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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 %
LWM
551
Lenox Wealth Management
Ohio
$166K +$133K +3,210 +406%
TL
552
TrueWealth LLC
Georgia
$162K +$17.1K +410 +12%
EW
553
Evoke Wealth
California
$141K +$141K +3,370 New
AA
554
Advisory Alpha
Michigan
$140K -$23.6K -380 -14%
CQS
555
Credential Qtrade Securities
$139K +$132K +3,150 +1,853%
HFM
556
Harvest Fund Management
China
$137K +$74.3K +1,780 +119%
WWM
557
Willingdon Wealth Management
North Carolina
$131K -$14.6K -350 -10%
LFG
558
Larson Financial Group
Missouri
$121K -$52.8K -1,270 -30%
CI
559
CX Institutional
Indiana
$110K +$3.75K +90 +4%
RFA
560
Reilly Financial Advisors
California
$110K +$21.3K +510 +24%
CIA
561
CSat Investment Advisory
Michigan
$108K -$30.4K -730 -22%
CCM
562
Covington Capital Management
California
$108K – – –
SF
563
Synovus Financial
Georgia
$108K +$93.3K +2,230 +637%
WAP
564
Wealthcare Advisory Partners
Pennsylvania
$107K +$15.4K +370 +17%
Marshall Wace
565
Marshall Wace
United Kingdom
$105K +$105K +2,540 New
CF
566
Centaurus Financial
California
$100K -$69K -1,650 -41%
KPW
567
Kore Private Wealth
New York
$99K +$99K +2,380 New
TFGT
568
TS Financial Group (TSFG)
Illinois
$93K – – –
CTC
569
Central Trust Company
Missouri
$87K -$39.1K -940 -31%
GG
570
Gleason Group
Kentucky
$83K – – –
SBL
571
Sargent Bickham Lagudis
Colorado
$83K +$41.5K +1,000 +100%
PG
572
Pendal Group
Australia
$83K +$83K +1,990 New
PP
573
Paloma Partners
Connecticut
$82K -$796K -19,020 -91%
TWA
574
TCI Wealth Advisors
Arizona
$81K – – –
WEC
575
Winslow Evans & Crocker
Massachusetts
$80K -$159K -3,740 -67%
21 22
23
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