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Shopify
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Overview Fund Activity

610 hedge funds and large institutions have $28.2B invested in Shopify in 2019 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 210 increasing their positions, 157 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+79
Holders Change %
+14.88%
% of All Funds
12.05%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.39%
New
150
Increased
210
Reduced
157
Closed
57
Calls
$2.18B
Puts
$3.42B
Net Calls
-$1.24B
Net Calls Change
-$419M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$683M
3
Jennison Associates
Jennison Associates
New York
+$346M
4
LPC
Lone Pine Capital
Connecticut
+$173M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$120M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$442M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$259M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$214M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$193M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$90M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
351
WealthSource Partners
California
$489K +$8.36K +210 +2%
WJWM
352
Williams Jones Wealth Management
New York
$487K – – –
CAL
353
Capital Analysts LLC
Pennsylvania
$479K +$99.5K +2,500 +26%
PWLP
354
Prio Wealth Limited Partnership
Massachusetts
$477K – – –
AT
355
Arden Trust
Delaware
$474K +$89.8K +2,260 +23%
JWM
356
Jackson Wealth Management
Florida
$470K +$470K +10,000 New
MAFM
357
Mid Atlantic Financial Management
Pennsylvania
$468K +$91K +2,290 +24%
QCM
358
Quest Capital Management
Texas
$467K +$6.37K +160 +1%
OC
359
Oppenheimer & Co
New York
$466K -$192K -4,830 -29%
DAS
360
Dynamic Advisor Solutions
Arizona
$464K +$170K +4,290 +58%
MC
361
Moors & Cabot
Massachusetts
$456K – – –
MWM
362
Meridian Wealth Management
Kentucky
$453K +$129K +3,250 +40%
CAGAS
363
Capital Advisory Group Advisory Services
Minnesota
$451K -$114K -2,830 -20%
CAAS
364
Capital Asset Advisory Services
Michigan
$448K +$448K +9,100 New
KPCM
365
Kings Point Capital Management
New York
$445K -$53.7K -1,350 -11%
Cetera Investment Advisers
366
Cetera Investment Advisers
Illinois
$445K +$120K +3,000 +37%
AWE
367
Avidian Wealth Enterprises
Texas
$445K +$445K +11,190 New
ASN
368
Advisory Services Network
Georgia
$444K -$543K -13,660 -55%
SXL
369
Summit X LLC
Missouri
$441K +$441K +11,090 New
MAM
370
Mastrapasqua Asset Management
Tennessee
$437K – – –
PFS
371
Prospera Financial Services
Texas
$437K +$437K +11,000 New
WSTAM
372
Wilbanks Smith & Thomas Asset Management
Virginia
$435K – – –
V
373
Veritable
Delaware
$435K +$1.99K +50 +0.5%
PA
374
Paragon Advisors
Texas
$421K +$421K +9,810 New
DWT
375
Dorsey & Whitney Trust
South Dakota
$420K -$8.34K -210 -2%
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15
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