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Shopify
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Overview Fund Activity

1,142 hedge funds and large institutions have $51.9B invested in Shopify in 2022 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 501 increasing their positions, 361 reducing their positions, and 339 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,142
Holders Change
-200
Holders Change %
-14.9%
% of All Funds
18.07%
Holding in Top 10
50
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-41.18%
% of All Funds
0.79%
New
152
Increased
501
Reduced
361
Closed
339
Calls
$14.5B
Puts
$7.36B
Net Calls
+$7.15B
Net Calls Change
+$3.92B

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$837M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$613M
3
Sands Capital Management
Sands Capital Management
Virginia
+$490M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$391M
5
Capital International Investors
Capital International Investors
California
+$380M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.39B
2
Jennison Associates
Jennison Associates
New York
-$1.23B
3
Capital World Investors
Capital World Investors
California
-$947M
4
ECU
Egerton Capital (UK)
United Kingdom
-$577M
5
UBS AM
UBS AM
Illinois
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBWIC
1301
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$357K -2,590 Closed
BAS
1302
Brown Advisory Securities
Maryland
– -$352K -2,560 Closed
GG
1303
Gofen & Glossberg
Illinois
– -$353K -2,560 Closed
FA
1304
Fiducient Advisors
Illinois
– -$351K -2,550 Closed
WWA
1305
WC Walker & Associates
California
– -$280K -2,540 Closed
H
1306
HoyleCohen
California
– -$347K -2,520 Closed
PWS
1307
Private Wealth Strategies
Ohio
– -$345K -2,510 Closed
VWA
1308
Visionary Wealth Advisors
Illinois
– -$346K -2,510 Closed
SCH
1309
Springs Capital (HK)
Hong Kong
– -$344K -2,500 Closed
FVWA
1310
Foster Victor Wealth Advisors
South Carolina
– -$292K -2,500 Closed
IA
1311
Insight Advisors
Pennsylvania
– -$344K -2,500 Closed
SF
1312
Symphony Financial
Texas
– -$334K -2,450 Closed
RS
1313
Retirement Solution
Washington
– -$335K -2,430 Closed
TNA
1314
True North Advisors
Texas
– -$333K -2,420 Closed
OAC
1315
OMERS Administration Corp
Ontario, Canada
– -$333K -2,420 Closed
YIA
1316
YHB Investment Advisors
Connecticut
– -$333K -2,420 Closed
PCM
1317
Presidio Capital Management
California
– -$332K -2,410 Closed
ICG
1318
InterOcean Capital Group
Tennessee
– -$331K -2,400 Closed
UAS
1319
United Asset Strategies
New York
– -$331K -2,400 Closed
MWA
1320
MFA Wealth Advisors
Pennsylvania
– -$329K -2,390 Closed
APW
1321
Austin Private Wealth
Texas
– -$328K -2,380 Closed
VAFP
1322
Vahanian & Associates Financial Planning
New York
– -$326K -2,370 Closed
RW
1323
REDW Wealth
New Mexico
– -$324K -2,350 Closed
TBA
1324
Tower Bridge Advisors
Pennsylvania
– -$317K -2,300 Closed
MW
1325
Marcum Wealth
Ohio
– -$314K -2,280 Closed
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