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Shopify
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Overview Fund Activity

410 hedge funds and large institutions have $11.1B invested in Shopify in 2018 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 147 increasing their positions, 106 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+42
Holders Change %
+11.41%
% of All Funds
9.39%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
87
Increased
147
Reduced
106
Closed
42
Calls
$579M
Puts
$859M
Net Calls
-$280M
Net Calls Change
+$186M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$512M
2
Fidelity International
Fidelity International
Bermuda
$606M
3
Jennison Associates
Jennison Associates
New York
$190M
4
Wells Fargo
Wells Fargo
California
$145M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$302M

Top Sellers

1
Coatue Management
Coatue Management
New York
$405M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$801M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$31.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.4M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCFS
326
First Command Financial Services
Texas
$81K – – –
GWM
327
Geneos Wealth Management
Colorado
$79K +$10.7K +650 +16%
AIG
328
American International Group
New York
$79K +$79K +4,800 New
GSC
329
G&S Capital
Colorado
$74K – – –
JWBC
330
John W. Bristol & Co
New York
$68K -$25.4M -1,541,030 -100%
JA
331
JOYN Advisors
Georgia
$66K -$2.31K -140 -3%
CCM
332
Covington Capital Management
California
$66K +$20.4K +1,250 +45%
MWPCG
333
Measured Wealth Private Client Group
New Hampshire
$66K +$66K +4,000 New
CLM
334
ClearBridge LLC (Maryland)
Maryland
$65K +$65K +3,930 New
SPIA
335
Steward Partners Investment Advisory
New York
$64K -$14.8K -900 -19%
CI
336
CX Institutional
Indiana
$57K – – –
HFM
337
Harvest Fund Management
China
$57K +$57K +3,480 New
BFEC
338
Benjamin F. Edwards & Company
Missouri
$52K +$18.9K +1,140 +57%
TL
339
TrueWealth LLC
Georgia
$49K – – –
PAMG
340
Patton Albertson Miller Group
Tennessee
$44K +$44K +3,600 New
CFGS
341
Concourse Financial Group Securities
Alabama
$39K +$39K +2,380 New
CFG
342
CKW Financial Group
Hawaii
$38K +$38K +2,320 New
NFG
343
Next Financial Group
Texas
$36K +$36K +2,170 New
ME
344
McIlrath & Eck
Washington
$35K – – –
TCM
345
Tradewinds Capital Management
Washington
$33K -$330 -20 -1%
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$32K – – –
PCG
347
Private Capital Group
Connecticut
$32K – – –
WAM
348
Wealthspire Advisors (Maryland)
Maryland
$30K -$8.33K -500 -22%
LFG
349
LifePlan Financial Group
Ohio
$27K – – –
RFA
350
Reilly Financial Advisors
California
$26K +$1.16K +70 +5%
12 13
14
15 16