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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 %
SWP
476
Summit Wealth Partners
Florida
$269K +$269K +6,440 New
CIA
477
Capital Investment Advisors
Georgia
$268K -$91.3K -2,190 -25%
CFG
478
CKW Financial Group
Hawaii
$268K – – –
GWM
479
Geneos Wealth Management
Colorado
$266K +$4.21K +100 +2%
LWAC
480
Laurel Wealth Advisors (California)
California
$266K +$15K +360 +6%
GIM
481
Grassi Investment Management
California
$266K +$266K +6,380 New
BBA
482
BLB&B Advisors
Pennsylvania
$264K -$6.26K -150 -2%
AIC
483
Ameritas Investment Company
Nebraska
$263K +$103K +2,510 +64%
EWM
484
Empirical Wealth Management
Washington
$260K +$260K +6,230 New
BAM
485
Blueshift Asset Management
New Jersey
$258K -$407K -9,780 -61%
MA
486
Mutual Advisors
Nebraska
$257K +$257K +6,170 New
MIM
487
Moseley Investment Management
Florida
$254K +$33.8K +810 +15%
HR
488
Hayden Royal
North Carolina
$252K +$252K +6,050 New
FTC
489
Farmers Trust Company
Ohio
$250K – – –
MSAM
490
Moloney Securities Asset Management
Missouri
$250K +$250K +6,000 New
IWA
491
Intercontinental Wealth Advisors
Texas
$250K +$250K +6,000 New
CCM
492
CAAS Capital Management
New York
$250K +$250K +6,000 New
PWPS
493
Pinnacle Wealth Planning Services
Ohio
$249K -$174K -4,190 -41%
RJT
494
Raymond James Trust
Florida
$247K -$17.5K -420 -7%
IWP
495
Icon Wealth Partners
Texas
$246K +$246K +5,890 New
VFA
496
Voya Financial Advisors
Connecticut
$245K +$12K +280 +5%
HI
497
Harrington Investments
California
$243K – – –
PO
498
Private Ocean
California
$243K – – –
TC
499
TownSquare Capital
Utah
$243K +$65.7K +1,070 +37%
EP
500
Eudaimonia Partners
Tennessee
$241K +$45K +1,080 +23%
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