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Shopify
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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 %
HWM
1301
Holloway Wealth Management
Florida
$8K -$8K – –
FMP
1302
Financial Management Professionals
Texas
$7K – – –
LWA
1303
Lenox Wealth Advisors
New York
$7K – – –
PWMG
1304
Prestige Wealth Management Group
New Jersey
$7K – – –
WOC
1305
West Oak Capital
California
$7K – – –
FPB
1306
First PREMIER Bank
South Dakota
$7K – – –
RDFA
1307
Ritter Daniher Financial Advisory
Ohio
$7K – – –
RMC
1308
Resources Management Corp
Connecticut
$7K +$7K +50 New
BAM
1309
Byrne Asset Management
New Jersey
$7K +$7K +50 New
MTIC
1310
Missouri Trust & Investment Company
Missouri
$7K +$7K +50 New
MS
1311
Mizuho Securities
Japan
$6K -$1.5K -10 -20%
EWM
1312
Edge Wealth Management
New York
$6K – – –
BA
1313
Bellwether Advisors
Nebraska
$6K – – –
EFS
1314
Econ Financial Services
Pennsylvania
$6K +$6K +40 New
VRM
1315
Vectors Research Management
New York
$6K +$6K +40 New
KSWA
1316
Kathleen S. Wright Associates
Pennsylvania
$6K +$6K +40 New
QC
1317
Quent Capital
New York
$5K +$5K +30 New
IFAM
1318
Institutional & Family Asset Management
Colorado
$4K -$9.33K -70 -70%
HNWA
1319
Henrickson Nauta Wealth Advisors
Michigan
$4K +$4K +40 New
AWMS
1320
Advocacy Wealth Management Services
Georgia
$3K – – –
HDIM
1321
Hanson & Doremus Investment Management
Vermont
$3K – – –
MWC
1322
MBM Wealth Consultants
Missouri
$3K +$3K +20 New
LTI
1323
Laffer Tengler Investments
Tennessee
$2.75K +$1.38K +10 +100%
GCS
1324
Gordian Capital (Singapore)
Singapore
$2K +$2K +10 New
RI
1325
Rinkey Investments
California
$2K +$2K +20 New
51 52
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