SHOP icon

Shopify
SHOP

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 %
BAM
426
Belpointe Asset Management
Nevada
$388K +$13.7K +330 +4%
SYBT
427
Stock Yards Bank & Trust
Kentucky
$386K +$10.4K +250 +3%
VHAM
428
Van Hulzen Asset Management
California
$386K +$386K +9,250 New
S
429
SignatureFD
Georgia
$384K +$307K +7,370 +398%
VFA
430
Valeo Financial Advisors
Indiana
$383K +$91.8K +2,200 +32%
CA
431
Calton & Associates
Florida
$379K +$160K +3,830 +73%
Cerity Partners
432
Cerity Partners
New York
$370K +$10.4K +250 +3%
AP
433
Appleton Partners
Massachusetts
$369K +$117K +2,820 +47%
AT
434
Arden Trust
Delaware
$367K -$130K -3,120 -26%
CLOS
435
Compagnie Lombard Odier SCmA
Switzerland
$367K +$1.25K +30 +0.3%
HSA
436
HBK Sorce Advisory
Pennsylvania
$367K +$63.4K +1,520 +21%
PJB
437
Paul John Balson
California
$361K +$361K +8,650 New
OFS
438
OneAscent Financial Services
Alabama
$360K -$72.1K -1,730 -17%
AFAS
439
Acorn Financial Advisory Services
Virginia
$359K +$20.5K +490 +6%
XS
440
XR Securities
Illinois
$354K -$722K -17,320 -67%
Fisher Asset Management
441
Fisher Asset Management
Washington
$352K +$352K +8,450 New
V
442
Veritable
Delaware
$350K -$106K -2,550 -23%
BFEC
443
Benjamin F. Edwards & Company
Missouri
$337K -$20K -480 -6%
VWM
444
Vigilare Wealth Management
Arizona
$334K +$95.1K +2,280 +40%
9WM
445
9258 Wealth Management
Ohio
$331K -$13.2K -210 -4%
LFAS
446
Level Four Advisory Services
Texas
$330K -$74.4K -1,780 -18%
HIIFS
447
Harel Insurance Investments & Financial Services
Israel
$328K +$192K +4,600 +141%
AIA
448
Angeles Investment Advisors
California
$328K +$328K +6,000 New
AAM
449
Advisors Asset Management
Colorado
$327K +$139K +3,340 +74%
HIA
450
Harbor Investment Advisory
Maryland
$324K +$31.7K +760 +11%
16 17
18
19 20