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Shopify
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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 %
FHA
401
First Horizon Advisors
Tennessee
$3K – – –
EDRH
402
Edmond de Rothschild Holding
Switzerland
$3K – – –
LWM
403
Liberty Wealth Management
California
$3K +$3K +240 New
CQS
404
Credential Qtrade Securities
$2.9K +$2.9K +210 New
DAM
405
Delta Asset Management
Tennessee
$2K – – –
RWA
406
River Wealth Advisors
Pennsylvania
$2K – – –
GRP
407
Global Retirement Partners
California
$2K – – –
EARNEST Partners
408
EARNEST Partners
Georgia
$2K – – –
FPFS
409
First Personal Financial Services
North Carolina
$2K – – –
MSA
410
Marino Stram & Associates
Massachusetts
$2K +$2K +70 New
BAM
411
Bruderman Asset Management
New York
$2K +$2K +120 New
AA
412
AlphaMark Advisors
Kentucky
$1K -$4K -200 -80%
HR
413
Howe & Rusling
New York
$1K – – –
CA
414
Claro Advisors
Massachusetts
$1K +$1K +40 New
TAIM
415
TD Ameritrade Investment Management
Nebraska
$1K +$556 +50 +125%
WANY
416
Wealthspire Advisors (New York)
New York
$1K +$1K +60 New
OIA
417
OneDigital Investment Advisors
Kansas
$1K +$1K +70 New
BCA
418
Berman Capital Advisors
Georgia
$1K +$1K +100 New
LWM
419
Lenox Wealth Management
Ohio
$1K +$1K +570 New
GI
420
GS Investments
Minnesota
$969 – – –
NA
421
NewEdge Advisors
Louisiana
$266 +$266 +19,200 New
GT
422
Glenmede Trust
Pennsylvania
$167 +$167 +12,120 New
William Blair Investment Management
423
William Blair Investment Management
Illinois
– -$99.8M -6,065,850 Closed
CAM
424
Contour Asset Management
New York
– -$53.8M -3,273,610 Closed
HCM
425
Hitchwood Capital Management
New York
– -$29.6M -1,800,000 Closed
15 16
17
18 19