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Shopify
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Overview Fund Activity

697 hedge funds and large institutions have $29.6B invested in Shopify in 2020 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 235 increasing their positions, 240 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+87
Holders Change %
+14.26%
% of All Funds
15.4%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.68%
New
149
Increased
235
Reduced
240
Closed
55
Calls
$1.66B
Puts
$2.63B
Net Calls
-$966M
Net Calls Change
+$276M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$2.03B
2
Morgan Stanley
Morgan Stanley
New York
$2.19B
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$194M
4
DVF
Discovery Value Fund
Singapore
$291M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$153M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$1.37B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$790M
3
Coatue Management
Coatue Management
New York
$570K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$337M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
351
Wilbanks Smith & Thomas Asset Management
Virginia
$728K +$272K +6,530 +60%
GIBU
352
Gulf International Bank (UK)
United Kingdom
$727K +$48.6K +1,160 +7%
GC
353
Guggenheim Capital
Illinois
$714K -$295K -7,080 -29%
PCS
354
Personal CFO Solutions
New Jersey
$713K -$431K -10,340 -38%
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$689K -$143K -3,720 -17%
FPS
356
Fieldpoint Private Securities
Connecticut
$682K -$540K -12,940 -44%
AAS
357
Avantax Advisory Services
Texas
$678K -$150K -3,600 -18%
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
$669K -$31.3K -750 -4%
MAFM
359
Mid Atlantic Financial Management
Pennsylvania
$669K +$178K +4,260 +36%
Asset Management One
360
Asset Management One
Japan
$667K -$41.7K -1,000 -6%
MAM
361
Mastrapasqua Asset Management
Tennessee
$667K +$208K +5,000 +45%
OAMG
362
Odey Asset Management Group
United Kingdom
$667K +$667K +16,000 New
KWM
363
Kingsview Wealth Management
Oregon
$664K +$70.1K +1,680 +12%
DBT
364
Dubuque Bank & Trust
Iowa
$655K – – –
Lido Advisors
365
Lido Advisors
California
$641K -$43.8K -1,050 -6%
MCM
366
MAI Capital Management
Ohio
$640K -$312K -7,480 -33%
CI
367
Cigna Investments
Connecticut
$635K +$17.1K +410 +3%
BIM
368
Baldwin Investment Management
Pennsylvania
$632K +$6.67K +160 +1%
JG
369
Jefferies Group
New York
$630K -$10M -240,390 -94%
WIC
370
Whitegate Investment Counselors
New Hampshire
$630K -$68.8K -1,650 -10%
WF
371
Welch & Forbes
Massachusetts
$626K +$834 +20 +0.1%
PP
372
Peconic Partners
New York
$625K – – –
EWM
373
Elmwood Wealth Management
California
$623K +$623K +50,000 New
Prudential Financial
374
Prudential Financial
New Jersey
$621K -$192K -4,610 -24%
CS
375
Comerica Securities
Michigan
$620K -$227K -5,450 -27%
13 14
15
16 17