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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 %
JWM
551
Jeppson Wealth Management
California
$705K +$705K +6,890 New
HCA
552
Harbour Capital Advisors
Virginia
$699K +$133K +1,300 +24%
FC
553
Ferris Capital
Massachusetts
$696K – – –
CCP
554
Cardan Capital Partners
Colorado
$696K – – –
EWM
555
Empirical Wealth Management
Washington
$688K -$71.6K -700 -9%
CS
556
Comerica Securities
Michigan
$685K -$286K -2,800 -29%
NFSG
557
Newbridge Financial Services Group
Florida
$680K +$680K +6,650 New
LCM
558
Landscape Capital Management
New Jersey
$679K -$4M -39,120 -85%
MIH
559
Meitav Investment House
Israel
$679K +$240K +2,350 +55%
EWA
560
Exencial Wealth Advisors
Oklahoma
$666K +$304K +2,970 +84%
HAS
561
HBW Advisory Services
California
$657K +$3.07K +30 +0.5%
MIM
562
Moseley Investment Management
Florida
$656K -$91.1K -890 -12%
AIA
563
Angeles Investment Advisors
California
$655K +$102K +1,000 +19%
GRP
564
Global Retirement Partners
California
$653K +$116K +1,130 +22%
BBA
565
BLB&B Advisors
Pennsylvania
$642K -$5.11K -50 -0.8%
PFA
566
Pinnacle Family Advisors
Missouri
$640K +$243K +2,380 +61%
BWL
567
Bogart Wealth LLC
Virginia
$637K +$637K +6,230 New
PPP
568
Private Portfolio Partners
New Jersey
$635K +$25.6K +250 +4%
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$620K +$184K +1,800 +42%
SWM
570
Sculati Wealth Management
Michigan
$614K -$102K -1,000 -14%
TM
571
Tiger Management
New York
$614K +$614K +6,000 New
XWM
572
Xcel Wealth Management
Florida
$613K -$51.1K -500 -8%
CCM
573
Coldstream Capital Management
Washington
$610K -$615K -6,010 -50%
FWP
574
FAS Wealth Partners
Kansas
$609K -$56.3K -550 -8%
AFAS
575
Acorn Financial Advisory Services
Virginia
$606K -$271K -2,650 -31%
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