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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.

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
1
Capital Research Global Investors
California
$2.9B
2
UBS AM
2
UBS AM
Illinois
$1.03B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.5B
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$612M
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$249M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.01B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$254M
3
AIM
3
ARK Investment Management
Florida
$985M
4
SG Americas Securities
4
SG Americas Securities
New York
$177M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.11B
Name Market Value Shares Shares
Change 		Shares
Change %
KPW
1401
Kore Private Wealth
New York
– – -2,120 Closed
LWIC
1402
Leith Wheeler Investment Counsel
British Columbia, Canada
– – -2,120 Closed
BOPW
1403
Brandywine Oak Private Wealth
Pennsylvania
– – -2,020 Closed
NL
1404
NKCFO LLC
Illinois
– – -2,000 Closed
Lazard Asset Management
1405
Lazard Asset Management
New York
– – -2,000 Closed
TWM
1406
Triton Wealth Management
Arizona
– – -2,000 Closed
RWG
1407
Ratio Wealth Group
Colorado
– – -2,000 Closed
RC
1408
RBF Capital
California
– – -2,000 Closed
CSA
1409
Cottage Street Advisors
Massachusetts
– – -1,940 Closed
EI
1410
Ethic Inc
New York
– – -1,900 Closed
FFS
1411
Founders Financial Securities
Maryland
– – -1,860 Closed
I
1412
INVST
Indiana
– – -1,850 Closed
AI
1413
ArchPoint Investors
Florida
– – -1,740 Closed
AIA
1414
Avalon Investment & Advisory
Texas
– – -1,710 Closed
MSFP
1415
Mark Sheptoff Financial Planning
Connecticut
– – -1,700 Closed
CIAS
1416
CFS Investment Advisory Services
New Jersey
– – -1,640 Closed
JAM
1417
Jupiter Asset Management
United Kingdom
– – -1,550 Closed
NIM
1418
NuWave Investment Management
New Jersey
– – -1,510 Closed
MCM
1419
Marathon Capital Management
Maryland
– – -1,500 Closed
WC
1420
Whitney & Co
New York
– – -1,490 Closed
LA
1421
LVW Advisors
New York
– – -1,480 Closed
MA
1422
MCF Advisors
Kentucky
– – -1,300 Closed
IBOK
1423
Independence Bank of Kentucky
Kentucky
– – -810 Closed
CAGAS
1424
Capital Advisory Group Advisory Services
Minnesota
– – -700 Closed
LWM
1425
Liberty Wealth Management
California
– – -580 Closed
55 56
57
58 59