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Shopify
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Overview Fund Activity

253 hedge funds and large institutions have $4.04B invested in Shopify in 2017 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 75 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+35
Holders Change %
+16.06%
% of All Funds
6.32%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.15%
New
78
Increased
75
Reduced
80
Closed
42
Calls
$92.7M
Puts
$355M
Net Calls
-$263M
Net Calls Change
-$211M

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$228M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.09B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$117M
4
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$40.6M
5
Franklin Resources
5
Franklin Resources
California
$34.6M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$25.7M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$51.2M
3
ACA
3
Abdiel Capital Advisors
New York
$152M
4
CAM
4
Contour Asset Management
New York
$0
5
PI
5
Putnam Investments
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$33K +$698 +80 +2%
SIM
227
Sonora Investment Management
Arizona
$29.1K +$29.1K +3,350 New
MWM
228
MinichMacGregor Wealth Management
New York
$28K +$23.7K +2,780 +556%
WA
229
WFG Advisors
Texas
$26K +$8.67K +1,000 +50%
GT
230
Glenmede Trust
Pennsylvania
$20K – – –
BAM
231
Barrett Asset Management
New York
$17K – – –
BFEC
232
Benjamin F. Edwards & Company
Missouri
$17K +$17K +2,000 New
MFW
233
Mosaic Family Wealth
Missouri
$17K +$17K +2,000 New
GEA
234
Glen Eagle Advisors
New Jersey
$16.5K – – –
PCM
235
Prelude Capital Management
New York
$14K +$14K +1,640 New
AIS
236
Accurate Investment Solutions
Pennsylvania
$13K +$4.33K +500 +50%
EWM
237
Evercore Wealth Management
New York
$12K – – –
Simplex Trading
238
Simplex Trading
Illinois
$11K +$11K +1,320 New
NSIM
239
North Star Investment Management
Illinois
$10K – – –
1832 Asset Management
240
1832 Asset Management
Ontario, Canada
$9K – – –
PA
241
Parallel Advisors
California
$9K +$7.5K +800 +500%
WAM
242
Wealthspire Advisors (Maryland)
Maryland
$9K +$9K +1,000 New
TCOV
243
Trust Company of Vermont
Vermont
$9K +$9K +1,000 New
TDC
244
Thompson Davis & Co
Virginia
$9K +$9K +1,000 New
TCM
245
Tradewinds Capital Management
Washington
$9K +$9K +1,000 New
AA
246
AlphaMark Advisors
Kentucky
$4K +$4K +460 New
PAI
247
Pittenger & Anderson Inc
Nebraska
$3K -$1.5K -150 -33%
BTIS
248
BB&T Investment Services
North Carolina
$3K +$3K +360 New
WAS
249
Winch Advisory Services
Wisconsin
$2K – – –
SQA
250
Simon Quick Advisors
New Jersey
$2K – – –
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10
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