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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
$311M
2
Fidelity International
Fidelity International
Bermuda
$734M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$524M
4
WCM Investment Management
WCM Investment Management
California
$914M
5
DIG
Dragoneer Investment Group
California
$40.4M

Top Sellers

1
CG
Carmignac Gestion
France
$119M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$0
3
CAM
Contour Asset Management
New York
$0
4
WRCM
Whale Rock Capital Management
Massachusetts
$148M
5
HCM
Hitchwood Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
376
Trust Company of Vermont
Vermont
$14K – – –
TFA
377
Toth Financial Advisory
Virginia
$14K – – –
ADL
378
Asset Dedication LLC
California
$14K – – –
HCM
379
Horrell Capital Management
Arkansas
$14K +$7K +500 +100%
NCM
380
New Capital Management
Texas
$14K +$14K +1,000 New
First Manhattan
381
First Manhattan
New York
$13K – – –
DekaBank Deutsche Girozentrale
382
DekaBank Deutsche Girozentrale
Germany
$13K +$13K +950 New
AF
383
Arrow Financial
New York
$12K +$5.08K +360 +73%
GEA
384
Glen Eagle Advisors
New Jersey
$11.1K – – –
CFD
385
Creative Financial Designs
Indiana
$10K – – –
WAP
386
Wealthcare Advisory Partners
Pennsylvania
$10K +$10K +720 New
CTC
387
Central Trust Company
Missouri
$10K +$10K +750 New
1NWS
388
1 North Wealth Services
Maryland
$9K +$9K +670 New
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$8.17K +$8.17K +590 New
LFG
390
Larson Financial Group
Missouri
$7K +$7K +500 New
BBA
391
Braun-Bostich & Associates
Pennsylvania
$7K +$7K +500 New
PCM
392
Peregrine Capital Management
Minnesota
$6K – – –
LPWM
393
Lake Point Wealth Management
Texas
$6K +$6K +400 New
CFN
394
Cordasco Financial Network
Florida
$5K – – –
SBL
395
Sargent Bickham Lagudis
Colorado
$5K – – –
PAMU
396
Pictet Asset Management (UK)
United Kingdom
$4.26K +$14 +1,000 +0.3%
VFA
397
Valeo Financial Advisors
Indiana
$4K -$750 -60 -16%
Nisa Investment Advisors
398
Nisa Investment Advisors
Missouri
$4K – – –
AIS
399
Accurate Investment Solutions
Pennsylvania
$4K – – –
AIM
400
Advantage Investment Management
Iowa
$4K +$1.93K +140 +93%
14 15
16
17 18