SHOP icon

Shopify
SHOP

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 %
KAS
576
Kemnay Advisory Services
New York
$598K +$60.3K +590 +11%
MWM
577
Mission Wealth Management
California
$596K +$3.07K +30 +0.5%
AC
578
Athanor Capital
New York
$595K -$1.81M -17,720 -75%
VHAM
579
Van Hulzen Asset Management
California
$588K -$251K -2,450 -30%
QCM
580
Quest Capital Management
Texas
$585K +$4.09K +40 +0.7%
DBRC
581
D.B. Root & Company
Pennsylvania
$575K +$108K +1,060 +23%
WCM
582
Weld Capital Management
New York
$574K +$574K +5,610 New
AWA
583
Arete Wealth Advisors
Illinois
$573K -$59.7K -580 -9%
OC
584
Oakmont Corp
California
$573K – – –
NGA
585
Naples Global Advisors
Florida
$572K +$25.6K +250 +5%
CIA
586
CSat Investment Advisory
Michigan
$572K +$344K +3,360 +151%
TI
587
Tidal Investments
Wisconsin
$572K +$344K +3,360 +151%
PO
588
Private Ocean
California
$568K – – –
PCA
589
Personal Capital Advisors
California
$566K +$64.5K +630 +13%
SIG
590
Sargent Investment Group
Maryland
$566K +$566K +5,530 New
OR
591
Olympiad Research
Connecticut
$564K +$564K +5,510 New
ZIM
592
Zacks Investment Management
Illinois
$563K +$30.7K +300 +6%
VCM
593
Virtue Capital Management
Tennessee
$560K +$560K +5,470 New
FPS
594
Fieldpoint Private Securities
Connecticut
$554K -$213K -2,080 -28%
CWG
595
Cornerstone Wealth Group
North Carolina
$544K – – –
IAN
596
Integrated Advisors Network
Texas
$544K +$544K +5,320 New
BSW
597
Buckingham Strategic Wealth
Missouri
$541K +$214K +2,090 +65%
ACM
598
Aljian Capital Management
Nevada
$534K +$92.1K +900 +21%
PGWM
599
Parisi Gray Wealth Management
New Jersey
$533K +$165K +1,610 +45%
PAMG
600
Patton Albertson Miller Group
Tennessee
$531K -$6.14K -60 -1%
22 23
24
25 26