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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 %
APW
451
Aurora Private Wealth
New Jersey
$323K +$323K +7,740 New
MA
452
MONECO Advisors
Connecticut
$321K +$1.67K +40 +0.5%
FWP
453
FAS Wealth Partners
Kansas
$321K +$321K +7,700 New
IFWM
454
Institute for Wealth Management
Colorado
$319K -$46.3K -1,110 -13%
SVWAG
455
Sound View Wealth Advisors Group
Georgia
$317K +$67.6K +1,620 +27%
GA
456
Geller Advisors
New York
$314K +$314K +7,520 New
AWA
457
Arete Wealth Advisors
Illinois
$312K +$312K +7,490 New
BFA
458
Benedict Financial Advisors
Georgia
$311K – – –
GSWM
459
Golden State Wealth Management
California
$311K +$311K +7,450 New
ODIJL
460
One Day In July LLC
Vermont
$310K +$5.83K +140 +2%
IA
461
IFP Advisors
Florida
$308K -$76.2K -1,710 -20%
BSAM
462
Blue Square Asset Management
New York
$300K +$300K +7,190 New
IAP
463
Indie Asset Partners
Indiana
$296K +$40K +960 +16%
FTIOP
464
Fiduciary Trust International of Pennsylvania
Pennsylvania
$295K +$27.1K +650 +10%
LOAMS
465
Lombard Odier Asset Management (Switzerland)
Switzerland
$293K -$127K -2,160 -30%
SWM
466
Sculati Wealth Management
Michigan
$292K – – –
PA
467
Paragon Advisors
Texas
$288K -$121K -2,910 -30%
CIAS
468
Capital Investment Advisory Services
North Carolina
$285K +$32.1K +770 +13%
FC
469
Ferris Capital
Massachusetts
$284K +$284K +6,800 New
AG
470
Aperio Group
California
$280K -$27.1K -650 -9%
C
471
Certuity
Florida
$276K +$11.1K +260 +4%
Walleye Capital
472
Walleye Capital
New York
$274K -$1.23M -29,610 -82%
PNC
473
Park National Corp
Ohio
$271K -$153K -3,670 -36%
GPA
474
Garrison Point Advisors
California
$269K -$14.6K -350 -5%
AF
475
Allworth Financial
California
$269K +$269K +6,450 New
17 18
19
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