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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 %
AAP
326
Arax Advisory Partners
Colorado
$71K -$6.54K -470 -8%
GWM
327
Geneos Wealth Management
Colorado
$69K +$5.29K +400 +8%
FCB
328
First Command Bank
Texas
$68K – – –
FCFS
329
First Command Financial Services
Texas
$68K – – –
CFG
330
CKW Financial Group
Hawaii
$64K +$31.7K +2,270 +98%
GSC
331
G&S Capital
Colorado
$62K – – –
CI
332
CX Institutional
Indiana
$62K +$13.9K +1,000 +29%
CCM
333
Covington Capital Management
California
$56K – – –
EWA
334
Evolution Wealth Advisors
Florida
$56K +$56K +4,010 New
JA
335
JOYN Advisors
Georgia
$55K – – –
WWM
336
Willingdon Wealth Management
North Carolina
$55K +$55K +4,000 New
CLM
337
ClearBridge LLC (Maryland)
Maryland
$54K – – –
ME
338
McIlrath & Eck
Washington
$54K +$24.5K +1,780 +83%
SWP
339
Strategic Wealth Partners
Ohio
$47K +$35.4K +2,300 +307%
CFGS
340
Concourse Financial Group Securities
Alabama
$44K +$11.5K +840 +35%
BBHC
341
Brown Brothers Harriman & Co
New York
$43K +$21.6K +1,560 +101%
TL
342
TrueWealth LLC
Georgia
$42K – – –
RFC
343
Regions Financial Corp
Alabama
$39K -$47.9K -3,500 -55%
CLOS
344
Compagnie Lombard Odier SCmA
Switzerland
$37K -$68.5K -5,000 -65%
RFA
345
Reilly Financial Advisors
California
$36K +$14K +1,000 +64%
BTNA
346
Bremer Trust National Association
Minnesota
$36K +$36K +2,620 New
NSIM
347
North Star Investment Management
Illinois
$29K +$13.8K +1,000 +91%
PCG
348
Private Capital Group
Connecticut
$28K – – –
OIA
349
Optimum Investment Advisors
Illinois
$28K +$28K +2,000 New
MWC
350
MKD Wealth Coaches
Michigan
$28K +$28K +2,000 New
12 13
14
15 16