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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 %
BONH
1101
Bank of New Hampshire
New Hampshire
$222K +$15.2K +110 +7%
CPP
1102
Capasso Planning Partners
South Carolina
$222K +$222K +1,610 New
TS
1103
Tamar Securities
California
$220K -$187K -1,360 -46%
WWM
1104
WT Wealth Management
Arizona
$220K -$9.63K -70 -4%
HWA
1105
HHM Wealth Advisors
Tennessee
$220K +$13.8K +100 +7%
ZIMP
1106
Zimmermann Investment Management & Planning
Pennsylvania
$220K +$220K +1,600 New
TPCW
1107
TD Private Client Wealth
New York
$219K +$30.3K +220 +16%
DA
1108
Detalus Advisors
Missouri
$219K -$12.4K -90 -5%
WFA
1109
Wellspring Financial Advisors
Ohio
$218K -$1.38K -10 -0.6%
AL
1110
Aspiriant LLC
California
$218K +$218K +1,580 New
SQA
1111
Simon Quick Advisors
New Jersey
$216K -$12.4K -90 -5%
Members Trust
1112
Members Trust
Florida
$216K +$216K +1,570 New
WB
1113
WesBanco Bank
West Virginia
$215K +$215K +1,560 New
MWM
1114
Modera Wealth Management
New Jersey
$214K +$214K +1,560 New
CI
1115
CX Institutional
Indiana
$213K – – –
MPCG
1116
Matrix Private Capital Group
New York
$212K +$5.51K +40 +3%
FA
1117
Faithward Advisors
Pennsylvania
$212K +$212K +1,540 New
SP
1118
Successful Portfolios
Florida
$212K +$212K +1,540 New
PWS
1119
Precision Wealth Strategies
Missouri
$211K -$167K -1,210 -44%
CFA
1120
Capstone Financial Advisors
Illinois
$211K -$82.7K -600 -28%
NAS
1121
Nicolet Advisory Services
Wisconsin
$211K -$27.6K -200 -12%
WT
1122
Whittier Trust
California
$211K – – –
SC
1123
Saturna Capital
Washington
$211K +$4.14K +30 +2%
EDRH
1124
Edmond de Rothschild Holding
Switzerland
$209K -$82.5K -600 -28%
GWM
1125
Gray Wealth Management
Maine
$209K – – –
43 44
45
46 47