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Shopify
SHOP

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 %
QCIG
351
Quad-Cities Investment Group
Iowa
$28K +$28K +2,000 New
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$27K – – –
MOS
353
MGO One Seven
Ohio
$27K +$27K +2,010 New
W
354
WealthOne
New York
$26K +$26K +1,900 New
WAM
355
Wealthspire Advisors (Maryland)
Maryland
$25K – – –
AAMU
356
Amundi Asset Management US
Massachusetts
$24.7K +$2.98K +215,330 +14%
FCA
357
FinTrust Capital Advisors
South Carolina
$24K +$24K +1,710 New
LFG
358
LifePlan Financial Group
Ohio
$23K – – –
CBOA
359
Commonwealth Bank of Australia
Australia
$23K +$14K +1,090 +156%
PFO
360
Pathstone Family Office
New Jersey
$23K +$23K +1,630 New
CAC
361
Certified Advisory Corp
Florida
$22K +$7.89K +570 +56%
RCAG
362
Rehmann Capital Advisory Group
Michigan
$21.5K +$21.5K +1,550 New
FA
363
Fortis Advisors
Pennsylvania
$21K – – –
OSNBOA
364
Old Second National Bank of Aurora
Illinois
$21K – – –
MSFP
365
Mark Sheptoff Financial Planning
Connecticut
$21K – – –
FHB
366
First Hawaiian Bank
Hawaii
$20K – – –
CAM
367
Cresset Asset Management
Illinois
$20K +$20K +1,410 New
SSB
368
Sandy Spring Bank
Maryland
$19K – – –
EWM
369
Executive Wealth Management
Michigan
$18K +$18K +1,300 New
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
$17K -$116K -8,570 -87%
CAL
371
Capital Analysts LLC
Pennsylvania
$17K – – –
BFC
372
Bedel Financial Consulting
Indiana
$16K – – –
RWA
373
Ropes Wealth Advisors
Massachusetts
$15K – – –
S
374
SignatureFD
Georgia
$15K +$3.44K +250 +30%
TWA
375
TCI Wealth Advisors
Arizona
$15K +$14.3K +1,040 +2,080%
13 14
15
16 17