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Shopify
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Overview Fund Activity

1,342 hedge funds and large institutions have $107B invested in Shopify in 2021 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 520 increasing their positions, 374 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
+121
Holders Change %
+9.91%
% of All Funds
20.73%
Holding in Top 10
85
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.66%
% of All Funds
1.31%
New
240
Increased
520
Reduced
374
Closed
101
Calls
$14.5B
Puts
$11.3B
Net Calls
+$3.23B
Net Calls Change
+$3.8B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$941M
2
UBS AM
UBS AM
Illinois
+$823M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$300M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$254M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$249M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$392M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$373M
3
AIM
ARK Investment Management
Florida
-$286M
4
SG Americas Securities
SG Americas Securities
New York
-$214M
5
Morgan Stanley
Morgan Stanley
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGP
1051
Metis Global Partners
California
$263K +$263K +1,910 New
LA
1052
Legacy Advisors
Pennsylvania
$262K – – –
ATFA
1053
All Terrain Financial Advisors
Minnesota
$260K -$45.4K -330 -15%
VWM
1054
Venturi Wealth Management
Texas
$260K +$260K +1,890 New
OIA
1055
Optimum Investment Advisors
Illinois
$259K +$30.3K +220 +13%
HIC
1056
Holderness Investments Company
North Carolina
$259K +$52.4K +380 +25%
HLOC
1057
H.L. Ormond & Company
North Carolina
$258K +$258K +2,930 New
GIP
1058
Granite Investment Partners
California
$256K – – –
HCM
1059
Hollencrest Capital Management
California
$256K – – –
CWM
1060
Congress Wealth Management
Massachusetts
$256K +$256K +1,860 New
TCA
1061
Transcend Capital Advisors
New Jersey
$255K +$255K +1,850 New
DWT
1062
Dorsey & Whitney Trust
South Dakota
$253K -$271K -1,970 -52%
AP
1063
Arlington Partners
Alabama
$253K +$136K +990 +116%
SWM
1064
Salvus Wealth Management
New Jersey
$252K +$20.7K +150 +9%
UB
1065
UMB Bank
Missouri
$252K +$252K +1,830 New
ML
1066
Mayport LLC
Massachusetts
$252K +$252K +1,830 New
XS
1067
XR Securities
Illinois
$251K -$5.61M -40,690 -96%
WP
1068
WMS Partners
Maryland
$251K +$34.5K +250 +16%
IC
1069
Inscription Capital
Texas
$249K -$50.9K -370 -17%
GI
1070
Gradient Investments
Minnesota
$248K +$5.51K +40 +2%
SWM
1071
Selective Wealth Management
Virginia
$248K +$55.1K +400 +29%
HGWM
1072
Horst & Graben Wealth Management
Oregon
$247K – – –
TFP
1073
Tilia Fiduciary Partners
North Carolina
$247K +$247K +1,790 New
HCM
1074
Howland Capital Management
Massachusetts
$244K – – –
PC
1075
Pecaut & Co
Iowa
$244K – – –
41 42
43
44 45