We are live on ! Find out more
SHOP icon

Shopify

1,225 hedge funds and large institutions have $104B invested in Shopify in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 500 increasing their positions, 356 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 500 | Existing positions reduced: 356

33% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 92

1.77% more ownership

Funds ownership: 675.01%676.77% (+1.8%)

1% more funds holding

Funds holding: 1,2081,225 (+17)

5% less call options, than puts

Call options by funds: $10.6B | Put options by funds: $11.2B

4% less funds holding in top 10

Funds holding in top 10: 8582 (-3)

7% less capital invested

Capital invested by funds: $111B → $104B (-$7.35B)

Holders
1,225
Holders Change
+17
Holders Change %
+1.41%
% of All Funds
21.45%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.44%
New
122
Increased
500
Reduced
356
Closed
92
Calls
$10.6B
Puts
$11.2B
Net Calls
-$561M
Net Calls Change
-$1.78B
Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
1301
Beese Fulmer Investment Management
Ohio
-$209K -1,430 Closed
ACG
1302
Allen Capital Group
Nebraska
-$206K -1,410 Closed
HW
1303
Hancock Whitney
Mississippi
-$206K -1,410 Closed
PMA
1304
Prudent Man Advisors
Illinois
-$205K -1,400 Closed
W
1305
WealthOne
New York
-$205K -1,400 Closed
FWM
1306
Frontier Wealth Management
Missouri
-$203K -1,390 Closed
HL
1307
HeadInvest LLC
Maine
-$201K -1,380 Closed
AIC
1308
Archer Investment Corporation
Indiana
-$148K -1,010 Closed
CM
1309
Capula Management
Cayman Islands
-$146K -1,000 Closed
TCOV
1310
Trust Company of Vermont
Vermont
-$146K -1,000 Closed
AWM
1311
Avondale Wealth Management
Texas
-$139K -950 Closed
MIFH
1312
Migdal Insurance & Financial Holdings
Israel
-$51K -350 Closed
BBL
1313
Beck Bode LLC
Massachusetts
-$45K -310 Closed
HWM
1314
HighMark Wealth Management
Minnesota
-$40K -280 Closed
Loomis, Sayles & Company
1315
Loomis, Sayles & Company
Massachusetts
-$26K -180 Closed
GEA
1316
Glen Eagle Advisors
New Jersey
-$21.9K -150 Closed
LWANC
1317
Laurel Wealth Advisors (North Carolina)
North Carolina
-$15K -100 Closed
H
1318
Hexavest
Quebec, Canada
-$12K -80 Closed
FFG
1319
Ford Financial Group
California
-$7K -50 Closed
MA
1320
Modus Advisors
Minnesota
-$4K -30 Closed

SHOP Hedge Fund Activity: Q3 2021 in Review

1,225 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q3 2021, worth a combined $104B — down 6.6% from $111B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SHOP positions and 92 closed out — a net gain of 30 holders — while 500 added to existing stakes and 356 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $585M. The largest seller was ARK Investment Management, cutting an estimated $445M.

  • 1,225 institutional investors held Shopify (SHOP) as of Q3 2021, up from 1,208 in Q2 2021.
  • Funds reported $104B of Shopify stock for Q3 2021, down 6.6% quarter-over-quarter.
  • 122 funds opened new Shopify positions in Q3 2021 and 92 closed out, a net change of +30 holders.
  • The largest Shopify buyer in Q3 2021 was Fidelity Investments, an estimated $585M added.
  • The largest Shopify seller in Q3 2021 was ARK Investment Management, an estimated $445M sold.

Based on aggregated 13F filings for Q3 2021.