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Shopify
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Overview Fund Activity

427 hedge funds and large institutions have $9.9B invested in Shopify in 2018 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+17
Holders Change %
+4.15%
% of All Funds
9.53%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
85
Increased
162
Reduced
112
Closed
65
Calls
$477M
Puts
$821M
Net Calls
-$344M
Net Calls Change
-$63.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$239M
2
Fidelity International
Fidelity International
Bermuda
+$224M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$93.4M
4
WCM Investment Management
WCM Investment Management
California
+$49.5M
5
DIG
Dragoneer Investment Group
California
+$40.4M

Top Sellers

1
CG
Carmignac Gestion
France
-$126M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$99.8M
3
CAM
Contour Asset Management
New York
-$53.8M
4
WRCM
Whale Rock Capital Management
Massachusetts
-$33.7M
5
HCM
Hitchwood Capital Management
New York
-$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
301
Hilltop Holdings
Texas
$209K -$5.39K -390 -3%
DWM
302
Dorchester Wealth Management
Quebec, Canada
$208K +$24.3K +1,750 +13%
AA
303
Ancora Advisors
Ohio
$208K +$137K +9,850 +191%
PP
304
Peconic Partners
New York
$208K +$139K +10,000 +200%
WF
305
Welch & Forbes
Massachusetts
$201K – – –
CAW
306
Cornerstone Advisors (Washington)
Washington
$192K – – –
FFW
307
Fusion Family Wealth
New York
$183K – – –
FGC
308
Financial Gravity Companies
Texas
$164K +$164K +9,620 New
APA
309
American Portfolios Advisors
New York
$162K +$50.5K +3,650 +45%
BAM
310
Belpointe Asset Management
Nevada
$150K -$586K -42,300 -80%
PCP
311
Proficio Capital Partners
Massachusetts
$149K +$10.2K +740 +7%
SIAS
312
Shine Investment Advisory Services
Colorado
$148K -$3.04K -220 -2%
BWL
313
Bogart Wealth LLC
Virginia
$141K +$141K +10,200 New
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$127K +$57.2K +4,120 +82%
OAM
315
Oppenheimer Asset Management
New York
$127K +$127K +9,170 New
ER
316
Enlightenment Research
Florida
$125K +$125K +9,000 New
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$118K +$12.4K +900 +12%
BFEC
318
Benjamin F. Edwards & Company
Missouri
$106K +$62.4K +4,500 +143%
NCGI
319
Next Century Growth Investors
Minnesota
$101K +$101K +7,320 New
NFG
320
Next Financial Group
Texas
$100K +$69.9K +5,030 +232%
Group One Trading
321
Group One Trading
Illinois
$96K +$96K +6,900 New
WEC
322
Winslow Evans & Crocker
Massachusetts
$82K +$67K +4,740 +447%
SWM
323
SeaCrest Wealth Management
New York
$77K -$2.21K -160 -3%
FANJ
324
Financial Architects (New Jersey)
New Jersey
$77K – – –
AF
325
Advisornet Financial
Minnesota
$74K +$74K +5,350 New
11 12
13
14 15