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Shopify

1,208 hedge funds and large institutions have $111B invested in Shopify in 2021 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 487 increasing their positions, 358 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 89

36% more repeat investments, than reductions

Existing positions increased: 487 | Existing positions reduced: 358

34% more capital invested

Capital invested by funds: $83B → $111B (+$28.5B)

23% more funds holding in top 10

Funds holding in top 10: 6985 (+16)

12% more call options, than puts

Call options by funds: $11.4B | Put options by funds: $10.2B

5.8% more ownership

Funds ownership: 669.21%675.01% (+5.8%)

5% more funds holding

Funds holding: 1,1531,208 (+55)

Holders
1,208
Holders Change
+55
Holders Change %
+4.77%
% of All Funds
21.03%
Holding in Top 10
85
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.19%
% of All Funds
1.48%
New
155
Increased
487
Reduced
358
Closed
89
Calls
$11.4B
Puts
$10.2B
Net Calls
+$1.21B
Net Calls Change
+$4.23B
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1026
Strid Group
Pennsylvania
$214K -$45.6K -370 -20%
EW
1027
Evoke Wealth
California
$213K +$155K +1,260 +630%
WT
1028
Whittier Trust
California
$212K -$118K -960 -40%
TC
1029
Truvestments Capital
Florida
$212K -$7.39K -60 -4%
EDRH
1030
Edmond de Rothschild Holding
Switzerland
$212K +$22.2K +180 +14%
LA
1031
LexAurum Advisors
Kansas
$212K +$179K +1,450 New
OAM
1032
Occidental Asset Management
California
$212K +$179K +1,450 New
IIA
1033
IPG Investment Advisors
California
$212K +$179K +1,450 New
PG
1034
Prostatis Group
Maryland
$212K +$179K +1,450 New
OCM
1035
Orion Capital Management
California
$210K
BFIM
1036
Beese Fulmer Investment Management
Ohio
$209K +$176K +1,430 New
HIC
1037
Holderness Investments Company
North Carolina
$209K +$176K +1,430 New
SBL
1038
Sargent Bickham Lagudis
Colorado
$207K
ACG
1039
Allen Capital Group
Nebraska
$206K +$174K +1,410 New
HW
1040
Hancock Whitney
Mississippi
$206K +$174K +1,410 New
TPCW
1041
TD Private Client Wealth
New York
$206K +$69K +560 +66%
TIM
1042
Tortoise Investment Management
New York
$205K
PMA
1043
Prudent Man Advisors
Illinois
$205K +$173K +1,400 New
W
1044
WealthOne
New York
$205K +$173K +1,400 New
WFA
1045
Wellspring Financial Advisors
Ohio
$205K +$173K +1,400 New
LAM
1046
LifePro Asset Management
California
$203K -$19M -154,120 -99%
CFA
1047
Carroll Financial Associates
North Carolina
$203K -$153K -1,240 -47%
FWM
1048
Frontier Wealth Management
Missouri
$203K +$171K +1,390 New
TFA
1049
Toth Financial Advisory
Virginia
$202K
PP
1050
Pacifica Partners
Canada
$202K +$29.6K +240 +21%

SHOP Hedge Fund Activity: Q2 2021 in Review

1,208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q2 2021, worth a combined $111B — up 34% from $83B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHOP positions and 89 closed out — a net gain of 66 holders — while 487 added to existing stakes and 358 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.44B. The largest seller was Capital World Investors, cutting an estimated $1.13B.

  • 1,208 institutional investors held Shopify (SHOP) as of Q2 2021, up from 1,153 in Q1 2021.
  • Funds reported $111B of Shopify stock for Q2 2021, up 34% quarter-over-quarter.
  • 155 funds opened new Shopify positions in Q2 2021 and 89 closed out, a net change of +66 holders.
  • The largest Shopify buyer in Q2 2021 was Capital Research Global Investors, an estimated $1.44B added.
  • The largest Shopify seller in Q2 2021 was Capital World Investors, an estimated $1.13B sold.

Based on aggregated 13F filings for Q2 2021.