SHOP icon

Shopify
SHOP

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 %
HCM
1251
Horrell Capital Management
Arkansas
$34K – – –
PCH
1252
Polar Capital Holdings
United Kingdom
$33.2K +$9.08K +65,910 +38%
HI
1253
Hudock Inc
Pennsylvania
$33K -$13.8K -100 -29%
DWA
1254
Delos Wealth Advisors
Texas
$33K – – –
PFBT
1255
Parkside Financial Bank & Trust
Missouri
$32K +$27.8K +200 +667%
AWA
1256
Amplius Wealth Advisors
Pennsylvania
$31K +$31K +230 New
BWM
1257
BerganKDV Wealth Management
Minnesota
$28K -$14K -100 -33%
SC
1258
Stephens Consulting
Michigan
$27.6K +$27.6K +200 New
HFS
1259
HBC Financial Services
Washington
$27K – – –
Optiver Holding
1260
Optiver Holding
Netherlands
$26K – – –
WPWM
1261
Western Pacific Wealth Management
Illinois
$26K +$26K +190 New
CWA
1262
Clearview Wealth Advisors
Oregon
$25K -$34.7K -250 -58%
AWM
1263
Activest Wealth Management
Florida
$25K -$31.9K -230 -56%
FWA
1264
FSC Wealth Advisors
New York
$25K +$25K +180 New
BBPWM
1265
Blue Bell Private Wealth Management
Pennsylvania
$25K +$25K +180 New
HWM
1266
HighMark Wealth Management
Minnesota
$25K +$25K +180 New
ST
1267
Smithfield Trust
Pennsylvania
$24K – – –
AA
1268
AlphaMark Advisors
Kentucky
$23K -$1.35K -10 -6%
MAM
1269
Meeder Asset Management
Ohio
$23K +$6.77K +50 +42%
LPWM
1270
Lake Point Wealth Management
Texas
$23K +$6.77K +50 +42%
FGAM
1271
Financial Gravity Asset Management
Texas
$21.7K +$21.7K +468,020 +292,513%
HR
1272
Howe & Rusling
New York
$21K – – –
EARNEST Partners
1273
EARNEST Partners
Georgia
$21K +$2.8K +20 +15%
BIA
1274
Bell Investment Advisors
California
$21K +$9.8K +70 +88%
LF
1275
Lee Financial
Texas
$21K +$21K +150 New
49 50
51
52 53