sherbakoff Group
Tennessee
$1.4K +$1.4K +30 New
MBFW
1004
Morton Brown Family Wealth
Pennsylvania
$1.29K +$1.29K +27 New
GCS
1005
Gordian Capital (Singapore)
Singapore
$1K – – –
DWA
1006
Delos Wealth Advisors
Texas
$959 -$10.5K -220 -92%
IRC
1007
Investors Research Corp
Georgia
$959 – – –
MIM
1008
Macroview Investment Management
Maryland
$480 – – –
TAM
1009
Tucker Asset Management
Colorado
$479 – – –
GFWA
1010
Grey Fox Wealth Advisors
Delaware
$479 +$479 +10 New
PO
1011
Private Ocean
California
$479 +$479 +10 New
Kayne Anderson Rudnick Investment Management
1012
Kayne Anderson Rudnick Investment Management
California
$431 +$431 +9 New
BCM
1013
Blume Capital Management
California
$384 – – –
HS
1014
Horan Securities
United States
$383 -$3.83K -80 -91%
BA
1015
Bellwether Advisors
Nebraska
$335 +$335 +7 New
TWD
1016
True Wealth Design
Ohio
$240 – – –
Holocene Advisors
1017
Holocene Advisors
New York
– -$174M -5,019,839 Closed
HCM
1018
HMI Capital Management
California
– -$169M -4,868,828 Closed
TC
1019
TwinBeech Capital
New York
– -$38.8M -1,119,131 Closed
Jennison Associates
1020
Jennison Associates
New York
– -$32.3M -930,733 Closed
Parallax Volatility Advisers
1021
Parallax Volatility Advisers
California
– -$16.2M -466,782 Closed
JCM
1022
JS Capital Management
New York
– -$14.6M -420,000 Closed
AAMU
1023
AEGON Asset Management (UK)
United Kingdom
– -$12.5M -360,859 Closed
CS
1024
Clear Street
New York
– -$11.8M -340,000 Closed
SGM
1025
Skye Global Management
Florida
– -$11.6M -334,500 Closed
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