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Shopify
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Overview Fund Activity

940 hedge funds and large institutions have $72.3B invested in Shopify in 2020 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 342 increasing their positions, 321 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
940
Holders Change
+64
Holders Change %
+7.31%
% of All Funds
19.02%
Holding in Top 10
57
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.52%
% of All Funds
1.15%
New
160
Increased
342
Reduced
321
Closed
90
Calls
$5.63B
Puts
$6.82B
Net Calls
-$1.19B
Net Calls Change
+$210M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$862M
2
Brown Advisory
Brown Advisory
Maryland
+$321M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$283M
4
Coatue Management
Coatue Management
New York
+$279M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$235M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$1.46B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.4B
3
Morgan Stanley
Morgan Stanley
New York
-$427M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$296M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISWM
351
Independent Solutions Wealth Management
New York
$2.79M -$191K -1,870 -6%
RC
352
Roundview Capital
New Jersey
$2.79M -$18.4K -180 -0.7%
SG
353
StoneX Group
New York
$2.77M +$171K +1,670 +7%
Rockefeller Capital Management
354
Rockefeller Capital Management
New York
$2.77M +$44K +430 +2%
BRWA
355
B. Riley Wealth Advisors
Florida
$2.77M +$482K +4,850 +21%
DI
356
DFPG Investments
Utah
$2.76M -$1.52M -14,200 -36%
PBCM
357
Point Break Capital Management
Florida
$2.76M +$403K +3,940 +17%
CIBC Private Wealth Group
358
CIBC Private Wealth Group
Georgia
$2.67M +$2.67M +26,120 New
FA
359
FDx Advisors
Illinois
$2.66M +$481K +4,700 +22%
MYIA
360
Mount Yale Investment Advisors
Colorado
$2.65M -$2.32M -22,670 -47%
RFC
361
Regions Financial Corp
Alabama
$2.62M +$2.16M +21,140 +476%
FCI
362
Financial Counselors Inc
Kansas
$2.59M +$816K +7,980 +46%
SIAP
363
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.58M -$558K -5,450 -18%
LCM
364
Laurion Capital Management
New York
$2.58M +$2.58M +25,250 New
FMT
365
First Mercantile Trust
Tennessee
$2.57M -$949K -10,510 -27%
MIM
366
Monashee Investment Management
Massachusetts
$2.56M +$2.56M +25,000 New
GT
367
Glenmede Trust
Pennsylvania
$2.53M +$179K +1,750 +8%
KeyBank National Association
368
KeyBank National Association
Ohio
$2.52M -$128K -1,250 -5%
LNC
369
Lincoln National Corp
Pennsylvania
$2.51M +$74.7K +730 +3%
KPWS
370
Kestra Private Wealth Services
Texas
$2.5M +$2.5M +24,480 New
RHBC
371
R.H. Bluestein & Co
Michigan
$2.44M -$440K -4,300 -15%
Mercer Global Advisors
372
Mercer Global Advisors
Colorado
$2.44M +$348K +3,400 +17%
ECM
373
ETrade Capital Management
Virginia
$2.43M -$106K -1,040 -4%
FAAS
374
First Allied Advisory Services
California
$2.37M +$361K +3,530 +18%
WA
375
Winfield Associates
Ohio
$2.31M +$174K +1,700 +8%
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