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Shopify
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Overview Fund Activity

1,142 hedge funds and large institutions have $51.9B invested in Shopify in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 501 increasing their positions, 361 reducing their positions, and 339 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,142
Holders Change
-200
Holders Change %
-14.9%
% of All Funds
18.07%
Holding in Top 10
50
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-41.18%
% of All Funds
0.79%
New
152
Increased
501
Reduced
361
Closed
339
Calls
$14.5B
Puts
$7.36B
Net Calls
+$7.15B
Net Calls Change
+$3.92B

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$837M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$613M
3
Sands Capital Management
Sands Capital Management
Virginia
+$490M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$391M
5
Capital International Investors
Capital International Investors
California
+$380M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.39B
2
Jennison Associates
Jennison Associates
New York
-$1.23B
3
Capital World Investors
Capital World Investors
California
-$947M
4
ECU
Egerton Capital (UK)
United Kingdom
-$577M
5
UBS AM
UBS AM
Illinois
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
1226
Sender Company & Partners
New York
– -$1.91M -13,840 Closed
LOAMS
1227
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$2.11M -13,720 Closed
SFP
1228
Shepherd Financial Partners
Massachusetts
– -$1.87M -13,510 Closed
CAM
1229
Concorde Asset Management
Michigan
– -$1.77M -12,870 Closed
SW
1230
SkyOak Wealth
Michigan
– -$1.73M -12,540 Closed
OPW
1231
Oxler Private Wealth
New York
– -$1.68M -12,210 Closed
ER
1232
Enlightenment Research
Florida
– -$1.52M -11,000 Closed
OIS
1233
Okabena Investment Services
Minnesota
– -$1.47M -10,670 Closed
CST
1234
Charles Schwab Trust
Nevada
– -$1.38M -10,000 Closed
ACM
1235
Alight Capital Management
New York
– -$1.38M -10,000 Closed
FT
1236
Fiduciary Trust
Massachusetts
– -$1.33M -9,640 Closed
CWM
1237
Cabot Wealth Management
Massachusetts
– -$1.33M -9,640 Closed
BPC
1238
Banque Pictet & Cie
Switzerland
– -$1.27M -9,200 Closed
SXL
1239
Summit X LLC
Missouri
– -$1.22M -8,770 Closed
Pacer Advisors
1240
Pacer Advisors
Pennsylvania
– -$1.2M -8,730 Closed
CMANY
1241
Capital Management Associates (New York)
New York
– -$1.17M -8,500 Closed
MPM
1242
MBB Public Markets
Illinois
– -$1.16M -8,450 Closed
IA
1243
IFG Advisory
Georgia
– -$1.05M -7,630 Closed
AO
1244
Advisor OS
Illinois
– -$1.02M -7,420 Closed
PWA
1245
Phoenix Wealth Advisors
North Carolina
– -$979K -7,100 Closed
MFS
1246
Monetta Financial Services
Illinois
– -$964K -7,000 Closed
LSC
1247
Lyon Street Capital
California
– -$964K -7,000 Closed
IAIM
1248
International Assets Investment Management
Florida
– -$938K -6,810 Closed
AIA
1249
Angeles Investment Advisors
California
– -$895K -6,500 Closed
PF
1250
Phoenix Financial
Israel
– -$908K -6,500 Closed
48 49
50
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