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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 %
ZIM
526
Zacks Investment Management
Illinois
$214K +$214K +5,140 New
HW
527
Hancock Whitney
Mississippi
$213K +$213K +5,110 New
AP
528
Advisor Partners
California
$213K +$213K +5,110 New
MMPW
529
Mitchell McLeod Pugh & Williams
Alabama
$213K +$213K +5,120 New
CWG
530
Cornerstone Wealth Group
North Carolina
$210K – – –
HIMC
531
Heritage Investors Management Corp
Maryland
$208K +$208K +5,000 New
MIM
532
Montgomery Investment Management
Maryland
$208K +$208K +5,000 New
DTL
533
Dynamic Technology Lab
Singapore
$208K +$208K +5,000 New
SPIO
534
Seven Post Investment Office
California
$208K +$208K +5,000 New
ACM
535
Anfield Capital Management
California
$208K +$208K +5,000 New
BWM
536
Buckley Wealth Management
Nevada
$208K +$208K +5,000 New
OIA
537
Optimum Investment Advisors
Illinois
$206K +$25K +600 +14%
WA
538
Wealth Alliance
New York
$206K +$206K +4,950 New
CG
539
Cutler Group
California
$205K +$205K +4,930 New
DWM
540
Dakota Wealth Management
Florida
$204K +$204K +4,890 New
TAM
541
Tradition Asset Management
Virginia
$204K +$204K +4,900 New
FBB
542
Fulton Breakefield Broenniman
Maryland
$204K +$204K +4,900 New
AFP
543
Ausdal Financial Partners
Iowa
$201K +$201K +3,190 New
PCA
544
Personal Capital Advisors
California
$200K -$72.5K -1,740 -27%
GRP
545
Global Retirement Partners
California
$188K +$2.91K +70 +2%
NFG
546
Next Financial Group
Texas
$185K -$14.2K -340 -7%
ME
547
McIlrath & Eck
Washington
$170K -$95.2K -2,280 -36%
OFG
548
OmniStar Financial Group
North Carolina
$169K +$169K +4,050 New
AIM
549
ARK Investment Management
Florida
$168K -$10.1M -241,610 -98%
BBHC
550
Brown Brothers Harriman & Co
New York
$167K -$88.1K -2,110 -35%
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