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Shopify
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Overview Fund Activity

1,123 hedge funds and large institutions have $81.7B invested in Shopify in 2020 Q4 according to their latest regulatory filings, with 261 funds opening new positions, 429 increasing their positions, 295 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
+183
Holders Change %
+19.47%
% of All Funds
19.93%
Holding in Top 10
75
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+31.58%
% of All Funds
1.33%
New
261
Increased
429
Reduced
295
Closed
68
Calls
$6.7B
Puts
$7.63B
Net Calls
-$925M
Net Calls Change
+$267M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$1.01B
2
AIM
ARK Investment Management
Florida
+$544M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$316M
4
NAMA
Nikko Asset Management Americas
New York
+$294M
5
Brown Advisory
Brown Advisory
Maryland
+$259M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$935M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$839M
3
WRCM
Whale Rock Capital Management
Massachusetts
-$338M
4
Morgan Stanley
Morgan Stanley
New York
-$266M
5
GQG Partners
GQG Partners
Florida
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAM
601
Legacy Wealth Asset Management
Minnesota
$807K +$807K +7,130 New
VA
602
Valmark Advisers
Ohio
$803K +$465K +4,110 +138%
HH
603
Hilltop Holdings
Texas
$801K +$12.4K +110 +2%
BL
604
BFSG LLC
California
$801K +$18.1K +160 +2%
OSAM
605
O'Shaughnessy Asset Management
Connecticut
$800K +$114K +1,010 +17%
VIA
606
Vident Investment Advisory
Georgia
$800K +$456K +4,030 +133%
FTC
607
Farmers Trust Company
Ohio
$792K -$7.92K -70 -1%
JWM
608
Jeppson Wealth Management
California
$791K +$11.3K +100 +1%
HAS
609
HBW Advisory Services
California
$791K +$64.5K +570 +9%
CP
610
Cumberland Partners
Ontario, Canada
$790K +$790K +7,000 New
JGC
611
J. Goldman & Co
New York
$771K -$34K -300 -4%
CCP
612
Cardan Capital Partners
Colorado
$770K – – –
RJT
613
Raymond James Trust
Florida
$769K -$119K -1,050 -13%
FAM
614
Fulcrum Asset Management
United Kingdom
$769K -$458K – –
AG
615
Aperio Group
California
$766K +$227K +2,010 +42%
SS
616
Sunbelt Securities
Texas
$766K +$517K +4,570 +208%
LCM
617
Landscape Capital Management
New Jersey
$752K – – –
ICP
618
Interchange Capital Partners
Pennsylvania
$752K +$752K +6,650 New
LWAC
619
Laurel Wealth Advisors (California)
California
$740K -$169K -1,490 -19%
DC
620
Diametric Capital
Massachusetts
$740K +$740K +6,540 New
VWM
621
Vigilare Wealth Management
Arizona
$739K -$118K -1,040 -14%
BJL
622
Brighton Jones LLC
Washington
$730K -$1.55M -13,660 -68%
KLCM
623
KG&L Capital Management
Louisiana
$727K +$302K +2,670 +71%
AFAS
624
Acorn Financial Advisory Services
Virginia
$724K +$52.1K +460 +8%
ME
625
McIlrath & Eck
Washington
$719K +$258K +2,280 +56%
23 24
25
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