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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 %
GWM
601
Geneos Wealth Management
Colorado
$525K -$17.3K -180 -3%
MMPW
602
Mitchell McLeod Pugh & Williams
Alabama
$519K -$5.12K -50 -1%
ACA
603
Aptus Capital Advisors
Alabama
$516K +$132K +1,290 +34%
NCP
604
NexWave Capital Partners
New York
$515K +$303K +2,650 +143%
DAS
605
Dynamic Advisor Solutions
Arizona
$513K +$55.3K +540 +12%
QC
606
QCM Cayman
Texas
$511K -$368K -3,600 -42%
ACM
607
Anfield Capital Management
California
$511K – – –
BWM
608
Buckley Wealth Management
Nevada
$511K – – –
SPIO
609
Seven Post Investment Office
California
$511K – – –
FMW
610
Farr Miller & Washington
District of Columbia
$511K – – –
PCA
611
Private Capital Advisors
Connecticut
$511K +$511K +5,000 New
SBH
612
Segall Bryant & Hamill
Illinois
$507K +$507K +4,960 New
QI
613
QS Investors
New York
$505K -$19.4K -190 -4%
FCFS
614
First Command Financial Services
Texas
$503K – – –
FCB
615
First Command Bank
Texas
$503K – – –
FBB
616
Fulton Breakefield Broenniman
Maryland
$501K – – –
CC
617
Centiva Capital
New York
$501K +$501K +4,900 New
WC
618
Woodstock Corp
Massachusetts
$497K – – –
FBT
619
First Bank & Trust
South Dakota
$495K +$495K +4,840 New
JIP
620
Jaffetilchin Investment Partners
Florida
$493K +$493K +4,820 New
MIM
621
Montgomery Investment Management
Maryland
$491K – – –
HI
622
Harrington Investments
California
$491K – – –
AG
623
Aperio Group
California
$487K -$64.5K -630 -12%
9WM
624
9258 Wealth Management
Ohio
$487K – – –
ED
625
Exane Derivatives
France
$478K -$72.6K -710 -13%
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25
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