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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
$2.9B
2
UBS AM
UBS AM
Illinois
$1.03B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.5B
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$612M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$249M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$6.01B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$254M
3
AIM
ARK Investment Management
Florida
$985M
4
SG Americas Securities
SG Americas Securities
New York
$177M
5
Morgan Stanley
Morgan Stanley
New York
$8.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
1226
Pin Oak Investment Advisors
Texas
$55K -$27.5K -200 -33%
CWP
1227
Concord Wealth Partners
Virginia
$54K +$24.9K +180 +86%
CFN
1228
Cordasco Financial Network
Florida
$52K – – –
JFA
1229
JNBA Financial Advisors
Minnesota
$52K +$17.8K +130 +52%
TCM
1230
Tradewinds Capital Management
Washington
$51K +$4.14K +30 +9%
AF
1231
Arrow Financial
New York
$50K – – –
MHR
1232
Matthew Hamilton Rosenberg
$50K +$6.94K +50 +16%
CWC
1233
Carolinas Wealth Consulting
North Carolina
$50K +$50K +360 New
TFS
1234
TrustCore Financial Services
Tennessee
$48K -$6.86K -50 -13%
FMII
1235
Farmers & Merchants Investments Inc
Nebraska
$48K – – –
PWC
1236
PYA Waltman Capital
Tennessee
$47K +$47K +340 New
JWM
1237
Janiczek Wealth Management
Colorado
$45K -$8.18K -60 -15%
CHA
1238
Carmichael Hill & Associates
Maryland
$44K +$6.88K +50 +19%
RDIA
1239
RE Dickinson Investment Advisors
Iowa
$44K +$44K +320 New
WAS
1240
Winch Advisory Services
Wisconsin
$43K – – –
FCMA
1241
Foresight Capital Management Advisors
Michigan
$43K +$43K +310 New
MW
1242
Milestone Wealth
New York
$43K +$43K +310 New
FEG
1243
Financial Enhancement Group
Indiana
$41K +$5.47K +40 +15%
EWM
1244
Evermay Wealth Management
Virginia
$39K -$16.7K -120 -30%
PB
1245
Pinnacle Bancorp
Nebraska
$39K – – –
RG
1246
Retirement Group
California
$39K – – –
IAIM
1247
Industrial Alliance Investment Management
Quebec, Canada
$39K +$39K +280 New
KFI
1248
Key Financial Inc
Pennsylvania
$37K – – –
BWM
1249
Baystate Wealth Management
Massachusetts
$36K – – –
DAM
1250
Delta Asset Management
Tennessee
$34K – – –
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