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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 %
PCG
626
Private Capital Group
Connecticut
$20K – – –
First Manhattan
627
First Manhattan
New York
$18K -$182K -4,550 -91%
PP
628
Pacifica Partners
Canada
$18K -$6.89K -180 -28%
NG
629
NWK Group
California
$18K +$3K +70 +20%
LPWM
630
Lake Point Wealth Management
Texas
$17K – – –
MF
631
Manchester Financial
California
$16K -$3.37K -80 -17%
CWP
632
CFM Wealth Partners
Texas
$16K +$16K +380 New
AF
633
Arrow Financial
New York
$15K – – –
PFP
634
Pinnacle Financial Partners
Tennessee
$15K – – –
PCM
635
Peregrine Capital Management
Minnesota
$15K – – –
CFN
636
Cordasco Financial Network
Florida
$15K +$1.25K +30 +9%
PCTC
637
Perkins Coie Trust Company
Washington
$15K +$15K +360 New
CCM
638
Cox Capital Management
Massachusetts
$15K +$15K +380 New
CHA
639
Carmichael Hill & Associates
Maryland
$14K +$5.77K +140 +70%
RDWM
640
Red Door Wealth Management
Tennessee
$14K +$14K +350 New
FCA
641
FinTrust Capital Advisors
South Carolina
$13K -$4.88K -120 -27%
AIS
642
Accurate Investment Solutions
Pennsylvania
$13K – – –
PAI
643
Pittenger & Anderson Inc
Nebraska
$13K +$419 +10 +3%
HWM
644
HighMark Wealth Management
Minnesota
$13K +$1.18K +30 +10%
AIM
645
Anchor Investment Management
South Carolina
$12.5K – – –
ETC
646
Exchange Traded Concepts
Oklahoma
$10K -$70.4K -1,690 -88%
AGA
647
Accuvest Global Advisors
Utah
$10K -$5K -120 -33%
VCP
648
Verus Capital Partners
Arizona
$10K – – –
SFPG
649
Stonebridge Financial Planning Group
Florida
$10K – – –
OAJ
650
Ogorek Anthony Joseph
New York
$10K – – –
24 25
26
27 28