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Shopify

878 hedge funds and large institutions have $67.4B invested in Shopify in 2020 Q2 according to their latest regulatory filings, with 240 funds opening new positions, 262 increasing their positions, 299 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 56

128% more capital invested

Capital invested by funds: $29.6B → $67.4B (+$37.8B)

103% more funds holding in top 10

Funds holding in top 10: 3163 (+32)

26% more funds holding

Funds holding: 699878 (+179)

12% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 299

22% less call options, than puts

Call options by funds: $4.95B | Put options by funds: $6.35B

25.08% less ownership

Funds ownership: 685.15%660.07% (-25%)

Holders
878
Holders Change
+179
Holders Change %
+25.61%
% of All Funds
18%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1.29%
New
240
Increased
262
Reduced
299
Closed
56
Calls
$4.95B
Puts
$6.35B
Net Calls
-$1.4B
Net Calls Change
-$436M
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
601
Meitav Investment House
Israel
$407K -$1.16M -16,710 -80%
FANJ
602
Financial Architects (New Jersey)
New Jersey
$405K -$59.7K -860 -17%
OSAM
603
O'Shaughnessy Asset Management
Connecticut
$404K +$258K +3,710 +675%
CCMT
604
CMT Capital Markets Trading
Germany
$403K -$2.87M -41,390 -91%
CWM
605
Cornerstone Wealth Management
Missouri
$402K +$294K +4,230 New
SIA
606
Soltis Investment Advisors
Utah
$401K +$293K +4,220 New
TL
607
TrueWealth LLC
Georgia
$392K +$16.7K +240 +6%
QSS
608
Quantitative Systematic Strategies
Florida
$390K +$285K +4,110 New
VC
609
Vicus Capital
Pennsylvania
$388K +$284K +4,090 New
ME
610
McIlrath & Eck
Washington
$386K
IP
611
Interval Partners
New York
$384K +$281K +4,050 New
VCP
612
Vista Capital Partners
Oregon
$384K +$281K +4,050 New
MA
613
MONECO Advisors
Connecticut
$383K -$254K -3,660 -48%
DWM
614
Dakota Wealth Management
Florida
$381K -$61.1K -880 -18%
CA
615
Cullinan Associates
Kentucky
$380K +$278K +4,000 New
GT
616
Glenview Trust
Kentucky
$380K +$278K +4,000 New
NEWAS
617
N.E.W. Advisory Services
Wisconsin
$380K +$278K +4,000 New
BBHC
618
Brown Brothers Harriman & Co
New York
$376K -$2.78K -40 -1%
BO
619
BRR OpCo
Ohio
$376K +$275K +3,960 New
HFM
620
Harvest Fund Management
China
$373K +$27.1K +390 +12%
BG
621
Bollard Group
Massachusetts
$372K -$17.9M -257,580 -99%
PFA
622
Pinnacle Family Advisors
Missouri
$368K +$269K +3,880 New
WAAG
623
Wealth Alliance Advisory Group
Kansas
$368K +$269K +3,880 New
GAM
624
Griffin Asset Management
New York
$364K -$5.66M -81,560 -96%
RCA
625
Resonant Capital Advisors
Wisconsin
$364K -$110K -1,580 -29%

SHOP Hedge Fund Activity: Q2 2020 in Review

878 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q2 2020, worth a combined $67.4B — up 128% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 240 funds opened new SHOP positions and 56 closed out — a net gain of 184 holders — while 262 added to existing stakes and 299 trimmed.

The largest buyer was Capital World Investors, adding an estimated $732M. The largest seller was Osaic Holdings, cutting an estimated $449M.

  • 878 institutional investors held Shopify (SHOP) as of Q2 2020, up from 699 in Q1 2020.
  • Funds reported $67.4B of Shopify stock for Q2 2020, up 128% quarter-over-quarter.
  • 240 funds opened new Shopify positions in Q2 2020 and 56 closed out, a net change of +184 holders.
  • The largest Shopify buyer in Q2 2020 was Capital World Investors, an estimated $732M added.
  • The largest Shopify seller in Q2 2020 was Osaic Holdings, an estimated $449M sold.

Based on aggregated 13F filings for Q2 2020.