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Overview Fund Activity

1,212 hedge funds and large institutions have $61.5B invested in Shopify in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 445 increasing their positions, 435 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+11
Holders Change %
+0.92%
% of All Funds
17.57%
Holding in Top 10
32
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20%
% of All Funds
0.46%
New
122
Increased
445
Reduced
435
Closed
97
Calls
$2.84B
Puts
$1.87B
Net Calls
+$975M
Net Calls Change
+$107M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.07B
2
Capital World Investors
Capital World Investors
California
+$798M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$462M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$213M
5
MU
Mirova US
Massachusetts
+$154M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.16B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$596M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$374M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$344M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
LB
1151
Legacy Bridge
Iowa
$7.56K +$7.56K +98 New
CWM
1152
CarsonAllaria Wealth Management
Illinois
$7.33K – – –
MG
1153
Mather Group
Illinois
$7.01K +$7.01K +90 New
MCM
1154
MidAtlantic Capital Management
Virginia
$6.95K +$6.95K +90 New
FCA
1155
FinTrust Capital Advisors
South Carolina
$6.56K – – –
HWA
1156
Heritage Wealth Advisors
Virginia
$6.56K – – –
BIA
1157
Bell Investment Advisors
California
$6.17K – – –
CMBA
1158
C.M. Bidwell & Associates
Hawaii
$6.17K – – –
WT
1159
Washington Trust
Rhode Island
$5.87K -$77 -1 -1%
EC
1160
Elequin Capital
New York
$5.87K +$5.87K +76 New
KWAG
1161
Kiely Wealth Advisory Group
North Carolina
$5.83K – – –
FGA
1162
Fortis Group Advisors
New Jersey
$5.4K -$5.4K -70 -50%
SAM
1163
Smartleaf Asset Management
Massachusetts
$4.87K +$2.91K +37 +148%
CT
1164
Clearstead Trust
Maine
$4.79K +$4.79K +62 New
RMC
1165
Resources Management Corp
Connecticut
$4K – – –
FCG
1166
Financial Connections Group
California
$4K +$4K +40 New
CT
1167
Colonial Trust
South Carolina
$3.91K +$1.38K +18 +55%
CFS
1168
CGC Financial Services
Oregon
$3.86K – – –
RFG
1169
REAP Financial Group
Texas
$3.86K – – –
EBA
1170
Eagle Bay Advisors
New York
$3.86K – – –
TVWM
1171
Tower View Wealth Management
Wisconsin
$3.86K – – –
MTIC
1172
Missouri Trust & Investment Company
Missouri
$3.86K – – –
SFA
1173
Semmax Financial Advisors
North Carolina
$3.65K – – –
BMC
1174
Bear Mountain Capital
Washington
$3.47K – – –
MIM
1175
Macroview Investment Management
Maryland
$3.24K – – –
45 46
47
48 49