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Shopify
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Overview Fund Activity

1,204 hedge funds and large institutions have $111B invested in Shopify in 2021 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 485 increasing their positions, 357 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,204
Holders Change
+54
Holders Change %
+4.7%
% of All Funds
21.02%
Holding in Top 10
85
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.19%
% of All Funds
1.48%
New
154
Increased
485
Reduced
357
Closed
89
Calls
$11.4B
Puts
$10.2B
Net Calls
+$1.21B
Net Calls Change
+$4.23B

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.89B
2
Tiger Global Management
2
Tiger Global Management
New York
$1.27B
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.04B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$657M
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$870M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$6.42B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.22B
3
BFM
3
Boothbay Fund Management
New York
$346K
4
Millennium Management
4
Millennium Management
New York
$180M
5
Jane Street
5
Jane Street
New York
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
1126
Tradition Wealth Management
Minnesota
$42K +$42K +290 New
RG
1127
Retirement Group
California
$41K -$359K -2,450 -90%
TCM
1128
Tradewinds Capital Management
Washington
$41K – – –
PB
1129
Pinnacle Bancorp
Nebraska
$41K – – –
KFI
1130
Key Financial Inc
Pennsylvania
$41K +$30.4K +200 +286%
HWM
1131
HighMark Wealth Management
Minnesota
$40K +$40K +280 New
CHA
1132
Carmichael Hill & Associates
Maryland
$39K -$20.2K -140 -34%
IBOK
1133
Independence Bank of Kentucky
Kentucky
$39K – – –
FEG
1134
Financial Enhancement Group
Indiana
$38K -$2.73M -18,710 -99%
CWP
1135
Concord Wealth Partners
Virginia
$38K -$13.2K -90 -26%
DAM
1136
Delta Asset Management
Tennessee
$37K -$14.8K -100 -29%
HCM
1137
Horrell Capital Management
Arkansas
$37K – – –
JFA
1138
JNBA Financial Advisors
Minnesota
$37K +$37K +250 New
SWM
1139
Selective Wealth Management
Virginia
$37K +$37K +250 New
APWA
1140
Atlas Private Wealth Advisors
New Jersey
$37K +$37K +250 New
HPC
1141
HM Payson & Co
Maine
$35K -$276K -1,890 -89%
FWM
1142
Focused Wealth Management
New York
$35K -$87.5K -600 -71%
BWM
1143
Baystate Wealth Management
Massachusetts
$35K – – –
DWA
1144
Delos Wealth Advisors
Texas
$35K +$35K +240 New
PFGIA
1145
Patriot Financial Group Insurance Agency
Massachusetts
$34K – – –
Cohen & Steers
1146
Cohen & Steers
New York
$34K – – –
JWM
1147
Janiczek Wealth Management
Colorado
$31K +$1.48K +10 +5%
PCH
1148
Polar Capital Holdings
United Kingdom
$30.7K +$23.3K +159,760 +316%
RCA
1149
Ranch Capital Advisors
Florida
$30K – – –
HFS
1150
HBC Financial Services
Washington
$29K – – –
44 45
46
47 48