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Shopify
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Overview Fund Activity

368 hedge funds and large institutions have $9.52B invested in Shopify in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 130 increasing their positions, 104 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+33
Holders Change %
+9.85%
% of All Funds
8.44%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
76
Increased
130
Reduced
104
Closed
40
Calls
$358M
Puts
$824M
Net Calls
-$467M
Net Calls Change
-$229M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$846M
2
Fidelity International
Fidelity International
Bermuda
+$405M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$61.1M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$43.3M
5
CG
Carmignac Gestion
France
+$37.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$515M
2
Coatue Management
Coatue Management
New York
-$288M
3
Sands Capital Management
Sands Capital Management
Virginia
-$61.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$58.5M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
301
Winslow Evans & Crocker
Massachusetts
$72K – – –
FCB
302
First Command Bank
Texas
$72K – – –
FCFS
303
First Command Financial Services
Texas
$72K – – –
SPIA
304
Steward Partners Investment Advisory
New York
$70K -$5.83K -400 -8%
GSC
305
G&S Capital
Colorado
$66K – – –
GWM
306
Geneos Wealth Management
Colorado
$60K -$168K -11,710 -74%
CF
307
Centaurus Financial
California
$60K +$60K +4,100 New
JA
308
JOYN Advisors
Georgia
$60K +$60K +4,140 New
EA
309
Edge Advisors
Georgia
$59K +$59K +4,100 New
CLOS
310
Compagnie Lombard Odier SCmA
Switzerland
$58K – – –
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$55K – – –
CI
312
CX Institutional
Indiana
$50K +$50K +3,450 New
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$47K +$25.7K +1,750 +121%
TL
314
TrueWealth LLC
Georgia
$44K – – –
CCM
315
Covington Capital Management
California
$41K +$441 +30 +1%
WAM
316
Wealthspire Advisors (Maryland)
Maryland
$34K +$19.2K +1,300 +130%
NSIM
317
North Star Investment Management
Illinois
$31K – – –
ME
318
McIlrath & Eck
Washington
$31K – – –
BFEC
319
Benjamin F. Edwards & Company
Missouri
$29K – – –
TCM
320
Tradewinds Capital Management
Washington
$29K +$287 +20 +1%
PCG
321
Private Capital Group
Connecticut
$29K +$29K +2,000 New
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$28K +$28K +1,940 New
CFD
323
Creative Financial Designs
Indiana
$25K – – –
LFG
324
LifePlan Financial Group
Ohio
$24K – – –
FA
325
Fortis Advisors
Pennsylvania
$22K – – –
11 12
13
14 15