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Overview Fund Activity

1,067 hedge funds and large institutions have $42.6B invested in Shopify in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 388 increasing their positions, 376 reducing their positions, and 135 closing their positions.

Holders
1,067
Holders Change
-48
Holders Change %
-4.3%
% of All Funds
17.01%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.53%
New
96
Increased
388
Reduced
376
Closed
135
Calls
$1.95B
Puts
$1.97B
Net Calls
-$13.2M
Net Calls Change
+$397M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.59B
2
Coatue Management
2
Coatue Management
New York
$306M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$596M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.97B
5
BlackRock
5
BlackRock
New York
$364M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$281M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.34B
3
Morgan Stanley
3
Morgan Stanley
New York
$3.25B
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$3.42B
5
SM
5
SCGE Management
California
$322M
Name Market Value Shares Shares
Change 		Shares
Change %
TLCM
1001
Twin Lakes Capital Management
California
$8.19K 150 – –
SA
1002
SRH Advisors
Kansas
$7.64K 140 – –
FSWA
1003
Financial Synergies Wealth Advisors
Texas
$7.1K 130 – –
AP
1004
Arlington Partners
Alabama
$6.88K 126 – –
AT
1005
Arlington Trust
Alabama
$6.88K 126 +126 New
GC
1006
Gould Capital
Washington
$6.75K 125 – –
IPW
1007
Impact Partnership Wealth
Georgia
$6.6K 121 +1 +0.8%
BIA
1008
Bell Investment Advisors
California
$6.17K 113 -2 -2%
SFCL
1009
Strengthening Families & Communities LLC
Massachusetts
$6K 110 +110 New
DCBT
1010
Dakota Community Bank & Trust
North Dakota
$5.78K 106 – –
HFM
1011
Hartford Financial Management
Connecticut
$5.46K 100 -100 -50%
MFG
1012
Mendota Financial Group
Wisconsin
$5.46K 100 – –
LOIP
1013
Live Oak Investment Partners
Texas
– – – –
TCM
1014
Tradewinds Capital Management
Washington
$5.46K 100 – –
GTAM
1015
Global Trust Asset Management
Florida
$5.46K 100 +100 New
AA
1016
Addison Advisors
Vermont
$5.4K 99 +99 New
CWM
1017
CarsonAllaria Wealth Management
Illinois
$5.18K 95 -1,000 -91%
ST
1018
Smithfield Trust
Pennsylvania
$5K 100 – –
SIS
1019
Sound Income Strategies
Florida
$4.91K 90 – –
AIC
1020
Archer Investment Corporation
Indiana
$4.91K 90 – –
PS
1021
PayPay Securities
Japan
$4.75K 87 +63 +263%
BHWM
1022
Beaird Harris Wealth Management
Texas
$4.64K 85 – –
GBT
1023
Grove Bank & Trust
Florida
$4.53K 83 +83 New
CMBA
1024
C.M. Bidwell & Associates
Hawaii
$4.37K 80 – –
SFA
1025
Semmax Financial Advisors
North Carolina
$3.87K 62 +62 New
39 40
41
42 43