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 %
SA
1276
SRH Advisors
Kansas
$19K – – –
SIS
1277
Sound Income Strategies
Florida
$19K – – –
CSB
1278
City State Bank
Iowa
$19K +$19K +140 New
Cohen & Steers
1279
Cohen & Steers
New York
$18K – – –
VNA
1280
Valley National Advisers
Pennsylvania
$18K – – –
IWP
1281
IAG Wealth Partners
Wisconsin
$18K +$18K +130 New
MWM
1282
Mascoma Wealth Management
New Hampshire
$18K +$18K +130 New
DSC
1283
Duncker Streett & Co
Missouri
$17K – – –
WWM
1284
Wagner Wealth Management
South Carolina
$15K – – –
GC
1285
Gould Capital
Washington
$15K +$15K +110 New
WTC
1286
WhitTier Trust Company
Nevada
$14K – – –
HFM
1287
Hartford Financial Management
Connecticut
$14K – – –
AFS
1288
Annapolis Financial Services
Maryland
$14K +$1.4K +10 +11%
IFA
1289
Interactive Financial Advisors
Illinois
$14K +$14K +100 New
MTWM
1290
Masso Torrence Wealth Management
New Jersey
$14K +$14K +100 New
VRS
1291
Virginia Retirement Systems
Virginia
$13.7K -$276 -2,000 -2%
BC
1292
Burleson & Co
California
$12K – – –
TJHA
1293
Thomas J. Herzfeld Advisors
Florida
$12K – – –
HS
1294
Horan Securities
United States
$12K +$12K +90 New
AW
1295
Avion Wealth
Texas
$11K – – –
EIP
1296
Ellis Investment Partners
Pennsylvania
$11K +$4.13K +30 +60%
GAM
1297
Gemmer Asset Management
California
$10K – – –
CWM
1298
Curi Wealth Management
North Carolina
$9K +$9K +70 New
JRFS
1299
James Reed Financial Services
Ohio
$9K +$9K +70 New
PCTC
1300
Perkins Coie Trust Company
Washington
$8K -$40K -300 -83%
50 51
52
53 54