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Shopify
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Overview Fund Activity

1,200 hedge funds and large institutions have $67.2B invested in Shopify in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 364 increasing their positions, 413 reducing their positions, and 105 closing their positions.

Holders
1,200
Holders Change
+133
Holders Change %
+12.46%
% of All Funds
17.6%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
0.59%
New
249
Increased
364
Reduced
413
Closed
105
Calls
$3.83B
Puts
$2.96B
Net Calls
+$868M
Net Calls Change
+$881M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.18B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.63B
3
Capital World Investors
3
Capital World Investors
California
$3.07B
4
GQG Partners
4
GQG Partners
Florida
$547M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$433M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.98B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.2B
3
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$380M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$40.1M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$38.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CPG
1176
Cornerstone Planning Group
New Jersey
$2.49K 32 – –
NMG
1177
New Millennium Group
Utah
$2.34K 30 -400 -93%
SWM
1178
Sanctuary Wealth Management
Idaho
$2.34K 30 – –
PWMG
1179
Prestige Wealth Management Group
New Jersey
$2.34K 30 – –
IFAM
1180
Institutional & Family Asset Management
Colorado
$2.34K 30 – –
LG
1181
LAM Group
Oregon
$2.34K 30 – –
TC
1182
Trium Capital
United Kingdom
$2.23K 28,622 -11,396 -28%
SAM
1183
Smartleaf Asset Management
Massachusetts
$1.98K 25 +25 New
FIM
1184
FWL Investment Management
Texas
$1.95K 25 -15 -38%
M
1185
MOTCO
Texas
$1.95K 25 – –
AFWM
1186
Abich Financial Wealth Management
Virginia
$1.87K 24 +24 New
DSC
1187
Duncker Streett & Co
Missouri
$1.56K 20 – –
CM
1188
Caption Management
Oklahoma
$1.17K 15 -26,885 -100%
NSG
1189
Nalls Sherbakoff Group
Tennessee
$1.17K 15 -15 -50%
CP
1190
Castleview Partners
Texas
$935 12 – –
OP
1191
ORG Partners
Indiana
$779 10 -11,223 -100%
DJSG
1192
D.J. St. Germain
Massachusetts
$779 10 – –
GCS
1193
Gordian Capital (Singapore)
Singapore
$779 10 – –
LWANC
1194
Laurel Wealth Advisors (North Carolina)
North Carolina
$779 10 – –
BCM
1195
Blume Capital Management
California
$624 8 – –
PPWM
1196
PFG Private Wealth Management
Florida
$545 7 -19 -73%
TWD
1197
True Wealth Design
Ohio
$468 6 – –
FRA
1198
Front Row Advisors
California
$234 3 -26 -90%
RS
1199
Rakuten Securities
Japan
$78 1 +1 New
IPW
1200
Impact Partnership Wealth
Georgia
$70 1 -120 -99%
46 47
48
49 50