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Shopify
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Overview Fund Activity

610 hedge funds and large institutions have $28.2B invested in Shopify in 2019 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 210 increasing their positions, 157 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+79
Holders Change %
+14.88%
% of All Funds
12.05%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.39%
New
150
Increased
210
Reduced
157
Closed
57
Calls
$2.18B
Puts
$3.42B
Net Calls
-$1.24B
Net Calls Change
-$419M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$683M
3
Jennison Associates
Jennison Associates
New York
+$346M
4
LPC
Lone Pine Capital
Connecticut
+$173M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$120M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$442M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$259M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$214M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$193M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$90M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
451
Beacon Pointe Advisors
California
$224K +$224K +5,630 New
OC
452
Oakmont Corp
California
$223K +$223K +5,600 New
I
453
INVST
Indiana
$223K +$223K +5,600 New
WA
454
Wealth Architects
California
$219K +$219K +5,500 New
RCA
455
Resonant Capital Advisors
Wisconsin
$219K +$219K +5,500 New
9WM
456
9258 Wealth Management
Ohio
$217K +$217K +5,470 New
VFA
457
Voya Financial Advisors
Connecticut
$215K +$215K +5,420 New
FCB
458
First Command Bank
Texas
$214K – – –
FCFS
459
First Command Financial Services
Texas
$214K – – –
NGA
460
Naples Global Advisors
Florida
$212K +$212K +5,340 New
MIM
461
Moseley Investment Management
Florida
$210K +$210K +5,280 New
CA
462
Calton & Associates
Florida
$209K -$153K -3,840 -42%
OWP
463
Obermeyer Wealth Partners
Colorado
$204K +$204K +5,130 New
OWD
464
Osborn Williams & Donohoe
Ohio
$201K +$201K +5,050 New
CPA
465
Clear Perspective Advisors
Illinois
$200K +$200K +5,040 New
CWG
466
Cornerstone Wealth Group
North Carolina
$200K +$200K +5,040 New
FANJ
467
Financial Architects (New Jersey)
New Jersey
$199K – – –
First Manhattan
468
First Manhattan
New York
$198K – – –
NFG
469
Next Financial Group
Texas
$190K +$29.5K +740 +18%
EP
470
Eudaimonia Partners
Tennessee
$187K +$187K +4,700 New
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$185K +$97.1K +2,440 +110%
AAM
472
Advisors Asset Management
Colorado
$179K +$104K +2,630 +140%
GRP
473
Global Retirement Partners
California
$177K – – –
OIA
474
Optimum Investment Advisors
Illinois
$173K +$167K +4,200 +2,800%
LFG
475
Larson Financial Group
Missouri
$166K +$79.4K +2,000 +92%
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