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Shopify
SHOP

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 %
PA
601
Procyon Advisors
Connecticut
$42K +$416 +10 +1%
CFD
602
Creative Financial Designs
Indiana
$42K +$10.5K +250 +33%
CB
603
CNB Bank
Pennsylvania
$42K +$42K +1,020 New
RCA
604
Ranch Capital Advisors
Florida
$41K +$41K +1,000 New
PP
605
PrairieView Partners
Minnesota
$38K +$38K +900 New
QT
606
Quantbot Technologies
New York
$35K -$1.36M -32,590 -97%
SWM
607
Sugarloaf Wealth Management
Georgia
$35K – – –
WCG
608
Weaver Consulting Group
California
$35K +$2.08K +50 +6%
HGWM
609
Harvest Group Wealth Management
Massachusetts
$34K – – –
EI
610
Ellevest Inc
New York
$34K +$9.65K +230 +40%
KFI
611
Key Financial Inc
Pennsylvania
$34K +$34K +780 New
SMFS
612
Squar Milner Financial Services
California
$33K +$16.7K +410 +103%
PMFA
613
Plante Moran Financial Advisors
Michigan
$31K +$15.1K +360 +95%
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$30K -$18.8K -450 -38%
HPC
615
HM Payson & Co
Maine
$30K – – –
Simplex Trading
616
Simplex Trading
Illinois
$25K -$5.7M -136,790 -100%
EWM
617
EPG Wealth Management
Georgia
$25K – – –
OSAM
618
O'Shaughnessy Asset Management
Connecticut
$23K +$21.7K +520 +1,733%
SIS
619
Sound Income Strategies
Florida
$22K -$28.3K -670 -56%
AIC
620
Archer Investment Corporation
Indiana
$21K -$41.6K -1,010 -66%
HCM
621
Horrell Capital Management
Arkansas
$21K – – –
LFG
622
LifePlan Financial Group
Ohio
$21K – – –
NSB
623
Norway Savings Bank
Maine
$21K – – –
CFO
624
CVA Family Office
Colorado
$21K +$21K +500 New
CAM
625
CenterStar Asset Management
Illinois
$20K – – –
23 24
25
26 27