SHOP icon

Shopify
SHOP

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 %
GA
1026
GoalVest Advisory
New York
$39K +$39K +580 New
CHA
1027
Carmichael Hill & Associates
Maryland
$38K +$16.3K +240 +75%
PMFA
1028
Plante Moran Financial Advisors
Michigan
$37K -$2.06K -30 -5%
EI
1029
Ellevest Inc
New York
$37K – – –
MGIM
1030
M&G Investment Management
United Kingdom
$35.7K +$220 +3,260 +0.6%
BWA
1031
BDO Wealth Advisors
Florida
$35K -$1.35K -20 -4%
RCM
1032
Raleigh Capital Management
North Carolina
$35K – – –
CFO
1033
CVA Family Office
Colorado
$34K -$21.8K -320 -39%
SCA
1034
Sandy Cove Advisors
Massachusetts
$34K +$3.4K +50 +11%
EWA
1035
EverSource Wealth Advisors
Alabama
$32K -$6.81K -100 -18%
NSB
1036
Norway Savings Bank
Maine
$30K – – –
POIA
1037
Pin Oak Investment Advisors
Texas
$27K – – –
TFS
1038
TrustCore Financial Services
Tennessee
$27K +$3.38K +50 +14%
CFN
1039
Cordasco Financial Network
Florida
$26K – – –
RDIA
1040
RE Dickinson Investment Advisors
Iowa
$26K +$4.11K +60 +19%
GI
1041
GS Investments
Minnesota
$25K +$2.32K +50 +10%
FCA
1042
FinTrust Capital Advisors
South Carolina
$24K -$139K -2,030 -85%
AF
1043
Arrow Financial
New York
$24K – – –
FMII
1044
Farmers & Merchants Investments Inc
Nebraska
$24K – – –
PWC
1045
PYA Waltman Capital
Tennessee
$23K – – –
CSB
1046
City State Bank
Iowa
$23K +$13.5K +200 +143%
HPC
1047
HM Payson & Co
Maine
$22K -$37.8K -550 -63%
BEI
1048
Benjamin Edwards Inc
Missouri
$22K -$5.33K -80 -20%
RG
1049
Retirement Group
California
$22K +$2.75K +40 +14%
IWP
1050
IAG Wealth Partners
Wisconsin
$22K +$13.3K +200 +154%
40 41
42
43 44