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Shopify
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Overview Fund Activity

1,200 hedge funds and large institutions have $67.2B invested in Shopify in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 364 increasing their positions, 413 reducing their positions, and 105 closing their positions.

Holders
1,200
Holders Change
+133
Holders Change %
+12.46%
% of All Funds
17.6%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
0.59%
New
249
Increased
364
Reduced
413
Closed
105
Calls
$3.83B
Puts
$2.96B
Net Calls
+$868M
Net Calls Change
+$881M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.18B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.63B
3
Capital World Investors
3
Capital World Investors
California
$3.07B
4
GQG Partners
4
GQG Partners
Florida
$547M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$433M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.98B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.2B
3
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$380M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$40.1M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$38.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PIS
1001
POM Investment Strategies
North Carolina
$108K 1,380 +1,380 New
AW
1002
Avion Wealth
Texas
$107K 1,376 +40 +3%
PCWA
1003
Pacific Capital Wealth Advisors
California
$107K 1,370 +1,370 New
VNA
1004
Valley National Advisers
Pennsylvania
$103K 1,330 +37 +3%
KFS
1005
Kelly Financial Services
Massachusetts
$102K 1,307 +77 +6%
WTC
1006
WhitTier Trust Company
Nevada
$102K 1,303 -35 -3%
BONH
1007
Bank of New Hampshire
New Hampshire
$101K 1,300 – –
HWA
1008
HHM Wealth Advisors
Tennessee
$98.2K 1,261 +11 +0.9%
TFA
1009
Toth Financial Advisory
Virginia
$97.4K 1,250 -128 -9%
CFG
1010
CKW Financial Group
Hawaii
$95K 1,220 – –
MME
1011
Meag Munich Ergo
Germany
$92.5K 1,182 -710 -38%
TFIPS
1012
Towarzystwo Funduszy Inwestycyjnych PZU SA
$89.5K 1,150 +1,150 New
SWM
1013
Sugarloaf Wealth Management
Georgia
$87.2K 1,120 – –
OSNBOA
1014
Old Second National Bank of Aurora
Illinois
$86.5K 1,110 – –
CFO
1015
CVA Family Office
Colorado
$85.9K 1,103 +1,103 New
RAM
1016
Ramirez Asset Management
New York
$85.7K 1,100 +1,100 New
OCM
1017
Orion Capital Management
California
$85.3K 1,095 -125 -10%
SIS
1018
Sound Income Strategies
Florida
$84.9K 1,090 +1,000 +1,111%
FFA
1019
First Foundation Advisors
California
$84K 1,078 +1,078 New
SFFS
1020
Stonehage Fleming Financial Services
Jersey
$81.8K 1,050 -3,400 -76%
PFP
1021
Pinnacle Financial Partners
Tennessee
$81.8K 1,050 – –
CTC
1022
Central Trust Company
Missouri
$79.6K 1,022 +118 +13%
FMTCOCP
1023
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$78K 1,000 – –
TCOV
1024
Trust Company of Vermont
Vermont
$77.9K 1,000 – –
NSIM
1025
North Star Investment Management
Illinois
$77.9K 1,000 – –
39 40
41
42 43