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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 %
NC
1076
NovaPoint Capital
Georgia
$244K +$244K +1,770 New
TC
1077
Truvestments Capital
Florida
$242K +$23.4K +170 +11%
OWA
1078
Octavia Wealth Advisors
Ohio
$240K -$8.28K -60 -3%
GFS
1079
GYL Financial Synergies
Connecticut
$240K -$6.9K -50 -3%
TW
1080
Transform Wealth
Colorado
$240K – – –
CRCM
1081
Corbett Road Capital Management
Virginia
$240K +$240K +1,740 New
AAS
1082
Annex Advisory Services
Wisconsin
$240K +$240K +1,740 New
RCA
1083
Resonant Capital Advisors
Wisconsin
$237K -$37.2K -270 -14%
SIC
1084
Sigma Investment Counselors
Michigan
$237K -$2.76K -20 -1%
OWA
1085
One Wealth Advisors
California
$237K – – –
ZIC
1086
ZWJ Investment Counsel
Georgia
$234K – – –
FPCG
1087
Fort Pitt Capital Group
Pennsylvania
$234K +$234K +1,700 New
MCA
1088
Magnolia Capital Advisors
Mississippi
$232K +$232K +1,680 New
DI
1089
Diligent Investors
California
$231K -$4.13K -30 -2%
TWM
1090
Titus Wealth Management
California
$231K +$23.4K +170 +11%
CCFM
1091
Clear Creek Financial Management
Washington
$231K +$231K +1,680 New
AIM
1092
Acropolis Investment Management
Missouri
$230K – – –
AI
1093
Accredited Investors
Minnesota
$230K – – –
BFC
1094
Bedel Financial Consulting
Indiana
$230K – – –
SCM
1095
Southport Capital Management
Tennessee
$230K +$230K +1,670 New
PI
1096
Pachira Investments
California
$227K – – –
EL
1097
Essex LLC
Illinois
$227K +$20.6K +150 +10%
AIP
1098
Ahrens Investment Partners
Louisiana
$226K -$20.7K -150 -8%
FFA
1099
Founders Financial Alliance
North Carolina
$226K +$23.4K +170 +12%
JCM
1100
Jacobi Capital Management
Pennsylvania
$222K +$5.52K +40 +3%
42 43
44
45 46