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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 %
RFA
1151
Reilly Financial Advisors
California
$180K +$37.1K +270 +26%
LFG
1152
Larson Financial Group
Missouri
$172K +$26.1K +190 +18%
BCP
1153
Blue Chip Partners
Michigan
$172K +$34.4K +250 +25%
CFG
1154
CKW Financial Group
Hawaii
$170K – – –
A
1155
AustralianSuper
Australia
$168K +$450 +3,680 +0.3%
IAG
1156
Investmark Advisory Group
Connecticut
$165K +$165K +1,200 New
CWM
1157
CarsonAllaria Wealth Management
Illinois
$165K +$165K +1,200 New
SBL
1158
Sargent Bickham Lagudis
Colorado
$164K -$30.3K -220 -16%
Loomis, Sayles & Company
1159
Loomis, Sayles & Company
Massachusetts
$164K +$164K +1,190 New
CA
1160
CoreCap Advisors
Michigan
$161K +$161K +1,170 New
KTC
1161
Kistler-Tiffany Companies
Pennsylvania
$157K +$48.2K +350 +44%
MPWT
1162
MassMutual Private Wealth & Trust
Connecticut
$156K +$6.9K +50 +5%
SIC
1163
SJS Investment Consulting
Ohio
$154K +$154K +1,120 New
JWA
1164
JFS Wealth Advisors
Pennsylvania
$146K +$2.76K +20 +2%
SWM
1165
Scissortail Wealth Management
Oklahoma
$146K +$146K +1,060 New
1IA
1166
1834 Investment Advisors
Wisconsin
$143K +$33K +240 +30%
FWM
1167
Focused Wealth Management
New York
$142K +$12.4K +90 +10%
FA
1168
Fortis Advisors
Pennsylvania
$138K – – –
NSIM
1169
North Star Investment Management
Illinois
$138K +$62.1K +450 +82%
TCOV
1170
Trust Company of Vermont
Vermont
$138K +$138K +1,000 New
OSNBOA
1171
Old Second National Bank of Aurora
Illinois
$135K +$13.2K +120 +11%
RPCONE
1172
Retirement Planning Company of New England
Rhode Island
$132K +$132K +960 New
ALAM
1173
Asahi Life Asset Management
Japan
$128K +$72.9K +530 +133%
NIC
1174
Northwest Investment Counselors
Oregon
$127K +$127K +920 New
BIP
1175
Blueprint Investment Partners
North Carolina
$125K +$125K +910 New
45 46
47
48 49