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Overview Fund Activity

1,067 hedge funds and large institutions have $42.6B invested in Shopify in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 388 increasing their positions, 376 reducing their positions, and 135 closing their positions.

Holders
1,067
Holders Change
-48
Holders Change %
-4.3%
% of All Funds
17.02%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.53%
New
96
Increased
388
Reduced
376
Closed
135
Calls
$1.95B
Puts
$1.97B
Net Calls
-$13.2M
Net Calls Change
+$397M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.59B
2
Coatue Management
2
Coatue Management
New York
$306M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$596M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.97B
5
BlackRock
5
BlackRock
New York
$364M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$281M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.34B
3
Morgan Stanley
3
Morgan Stanley
New York
$3.25B
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$3.42B
5
SM
5
SCGE Management
California
$322M
Name Market Value Shares Shares
Change 		Shares
Change %
NGA
1151
Naples Global Advisors
Florida
– – -3,403 Closed
NL
1152
NWAM LLC
Washington
– – -3,342 Closed
WAM
1153
WNY Asset Management
New York
– – -3,340 Closed
MWM
1154
Modera Wealth Management
New Jersey
– – -3,334 Closed
RBFC
1155
Roman Butler Fullerton & Co
Missouri
– – -3,330 Closed
CWMGP
1156
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– – -3,320 Closed
MW
1157
MBL Wealth
North Carolina
– – -3,280 Closed
KLCM
1158
KG&L Capital Management
Louisiana
– – -3,280 Closed
CFG
1159
Citizens Financial Group
Rhode Island
– – -3,271 Closed
CPA
1160
Cardiff Park Advisors
California
– – -3,258 Closed
ZIM
1161
Zacks Investment Management
Illinois
– – -3,243 Closed
BL
1162
Balentine LLC
Georgia
– – -3,238 Closed
B
1163
Bridgeworth
Alabama
– – -3,233 Closed
BCG
1164
Breakwater Capital Group
New Jersey
– – -3,224 Closed
CPRC
1165
Consolidated Portfolio Review Corp
New York
– – -3,220 Closed
TA
1166
TFB Advisors
Kansas
– – -3,192 Closed
AAM
1167
Azzad Asset Management
Virginia
– – -3,187 Closed
MFG
1168
Mainsail Financial Group
Washington
– – -3,180 Closed
DA
1169
Dash Acquisitions
California
– – -3,139 Closed
RWA
1170
Redhawk Wealth Advisors
Minnesota
– – -3,138 Closed
WAAG
1171
Wealth Alliance Advisory Group
Kansas
– – -3,130 Closed
BWA
1172
Blodgett Wealth Advisors
California
– – -3,125 Closed
GT
1173
Glenview Trust
Kentucky
– – -3,120 Closed
FSA
1174
Fort Sheridan Advisors
Illinois
– – -3,110 Closed
FNBT
1175
FineMark National Bank & Trust
Florida
– – -3,103 Closed
45 46
47
48 49