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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
BWA
1101
BDO Wealth Advisors
Florida
$79K -$1.23K -10 -2%
BMD
1102
Better Money Decisions
New Mexico
$77K
MFA
1103
McClarren Financial Advisors
Pennsylvania
$75K +$43.1K +350 +206%
BU
1104
BBVA USA
Alabama
$75K +$62.8K +510 New
EWM
1105
Elmwood Wealth Management
California
$73K
HCM
1106
Highlander Capital Management
New Jersey
$73K
IPW
1107
IronBridge Private Wealth
Texas
$73K
NSB
1108
Norway Savings Bank
Maine
$73K
ALAM
1109
Asahi Life Asset Management
Japan
$70K -$49.3K -400 -45%
HFM
1110
Harvest Fund Management
China
$65K
FWM
1111
FFT Wealth Management
Pennsylvania
$63K +$53K +430 New
BEI
1112
Benjamin Edwards Inc
Missouri
$60K +$17.3K +140 +52%
FF
1113
FourThought Financial
Florida
$59K +$1.23K +10 +3%
TFS
1114
TrustCore Financial Services
Tennessee
$58K +$22.2K +180 +82%
SCA
1115
Stonebridge Capital Advisors
Minnesota
$55K +$20.9K +170 +63%
ZB
1116
Zions Bancorporation
Utah
$54K -$14.8K -120 -24%
AF
1117
Arrow Financial
New York
$53K
PCTC
1118
Perkins Coie Trust Company
Washington
$53K
MIFH
1119
Migdal Insurance & Financial Holdings
Israel
$51K -$56.7K -460 -57%
FMII
1120
Farmers & Merchants Investments Inc
Nebraska
$51K
HI
1121
Hudock Inc
Pennsylvania
$49K
CFN
1122
Cordasco Financial Network
Florida
$48K
BAM
1123
Barrett Asset Management
New York
$45K
MHR
1124
Matthew Hamilton Rosenberg
$45K
BBL
1125
Beck Bode LLC
Massachusetts
$45K +$38.2K +310 New

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.