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Shopify
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Overview Fund Activity

940 hedge funds and large institutions have $72.3B invested in Shopify in 2020 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 342 increasing their positions, 321 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
940
Holders Change
+64
Holders Change %
+7.31%
% of All Funds
19.02%
Holding in Top 10
57
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.52%
% of All Funds
1.15%
New
160
Increased
342
Reduced
321
Closed
90
Calls
$5.63B
Puts
$6.82B
Net Calls
-$1.19B
Net Calls Change
+$210M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$862M
2
Brown Advisory
Brown Advisory
Maryland
+$321M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$283M
4
Coatue Management
Coatue Management
New York
+$279M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$235M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$1.46B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.4B
3
Morgan Stanley
Morgan Stanley
New York
-$427M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$296M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
451
Sowell Financial Services
Arkansas
$1.35M -$474K -4,630 -26%
PP
452
PDT Partners
New York
$1.33M – – –
VPIM
453
Vanguard Personalized Indexing Management
California
$1.31M +$197K +1,930 +18%
FFN
454
Focus Financial Network
Minnesota
$1.28M +$157K +1,530 +14%
IC
455
IEQ Capital
California
$1.27M +$1.27M +12,430 New
LCM
456
Logan Capital Management
Pennsylvania
$1.27M +$804K +7,860 +174%
APA
457
American Portfolios Advisors
New York
$1.26M +$202K +1,970 +19%
GAM
458
Gotham Asset Management
New York
$1.24M +$394K +3,850 +47%
Lido Advisors
459
Lido Advisors
California
$1.23M +$120K +1,170 +11%
WIC
460
Whitegate Investment Counselors
New Hampshire
$1.23M -$254K -2,480 -17%
PWLP
461
Prio Wealth Limited Partnership
Massachusetts
$1.23M – – –
HHGA
462
Halbert Hargrove Global Advisors
California
$1.23M +$1.23M +12,000 New
KJHP
463
K.J. Harrison & Partners
Ontario, Canada
$1.23M -$1.02M -10,000 -45%
CPIG
464
Chicago Partners Investment Group
Illinois
$1.2M +$8.48K +90 +0.7%
XSC
465
X-Square Capital
Puerto Rico
$1.19M +$56.3K +550 +5%
BAM
466
Belpointe Asset Management
Nevada
$1.19M -$457K -4,470 -28%
AA
467
Ancora Advisors
Ohio
$1.19M +$17.4K +170 +1%
CFGS
468
Concourse Financial Group Securities
Alabama
$1.18M -$382K -3,740 -25%
FVWA
469
Foster Victor Wealth Advisors
South Carolina
$1.18M -$153K -1,500 -12%
SWM
470
SeaCrest Wealth Management
New York
$1.17M +$144K +1,410 +14%
RIG
471
Roosevelt Investment Group
New York
$1.15M -$128K -1,250 -10%
AP
472
Appleton Partners
Massachusetts
$1.14M +$76.8K +750 +7%
VanEck Associates
473
VanEck Associates
New York
$1.14M -$41.9K -410 -4%
GAG
474
GM Advisory Group
New York
$1.13M – – –
HIA
475
Harbor Investment Advisory
Maryland
$1.13M -$199K -1,950 -15%
17 18
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