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Shopify

878 hedge funds and large institutions have $67.4B invested in Shopify in 2020 Q2 according to their latest regulatory filings, with 240 funds opening new positions, 262 increasing their positions, 299 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 56

128% more capital invested

Capital invested by funds: $29.6B → $67.4B (+$37.8B)

103% more funds holding in top 10

Funds holding in top 10: 3163 (+32)

26% more funds holding

Funds holding: 699878 (+179)

12% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 299

22% less call options, than puts

Call options by funds: $4.95B | Put options by funds: $6.35B

25.08% less ownership

Funds ownership: 685.15%660.07% (-25%)

Holders
878
Holders Change
+179
Holders Change %
+25.61%
% of All Funds
18%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1.29%
New
240
Increased
262
Reduced
299
Closed
56
Calls
$4.95B
Puts
$6.35B
Net Calls
-$1.4B
Net Calls Change
-$436M
Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
476
Acorn Financial Advisory Services
Virginia
$814K -$1.39K -20 -0.2%
BA
477
Bristlecone Advisors
Washington
$813K +$595K +8,570 New
VWM
478
Vigilare Wealth Management
Arizona
$807K +$34K +490 +6%
CFD
479
Creative Financial Designs
Indiana
$804K +$519K +7,470 +747%
V
480
Veritable
Delaware
$802K +$3.47K +50 +0.6%
SXL
481
Summit X LLC
Missouri
$793K -$137K -1,970 -19%
AT
482
Arden Trust
Delaware
$787K -$36.1K -520 -6%
GAM
483
Gotham Asset Management
New York
$783K -$779K -11,220 -58%
BFEC
484
Benjamin F. Edwards & Company
Missouri
$783K +$11.8K +170 +2%
VHAM
485
Van Hulzen Asset Management
California
$778K -$72.9K -1,050 -11%
CAL
486
Capital Analysts LLC
Pennsylvania
$777K -$267K -3,850 -32%
GIA
487
Gateway Investment Advisers
Ohio
$769K +$562K +8,100 New
FAM
488
Fulcrum Asset Management
United Kingdom
$769K +$571K +8,230 New
VFA
489
Valeo Financial Advisors
Indiana
$757K -$83.3K -1,200 -13%
IFWM
490
Institute for Wealth Management
Colorado
$730K +$2.78K +40 +0.5%
FPS
491
Fieldpoint Private Securities
Connecticut
$712K -$614K -8,850 -54%
CIAS
492
Capital Investment Advisory Services
North Carolina
$711K +$45.1K +650 +10%
CIA
493
Capital Investment Advisors
Georgia
$711K +$73.6K +1,060 +16%
BFA
494
Benedict Financial Advisors
Georgia
$707K
AP
495
Advisor Partners
California
$707K +$162K +2,340 +46%
SP
496
SWS Partners
Ohio
$707K +$479K +6,900 New
ODIJL
497
One Day In July LLC
Vermont
$706K
EWM
498
Empirical Wealth Management
Washington
$705K +$83.3K +1,200 +19%
MIM
499
Moseley Investment Management
Florida
$693K +$84K +1,210 +20%
IAP
500
Indie Asset Partners
Indiana
$684K -$21.5K -310 -4%

SHOP Hedge Fund Activity: Q2 2020 in Review

878 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q2 2020, worth a combined $67.4B — up 128% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 240 funds opened new SHOP positions and 56 closed out — a net gain of 184 holders — while 262 added to existing stakes and 299 trimmed.

The largest buyer was Capital World Investors, adding an estimated $732M. The largest seller was Osaic Holdings, cutting an estimated $449M.

  • 878 institutional investors held Shopify (SHOP) as of Q2 2020, up from 699 in Q1 2020.
  • Funds reported $67.4B of Shopify stock for Q2 2020, up 128% quarter-over-quarter.
  • 240 funds opened new Shopify positions in Q2 2020 and 56 closed out, a net change of +184 holders.
  • The largest Shopify buyer in Q2 2020 was Capital World Investors, an estimated $732M added.
  • The largest Shopify seller in Q2 2020 was Osaic Holdings, an estimated $449M sold.

Based on aggregated 13F filings for Q2 2020.