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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 %
BIM
501
Bogle Investment Management
Massachusetts
$936K -$26.6K -260 -3%
Asset Management One
502
Asset Management One
Japan
$921K -$102K -1,000 -10%
JF
503
Jump Financial
Illinois
$921K +$921K +9,000 New
SVWAG
504
Sound View Wealth Advisors Group
Georgia
$920K +$34.8K +340 +4%
ETC
505
Exchange Traded Concepts
Oklahoma
$920K +$730K +7,130 +383%
AIM
506
Arcadia Investment Management
Michigan
$911K +$911K +8,910 New
OTPPB
507
Ontario Teachers' Pension Plan Board
Ontario, Canada
$910K +$910K +8,900 New
BPA
508
Beacon Pointe Advisors
California
$899K +$19.4K +190 +2%
VWA
509
V Wealth Advisors
Kansas
$897K -$17.4K -170 -2%
OFS
510
OneAscent Financial Services
Alabama
$883K +$151K +1,480 +21%
CFD
511
Creative Financial Designs
Indiana
$872K +$5.12K +50 +0.6%
BCM
512
BlueCrest Capital Management
Jersey
$871K +$871K +8,510 New
LW
513
Linscomb Wealth
Texas
$862K -$30.7K -300 -3%
CAIMH
514
Central Asset Investments & Management Holdings
Hong Kong
$859K -$491K -4,800 -36%
CAL
515
Capital Analysts LLC
Pennsylvania
$838K – – –
ACA
516
Atlas Capital Advisors
Wyoming
$836K -$68.5K -670 -8%
AP
517
Advisor Partners
California
$831K +$68.6K +670 +9%
LWAC
518
Laurel Wealth Advisors (California)
California
$821K +$165K +1,610 +25%
TC
519
TownSquare Capital
Utah
$821K +$566K +5,440 +222%
BBL
520
Beck Bode LLC
Massachusetts
$819K +$819K +8,010 New
FC
521
Forte Capital
New York
$817K +$118K +1,150 +17%
CAAS
522
Capital Asset Advisory Services
Michigan
$815K -$75.7K -740 -8%
MOS
523
MGO One Seven
Ohio
$814K -$81K -4,480 -9%
OIA
524
OneDigital Investment Advisors
Kansas
$814K +$127K +1,240 +18%
LOAMS
525
Lombard Odier Asset Management (Switzerland)
Switzerland
$813K +$813K +5,970 New
19 20
21
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