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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
JWM
1151
Janiczek Wealth Management
Colorado
$31K +$1.23K +10 +5%
PCH
1152
Polar Capital Holdings
United Kingdom
$30.7K +$19.7M +159,760 +316%
RCA
1153
Ranch Capital Advisors
Florida
$30K
HFS
1154
HBC Financial Services
Washington
$29K
CP
1155
Castleview Partners
Texas
$29K +$24.6K +200 New
Optiver Holding
1156
Optiver Holding
Netherlands
$29K +$24.6K +200 New
AA
1157
AlphaMark Advisors
Kentucky
$26K
Loomis, Sayles & Company
1158
Loomis, Sayles & Company
Massachusetts
$26K +$22.2K +180 New
RIA
1159
RPG Investment Advisory
California
$25K -$3.7K -30 -15%
HR
1160
Howe & Rusling
New York
$22K
GEA
1161
Glen Eagle Advisors
New Jersey
$21.9K +$18.5K +150 New
SA
1162
SRH Advisors
Kansas
$20K
MAM
1163
Meeder Asset Management
Ohio
$20K +$14.8K +120 +600%
EARNEST Partners
1164
EARNEST Partners
Georgia
$19K
CWA
1165
Clearview Wealth Advisors
Oregon
$18K -$41.9K -340 -74%
HFA
1166
Hoover Financial Advisors
Pennsylvania
$18K
HI
1167
Hoey Investments
Pennsylvania
$18K +$12.3K +100 +500%
LPWM
1168
Lake Point Wealth Management
Texas
$18K +$14.8K +120 New
WWMSC
1169
Wagner Wealth Management (South Carolina)
South Carolina
$16K
FCM
1170
Firestone Capital Management
Florida
$15K
HFM
1171
Hartford Financial Management
Connecticut
$15K
LWANC
1172
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K
WTC
1173
WhitTier Trust Company
Nevada
$15K
WAS
1174
Winch Advisory Services
Wisconsin
$13K -$6.16K -50 -36%
AFS
1175
Annapolis Financial Services
Maryland
$13K

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.