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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 %
SIAS
501
Shine Investment Advisory Services
Colorado
$238K -$50.1K -1,200 -17%
MWM
502
Mission Wealth Management
California
$238K +$417 +10 +0.2%
TCM
503
Traynor Capital Management
Pennsylvania
$237K +$237K +5,690 New
QCM
504
Quest Capital Management
Texas
$234K -$256K -6,130 -52%
RFC
505
Regions Financial Corp
Alabama
$234K +$234K +5,610 New
OIA
506
OneDigital Investment Advisors
Kansas
$234K +$234K +5,610 New
OC
507
Oakmont Corp
California
$233K – – –
CPA
508
Clear Perspective Advisors
Illinois
$233K +$23.3K +560 +11%
GCA
509
Guardian Capital Advisors
Ontario, Canada
$231K +$231K +6,030 New
CCP
510
Cardan Capital Partners
Colorado
$229K +$229K +5,500 New
LC
511
Lindbrook Capital
California
$229K +$229K +5,500 New
LW
512
Linscomb Wealth
Texas
$228K -$45K -1,080 -16%
RCA
513
Resonant Capital Advisors
Wisconsin
$226K -$3.34K -80 -1%
OWP
514
Obermeyer Wealth Partners
Colorado
$226K +$12.5K +300 +6%
RG
515
Rathbones Group
United Kingdom
$226K +$226K +5,430 New
FCFS
516
First Command Financial Services
Texas
$224K – – –
FCB
517
First Command Bank
Texas
$224K – – –
PCIA
518
Prime Capital Investment Advisors
Kansas
$224K +$175K +4,210 +360%
NGA
519
Naples Global Advisors
Florida
$223K – – –
OWD
520
Osborn Williams & Donohoe
Ohio
$219K +$8.34K +200 +4%
PAMG
521
Patton Albertson Miller Group
Tennessee
$219K +$219K +5,250 New
WP
522
WealthPLAN Partners
Nebraska
$217K +$217K +2,880 New
Northwestern Mutual Wealth Management
523
Northwestern Mutual Wealth Management
Wisconsin
$216K +$21.7K +520 +11%
DWM
524
Dorchester Wealth Management
Quebec, Canada
$214K -$76.9K -1,850 -26%
FANJ
525
Financial Architects (New Jersey)
New Jersey
$214K +$5.42K +130 +3%
19 20
21
22 23