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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
CFO
1076
CVA Family Office
Colorado
$120K +$28.3K +230 +39%
PP
1077
PrairieView Partners
Minnesota
$117K
1IA
1078
1834 Investment Advisors
Wisconsin
$117K +$98.6K +800 New
JWA
1079
JFS Wealth Advisors
Pennsylvania
$115K
PMFA
1080
Plante Moran Financial Advisors
Michigan
$114K -$264K -2,140 -73%
JCM
1081
Jacobi Capital Management
Pennsylvania
$114K
VC
1082
Vestor Capital
Illinois
$112K
RCM
1083
Ravenstone Capital Management
$110K +$92.4K +750 New
SIM
1084
Sonora Investment Management
Arizona
$102K
TF
1085
TimeScale Financial
Massachusetts
$102K
CAGAS
1086
Capital Advisory Group Advisory Services
Minnesota
$99K +$2.46K +20 +3%
KTC
1087
Kistler-Tiffany Companies
Pennsylvania
$99K +$34.5K +280 +70%
RIM
1088
Rockbridge Investment Management
New York
$98K -$2.46K -20 -3%
DAC
1089
Dividend Assets Capital
South Carolina
$92K
EI
1090
Ellevest Inc
New York
$91K +$2.46K +20 +3%
MGIM
1091
M&G Investment Management
United Kingdom
$91K +$1.33M +10,770 +2%
PFBT
1092
Parkside Financial Bank & Trust
Missouri
$89K -$2.46K -20 -3%
POIA
1093
Pin Oak Investment Advisors
Texas
$88K
TFIPS
1094
Towarzystwo Funduszy Inwestycyjnych PZU SA
$87.7K +$24.6K +200 +50%
First Manhattan
1095
First Manhattan
New York
$87K
LWP
1096
Lumature Wealth Partners
Georgia
$85K -$1.23K -10 -2%
CBT
1097
Central Bank & Trust
Kentucky
$85K
GA
1098
GoalVest Advisory
New York
$85K
SIC
1099
Salem Investment Counselors
North Carolina
$83K
NSIM
1100
North Star Investment Management
Illinois
$80K

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.