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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 %
OSNBOA
351
Old Second National Bank of Aurora
Illinois
$25K – – –
MSFP
352
Mark Sheptoff Financial Planning
Connecticut
$25K – – –
FA
353
Fortis Advisors
Pennsylvania
$25K – – –
BBHC
354
Brown Brothers Harriman & Co
New York
$25K +$25K +1,540 New
FHB
355
First Hawaiian Bank
Hawaii
$24K +$24K +1,440 New
TC
356
Truvestments Capital
Florida
$24K +$24K +1,450 New
SSB
357
Sandy Spring Bank
Maryland
$22K +$5.7K +350 +35%
WEC
358
Winslow Evans & Crocker
Massachusetts
$20K -$70.6K -3,740 -78%
CAL
359
Capital Analysts LLC
Pennsylvania
$20K – – –
NSIM
360
North Star Investment Management
Illinois
$18K -$16.4K -1,000 -48%
RWA
361
Ropes Wealth Advisors
Massachusetts
$17K – – –
CAC
362
Certified Advisory Corp
Florida
$17K +$8.67K +520 +104%
CCMW
363
Cypress Capital Management (Wyoming)
Wyoming
$16K – – –
ADL
364
Asset Dedication LLC
California
$16K – – –
BFC
365
Bedel Financial Consulting
Indiana
$16K – – –
TCOV
366
Trust Company of Vermont
Vermont
$16K – – –
TFA
367
Toth Financial Advisory
Virginia
$16K +$16K +1,000 New
First Manhattan
368
First Manhattan
New York
$16K +$16K +1,000 New
S
369
SignatureFD
Georgia
$14K – – –
GEA
370
Glen Eagle Advisors
New Jersey
$13.2K – – –
CFD
371
Creative Financial Designs
Indiana
$12K -$17.1K -1,000 -59%
SWP
372
Strategic Wealth Partners
Ohio
$12K – – –
CWSR
373
Chessman Wealth Strategies RIA
Texas
$12K +$12K +760 New
CBOA
374
Commonwealth Bank of Australia
Australia
$11K – – –
VIA
375
Vantage Investment Advisors
Pennsylvania
$10K +$10K +600 New
13 14
15
16 17