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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 %
RJT
526
Raymond James Trust
Florida
$802K +$192K +1,880 +32%
WSTAM
527
Wilbanks Smith & Thomas Asset Management
Virginia
$795K +$179K +1,750 +29%
BF
528
BOK Financial
Oklahoma
$793K +$793K +7,750 New
SP
529
SWS Partners
Ohio
$790K +$83.9K +820 +12%
ACI
530
Alpha Cubed Investments
California
$780K -$208K -2,030 -21%
VWM
531
Vigilare Wealth Management
Arizona
$774K -$95.1K -930 -11%
PAI
532
Pittenger & Anderson Inc
Nebraska
$773K +$680K +6,650 +731%
BFEC
533
Benjamin F. Edwards & Company
Missouri
$764K -$79.8K -780 -9%
GWMIA
534
Global Wealth Management Investment Advisory
Florida
$764K +$764K +7,470 New
BFA
535
Benedict Financial Advisors
Georgia
$762K – – –
DWM
536
Dakota Wealth Management
Florida
$761K +$351K +3,430 +86%
CIAS
537
Capital Investment Advisory Services
North Carolina
$756K -$10.2K -100 -1%
ODIJL
538
One Day In July LLC
Vermont
$747K -$14.3K -140 -2%
IWP
539
Icon Wealth Partners
Texas
$747K +$104K +1,020 +16%
MA
540
Mutual Advisors
Nebraska
$739K +$93.1K +910 +14%
V
541
Veritable
Delaware
$732K -$132K -1,290 -15%
JGC
542
J. Goldman & Co
New York
$727K +$727K +7,110 New
FTC
543
Farmers Trust Company
Ohio
$723K +$7.16K +70 +1%
CA
544
Clearstead Advisors
Ohio
$723K +$615K +6,010 +567%
IFWM
545
Institute for Wealth Management
Colorado
$721K -$65.5K -640 -8%
ALAM
546
Asahi Life Asset Management
Japan
$714K +$184K +1,800 +35%
HH
547
Hilltop Holdings
Texas
$713K – – –
IAP
548
Indie Asset Partners
Indiana
$712K +$16.4K +160 +2%
PFS
549
Prospera Financial Services
Texas
$708K -$428K -4,180 -38%
BL
550
BFSG LLC
California
$708K +$708K +6,920 New
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