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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
+$831M
2
Morgan Stanley
Morgan Stanley
New York
+$393M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$194M
4
DVF
Discovery Value Fund
Singapore
+$194M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$153M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$612M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$300M
3
Coatue Management
Coatue Management
New York
-$215M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$187M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWLP
401
Prio Wealth Limited Partnership
Massachusetts
$500K – – –
CCM
402
Coldstream Capital Management
Washington
$490K -$313K -7,500 -39%
AWE
403
Avidian Wealth Enterprises
Texas
$479K +$12.5K +300 +3%
WCAMG
404
Woodard & Company Asset Management Group
North Carolina
$474K +$43.7K +1,050 +10%
SWM
405
SeaCrest Wealth Management
New York
$470K -$54.6K -1,310 -10%
GIA
406
Gladstone Institutional Advisory
Florida
$465K +$171K +4,100 +58%
APA
407
American Portfolios Advisors
New York
$462K +$21.3K +510 +5%
PFS
408
Prospera Financial Services
Texas
$461K +$2.5K +60 +0.5%
OFG
409
Oxford Financial Group
Indiana
$452K +$452K +10,850 New
SI
410
Stephens Inc
Arkansas
$437K -$546K -13,090 -56%
SXL
411
Summit X LLC
Missouri
$433K -$32.3K -770 -7%
MWM
412
Meridian Wealth Management
Kentucky
$432K -$42.5K -1,020 -9%
ASN
413
Advisory Services Network
Georgia
$430K -$36.8K -880 -8%
WJWM
414
Williams Jones Wealth Management
New York
$422K -$88.8K -2,130 -17%
CIS
415
Capital International Sarl
California
$422K +$422K +10,130 New
RCM
416
Requisite Capital Management
Texas
$417K -$626K -15,000 -60%
TMC
417
Trellus Management Company
Florida
$417K +$417K +10,000 New
CIG
418
Consolidated Investment Group
Colorado
$417K +$417K +10,000 New
DWT
419
Dorsey & Whitney Trust
South Dakota
$416K -$25.5K -610 -6%
WP
420
WealthSource Partners
California
$412K -$100K -2,410 -20%
WAM
421
World Asset Management
Michigan
$410K – – –
NIT
422
NumerixS Investment Technologies
British Columbia, Canada
$396K -$2.95M -70,600 -88%
CC
423
Cipher Capital
New York
$395K +$395K +9,480 New
CWM
424
Calamos Wealth Management
Illinois
$391K +$391K +9,390 New
MIM
425
Manitou Investment Management
Ontario, Canada
$389K +$389K +9,340 New
15 16
17
18 19