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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
$2.04B
3
Sands Capital Management
Sands Capital Management
Virginia
$1.44B
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$776M
5
Capital International Investors
Capital International Investors
California
$599M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.56B
2
Jennison Associates
Jennison Associates
New York
$1.94B
3
Capital World Investors
Capital World Investors
California
$2.09B
4
ECU
Egerton Capital (UK)
United Kingdom
$0
5
UBS AM
UBS AM
Illinois
$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
1376
Holderness Investments Company
North Carolina
– -$259K -1,880 Closed
CWM
1377
Congress Wealth Management
Massachusetts
– -$256K -1,860 Closed
GIP
1378
Granite Investment Partners
California
– -$256K -1,860 Closed
TCA
1379
Transcend Capital Advisors
New Jersey
– -$255K -1,850 Closed
DWT
1380
Dorsey & Whitney Trust
South Dakota
– -$253K -1,840 Closed
ML
1381
Mayport LLC
Massachusetts
– -$252K -1,830 Closed
SWM
1382
Salvus Wealth Management
New Jersey
– -$252K -1,830 Closed
XS
1383
XR Securities
Illinois
– -$251K -1,820 Closed
HGWM
1384
Horst & Graben Wealth Management
Oregon
– -$247K -1,790 Closed
NC
1385
NovaPoint Capital
Georgia
– -$244K -1,770 Closed
HCM
1386
Howland Capital Management
Massachusetts
– -$244K -1,770 Closed
PC
1387
Pecaut & Co
Iowa
– -$244K -1,770 Closed
TC
1388
Truvestments Capital
Florida
– -$242K -1,760 Closed
TW
1389
Transform Wealth
Colorado
– -$240K -1,740 Closed
GFS
1390
GYL Financial Synergies
Connecticut
– -$240K -1,740 Closed
CRCM
1391
Corbett Road Capital Management
Virginia
– -$240K -1,740 Closed
OWA
1392
Octavia Wealth Advisors
Ohio
– -$240K -1,740 Closed
AAS
1393
Annex Advisory Services
Wisconsin
– -$240K -1,740 Closed
SIC
1394
Sigma Investment Counselors
Michigan
– -$237K -1,720 Closed
OWA
1395
One Wealth Advisors
California
– -$237K -1,720 Closed
RCA
1396
Resonant Capital Advisors
Wisconsin
– -$237K -1,720 Closed
FPCG
1397
Fort Pitt Capital Group
Pennsylvania
– -$234K -1,700 Closed
ZIC
1398
ZWJ Investment Counsel
Georgia
– -$234K -1,700 Closed
PM
1399
Pembroke Management
Quebec, Canada
– -$294K -1,690 Closed
MCA
1400
Magnolia Capital Advisors
Mississippi
– -$232K -1,680 Closed
54 55
56
57 58