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Overview Fund Activity

1,142 hedge funds and large institutions have $51.9B invested in Shopify in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 501 increasing their positions, 361 reducing their positions, and 339 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,142
Holders Change
-200
Holders Change %
-14.9%
% of All Funds
18.07%
Holding in Top 10
50
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-41.18%
% of All Funds
0.79%
New
152
Increased
501
Reduced
361
Closed
339
Calls
$14.5B
Puts
$7.36B
Net Calls
+$7.15B
Net Calls Change
+$3.92B

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$837M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$613M
3
Sands Capital Management
Sands Capital Management
Virginia
+$490M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$391M
5
Capital International Investors
Capital International Investors
California
+$380M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.39B
2
Jennison Associates
Jennison Associates
New York
-$1.23B
3
Capital World Investors
Capital World Investors
California
-$947M
4
ECU
Egerton Capital (UK)
United Kingdom
-$577M
5
UBS AM
UBS AM
Illinois
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1101
Rockbridge Investment Management
New York
$5.54K -$40.9K -590 -88%
CI
1102
Carroll Investors
South Carolina
$5K -$35.6K -570 -88%
AW
1103
Avion Wealth
Texas
$5K – – –
FMP
1104
Financial Management Professionals
Texas
$5K +$1.88K +30 +60%
DB
1105
Dravo Bay
Delaware
$4.73K +$4.73K +70 New
FGAM
1106
Financial Gravity Asset Management
Texas
$4.36K -$7.72K -299,180 -64%
PCTC
1107
Perkins Coie Trust Company
Washington
$4K – – –
GAM
1108
Gemmer Asset Management
California
$4K – – –
CWM
1109
Curi Wealth Management
North Carolina
$4K – – –
SC
1110
Stephens Consulting
Michigan
$3.38K -$10.1K -150 -75%
MTIC
1111
Missouri Trust & Investment Company
Missouri
$3K – – –
QC
1112
Quent Capital
New York
$3K – – –
RDFA
1113
Ritter Daniher Financial Advisory
Ohio
$3K – – –
WOC
1114
West Oak Capital
California
$3K – – –
RMC
1115
Resources Management Corp
Connecticut
$3K – – –
MS
1116
Mizuho Securities
Japan
$3K – – –
EFS
1117
Econ Financial Services
Pennsylvania
$3K – – –
TH
1118
TCTC Holdings
Texas
$3K +$3K +40 New
TCWA
1119
Ten Capital Wealth Advisors
Washington
$3K +$3K +40 New
MFT
1120
Moisand Fitzgerald Tamayo
Florida
$3K +$3K +40 New
JPLA
1121
Joseph P. Lucia & Associates
New York
$3K +$3K +50 New
WT
1122
Washington Trust
Rhode Island
$3K +$3K +50 New
BHWM
1123
Beaird Harris Wealth Management
Texas
$3K +$3K +50 New
WWP
1124
WR Wealth Planners
Missouri
$2.7K +$2.7K +40 New
HA
1125
Herold Advisors
New York
$2.03K +$2.03K +30 New
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