SHOP icon

Shopify

1,150 hedge funds and large institutions have $82.9B invested in Shopify in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 488 increasing their positions, 344 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
+27
Holders Change %
+2.4%
% of All Funds
20.25%
Holding in Top 10
69
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8%
% of All Funds
1.22%
New
159
Increased
488
Reduced
344
Closed
118
Calls
$4.93B
Puts
$7.95B
Net Calls
-$3.02B
Net Calls Change
-$2.1B
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
1251
Private Capital Group
Connecticut
-$54K -480 Closed
CWC
1252
Carolinas Wealth Consulting
North Carolina
-$49K -430 Closed
TIAM2
1253
Tru Independence Asset Management 2
Oregon
-$40K -350 Closed
HWM
1254
HighMark Wealth Management
Minnesota
-$37K -330 Closed
TI
1255
tru Independence
Oregon
-$34K -300 Closed
JFGIW
1256
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$34K -300 Closed
NCM
1257
New Capital Management
Texas
-$32K -280 Closed
SFPG
1258
Stonebridge Financial Planning Group
Florida
-$28K -250 Closed
PCM
1259
Peregrine Capital Management
Minnesota
-$25K -220 Closed
BWM
1260
Birchcreek Wealth Management
Ohio
-$20K -180 Closed
CP
1261
Corbenic Partners
Pennsylvania
-$20K -180 Closed
BSSFA
1262
Baron Silver Stevens Financial Advisors
Florida
-$14K -130 Closed
TCWA
1263
Ten Capital Wealth Advisors
Washington
-$14K -120 Closed
AWG
1264
Altus Wealth Group
Colorado
-$12K -110 Closed
Jones Financial Companies
1265
Jones Financial Companies
Missouri
-$8K -70 Closed
HS
1266
Horan Securities
United States
-$7K -60 Closed
JGIA
1267
Jackson Grant Investment Advisers
Connecticut
-$6K -50 Closed
CWM
1268
Curi Wealth Management
North Carolina
-$4K -40 Closed
RPWA
1269
Regent Peak Wealth Advisors
Georgia
-$3K -30 Closed
BAM
1270
Bellevue Asset Management
Washington
-$4K -30 Closed
Kayne Anderson Rudnick Investment Management
1271
Kayne Anderson Rudnick Investment Management
California
-$2K -20 Closed