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Shopify
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Overview Fund Activity

1,221 hedge funds and large institutions have $104B invested in Shopify in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 497 increasing their positions, 356 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
+17
Holders Change %
+1.41%
% of All Funds
21.44%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.44%
New
122
Increased
497
Reduced
356
Closed
92
Calls
$10.6B
Puts
$11.2B
Net Calls
-$561M
Net Calls Change
-$1.78B

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.31B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.27B
3
SG Americas Securities
3
SG Americas Securities
New York
$385M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.18B
5
UBS AM
5
UBS AM
Illinois
$208M

Top Sellers

1
AIM
1
ARK Investment Management
Florida
$1.25B
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$7.45B
3
LPC
3
Lone Pine Capital
Connecticut
$1.94B
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$162M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
1051
Whittier Trust
California
$207K +$10.8K +80 +6%
GWM
1052
Gray Wealth Management
Maine
$206K +$2.71K +20 +1%
CCM
1053
Cribstone Capital Management
Maine
$205K – – –
NIM
1054
NuWave Investment Management
New Jersey
$205K +$205K +1,510 New
MCM
1055
Marathon Capital Management
Maryland
$204K – – –
TWM
1056
Titus Wealth Management
California
$204K +$204K +1,510 New
HWA
1057
HHM Wealth Advisors
Tennessee
$203K -$75.8K -560 -27%
CCG
1058
Chatham Capital Group
Georgia
$203K -$29.8K -220 -13%
SC
1059
Saturna Capital
Washington
$203K – – –
STB
1060
S&T Bank
Pennsylvania
$203K – – –
HIC
1061
Holderness Investments Company
North Carolina
$203K +$9.47K +70 +5%
MPCG
1062
Matrix Private Capital Group
New York
$203K +$203K +1,500 New
EL
1063
Essex LLC
Illinois
$203K +$203K +1,500 New
WC
1064
Whitney & Co
New York
$202K -$2.71K -20 -1%
SG
1065
Strid Group
Pennsylvania
$201K – – –
LA
1066
LVW Advisors
New York
$201K +$201K +1,480 New
FFA
1067
Founders Financial Alliance
North Carolina
$200K -$306K -2,250 -60%
ADL
1068
Asset Dedication LLC
California
$195K +$35.2K +260 +22%
SBL
1069
Sargent Bickham Lagudis
Colorado
$191K -$1.36K -10 -0.7%
TIM
1070
Tortoise Investment Management
New York
$190K – – –
SWM
1071
Selective Wealth Management
Virginia
$190K +$156K +1,150 +460%
TPCW
1072
TD Private Client Wealth
New York
$186K -$5.42K -40 -3%
TFM
1073
TFC Financial Management
Massachusetts
$184K – – –
FPA
1074
First Pacific Advisors
California
$183K – – –
GWS
1075
Glassman Wealth Services
Virginia
$183K +$14.9K +110 +9%
41 42
43
44 45