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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
$2.03B
2
Morgan Stanley
Morgan Stanley
New York
$2.19B
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$194M
4
DVF
Discovery Value Fund
Singapore
$291M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$153M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$1.37B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$790M
3
Coatue Management
Coatue Management
New York
$570K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$337M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
576
Sandy Spring Bank
Maryland
$77K +$20.8K +500 +37%
BWP
577
Baldwin Wealth Partners
Massachusetts
$73K +$73K +1,740 New
MSFP
578
Mark Sheptoff Financial Planning
Connecticut
$71K +$8.35K +200 +13%
GI
579
Gradient Investments
Minnesota
$67K +$416 +10 +0.6%
CAN
580
Claraphi Advisory Network
United States
$66K +$66K +1,590 New
AAP
581
Arax Advisory Partners
Colorado
$63K -$43.3K -1,030 -41%
OSNBOA
582
Old Second National Bank of Aurora
Illinois
$63K – – –
FA
583
Fortis Advisors
Pennsylvania
$63K – – –
HFM
584
Hartford Financial Management
Connecticut
$63K +$63K +1,500 New
EWA
585
Evolution Wealth Advisors
Florida
$59K +$53.6K +1,290 +992%
TIM
586
Tortoise Investment Management
New York
$58K – – –
CFA
587
Carroll Financial Associates
North Carolina
$58K +$2.49K +60 +4%
Credit Agricole
588
Credit Agricole
France
$58K +$26.5K +630 +84%
TF
589
TimeScale Financial
Massachusetts
$57K – – –
BNP Paribas Financial Markets
590
BNP Paribas Financial Markets
France
$55K -$59.6K -1,430 -52%
RWA
591
Ropes Wealth Advisors
Massachusetts
$55K +$10.9K +260 +25%
MWM
592
MBE Wealth Management
Wisconsin
$53K +$53K +1,280 New
BWA
593
BDO Wealth Advisors
Florida
$52K +$52K +1,250 New
ADL
594
Asset Dedication LLC
California
$50K +$8.33K +200 +20%
GI
595
GS Investments
Minnesota
$48.8K +$46.7K +1,120 +2,240%
BFC
596
Bedel Financial Consulting
Indiana
$48K – – –
NSIM
597
North Star Investment Management
Illinois
$46K -$50.2K -1,200 -52%
MPWT
598
MassMutual Private Wealth & Trust
Connecticut
$45K +$5.83K +140 +15%
CA
599
Clearstead Advisors
Ohio
$44K +$44K +1,060 New
TCOV
600
Trust Company of Vermont
Vermont
$42K – – –
22 23
24
25 26