Shopify
SHOP
284 hedge funds and large institutions have $5.65B invested in Shopify in 2017 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 83 increasing their positions, 99 reducing their positions, and 62 closing their positions.
85.02% more ownership
Funds ownership: 564.66% → 649.68% (+85%)
3% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 62
1% more capital invested
Capital invested by funds: $5.62B → $5.65B (+$37.5M)
0% less funds holding
Funds holding: 285 → 284 (-1)
16% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 99
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
55% less call options, than puts
Call options by funds: $167M | Put options by funds: $375M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Coatue Management
New York
|
+$449M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$249M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$47.1M |
| 4 |
CG
Carmignac Gestion
Paris,
France
|
+$43.4M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$40.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$182M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$54.2M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$34.8M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$27.1M |
| 5 |
Jennison Associates
New York
|
-$21.2M |
SHOP Hedge Fund Activity: Q4 2017 in Review
284 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q4 2017, worth a combined $5.65B — up 0.67% from $5.62B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new SHOP positions and 62 closed out — a net gain of 2 holders — while 83 added to existing stakes and 99 trimmed.
The largest buyer was Coatue Management, adding an estimated $449M. The largest seller was Fidelity Investments, cutting an estimated $182M.
- 284 institutional investors held Shopify (SHOP) as of Q4 2017, down from 285 in Q3 2017.
- Funds reported $5.65B of Shopify stock for Q4 2017, up 0.67% quarter-over-quarter.
- 64 funds opened new Shopify positions in Q4 2017 and 62 closed out, a net change of +2 holders.
- The largest Shopify buyer in Q4 2017 was Coatue Management, an estimated $449M added.
- The largest Shopify seller in Q4 2017 was Fidelity Investments, an estimated $182M sold.
Based on aggregated 13F filings for Q4 2017.