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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 %
MSG
1026
Main Street Group
Virginia
$75.6K 970 +970 New
BTI
1027
Blue Trust Inc
Georgia
$73K 1,339 +1,129 +538%
WWM
1028
Wolff Wiese Magana
California
$72.1K 926 +76 +9%
GIP
1029
Greatmark Investment Partners
Georgia
$70.7K 908 +8 +0.9%
BBPWM
1030
Blue Bell Private Wealth Management
Pennsylvania
$69.7K 895 – –
RFG
1031
RFP Financial Group
Georgia
$69K 886 – –
JWM
1032
Janiczek Wealth Management
Colorado
$68.7K 882 +437 +98%
JWA
1033
JFS Wealth Advisors
Pennsylvania
$68.6K 880 +18 +2%
HWP
1034
Highline Wealth Partners
California
$66.2K 850 – –
HPC
1035
HM Payson & Co
Maine
$63.1K 810 +610 +305%
TCA
1036
Trifecta Capital Advisors
Illinois
$62.3K 800 -275 -26%
PCMC
1037
Planning Capital Management Corporation
Pennsylvania
$62.3K 800 +800 New
JAM
1038
JCIC Asset Management
Ontario, Canada
$60.8K 780 +100 +15%
GI
1039
Gradient Investments
Minnesota
$60.6K 778 – –
FUBT
1040
First United Bank & Trust
Maryland
$60.4K 775 +775 New
DF
1041
DecisionPoint Financial
Arizona
$58.4K 750 – –
BCM
1042
Bourgeon Capital Management
Connecticut
$58.4K 750 – –
First Manhattan
1043
First Manhattan
New York
$57.6K 740 +310 +72%
WTA
1044
Washington Trust Advisors
Massachusetts
$57.3K 736 – –
CJ
1045
Caitlin John
Michigan
$55.7K 715 +715 New
TC
1046
Truvestments Capital
Florida
$55.3K 710 -350 -33%
RIM
1047
Rockbridge Investment Management
New York
$54.7K 702 +702 New
VC
1048
Vestor Capital
Illinois
$54K 693 +693 New
AIM
1049
Anchor Investment Management
South Carolina
$51.3K 658 – –
PWA
1050
Provenance Wealth Advisors
Florida
$50.6K 650 -1,000 -61%
40 41
42
43 44