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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 %
CCFM
1401
Clear Creek Financial Management
Washington
– -$231K -1,680 Closed
TWM
1402
Titus Wealth Management
California
– -$231K -1,680 Closed
SCM
1403
Southport Capital Management
Tennessee
– -$230K -1,670 Closed
AI
1404
Accredited Investors
Minnesota
– -$230K -1,670 Closed
PI
1405
Pachira Investments
California
– -$227K -1,650 Closed
EL
1406
Essex LLC
Illinois
– -$227K -1,650 Closed
FFA
1407
Founders Financial Alliance
North Carolina
– -$226K -1,640 Closed
JCM
1408
Jacobi Capital Management
Pennsylvania
– -$222K -1,610 Closed
CPP
1409
Capasso Planning Partners
South Carolina
– -$222K -1,610 Closed
ZIMP
1410
Zimmermann Investment Management & Planning
Pennsylvania
– -$220K -1,600 Closed
TS
1411
Tamar Securities
California
– -$220K -1,600 Closed
WWM
1412
WT Wealth Management
Arizona
– -$220K -1,600 Closed
DA
1413
Detalus Advisors
Missouri
– -$219K -1,590 Closed
WFA
1414
Wellspring Financial Advisors
Ohio
– -$218K -1,580 Closed
AL
1415
Aspiriant LLC
California
– -$218K -1,580 Closed
Members Trust
1416
Members Trust
Florida
– -$216K -1,570 Closed
MWM
1417
Modera Wealth Management
New Jersey
– -$214K -1,560 Closed
WB
1418
WesBanco Bank
West Virginia
– -$215K -1,560 Closed
CI
1419
CX Institutional
Indiana
– -$213K -1,550 Closed
MPCG
1420
Matrix Private Capital Group
New York
– -$212K -1,540 Closed
FA
1421
Faithward Advisors
Pennsylvania
– -$212K -1,540 Closed
SP
1422
Successful Portfolios
Florida
– -$212K -1,540 Closed
SC
1423
Saturna Capital
Washington
– -$211K -1,530 Closed
NAS
1424
Nicolet Advisory Services
Wisconsin
– -$211K -1,530 Closed
CFA
1425
Capstone Financial Advisors
Illinois
– -$211K -1,530 Closed
55 56
57
58 59