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Shopify

410 hedge funds and large institutions have $11.1B invested in Shopify in 2018 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 147 increasing their positions, 106 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 42

39% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 106

18.26% more ownership

Funds ownership: 700.85%719.11% (+18%)

17% more capital invested

Capital invested by funds: $9.52B → $11.1B (+$1.6B)

11% more funds holding

Funds holding: 368410 (+42)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

33% less call options, than puts

Call options by funds: $579M | Put options by funds: $859M

Holders
410
Holders Change
+42
Holders Change %
+11.41%
% of All Funds
9.37%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
87
Increased
147
Reduced
106
Closed
42
Calls
$579M
Puts
$859M
Net Calls
-$280M
Net Calls Change
+$186M
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
426
Dynamic Technology Lab
Singapore
-$849K -58,220 Closed
HI
427
HBK Investments
Texas
-$773K -53,000 Closed
TCM
428
Teza Capital Management
Illinois
-$692K -47,400 Closed
CC
429
Cipher Capital
New York
-$665K -45,580 Closed
MIM
430
Manitou Investment Management
Ontario, Canada
-$614K -42,100 Closed
AWM
431
Avitas Wealth Management
California
-$560K -38,370 Closed
BRF
432
B. Riley Financial
California
-$413K -26,000 Closed
FRM
433
Fox Run Management
Connecticut
-$376K -25,780 Closed
YWP
434
YorkBridge Wealth Partners
New York
-$375K -25,700 Closed
MWAC
435
Mariner Wealth Advisors (Cincinnati)
Ohio
-$351K -24,050 Closed
WCAMG
436
Woodard & Company Asset Management Group
North Carolina
-$263K -18,000 Closed
PFS
437
Prospera Financial Services
Texas
-$257K -17,020 Closed
IG
438
ING Group
Netherlands
-$228K -15,640 Closed
PWLP
439
Prio Wealth Limited Partnership
Massachusetts
-$218K -15,000 Closed
PCM
440
Prelude Capital Management
New York
-$195K -13,400 Closed
OIA
441
OneDigital Investment Advisors
Kansas
-$106K -7,250 Closed
GT
442
Glenmede Trust
Pennsylvania
-$96K -6,550 Closed
HH
443
HWG Holdings
Texas
-$76K -5,190 Closed
CF
444
Centaurus Financial
California
-$60K -4,100 Closed
CIBC Private Wealth Group
445
CIBC Private Wealth Group
Georgia
-$47K -3,200 Closed
BAMCO Inc
446
BAMCO Inc
New York
-$22K -1,480 Closed
STA
447
Summit Trail Advisors
New York
-$20K -1,370 Closed
WAS
448
Winch Advisory Services
Wisconsin
-$2K -120 Closed
PCM
449
Poehling Capital Management
Wisconsin
-$1K -100 Closed
CFA
450
Carroll Financial Associates
North Carolina
+$914 +60 New

SHOP Hedge Fund Activity: Q3 2018 in Review

410 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q3 2018, worth a combined $11.1B — up 17% from $9.52B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SHOP positions and 42 closed out — a net gain of 45 holders — while 147 added to existing stakes and 106 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $218M. The largest seller was Coatue Management, cutting an estimated $391M.

  • 410 institutional investors held Shopify (SHOP) as of Q3 2018, up from 368 in Q2 2018.
  • Funds reported $11.1B of Shopify stock for Q3 2018, up 17% quarter-over-quarter.
  • 87 funds opened new Shopify positions in Q3 2018 and 42 closed out, a net change of +45 holders.
  • The largest Shopify buyer in Q3 2018 was Baillie Gifford & Co, an estimated $218M added.
  • The largest Shopify seller in Q3 2018 was Coatue Management, an estimated $391M sold.

Based on aggregated 13F filings for Q3 2018.