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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 %
JWBC
626
J.W. Burns & Co
New York
$476K +$97.2K +950 +26%
EI
627
Ethic Inc
New York
$474K +$246K +2,400 +108%
FNBT
628
FineMark National Bank & Trust
Florida
$472K -$21.5K -210 -4%
DT
629
Diversified Trust
Tennessee
$472K -$5.12K -50 -1%
LC
630
Lindbrook Capital
California
$464K +$4.09K +40 +0.9%
OWP
631
Obermeyer Wealth Partners
Colorado
$460K -$95.1K -930 -17%
EP
632
Eudaimonia Partners
Tennessee
$460K -$22.5K -220 -5%
HIMC
633
Heritage Investors Management Corp
Maryland
$460K – – –
FAM
634
Fulcrum Asset Management
United Kingdom
$458K -$769K -8,230 Closed
GCA
635
Guardian Capital Advisors
Ontario, Canada
$456K -$26.6K -250 -6%
FM
636
Family Management
New York
$453K +$453K +4,430 New
WP
637
WealthSource Partners
California
$451K – – –
CWM
638
Cornerstone Wealth Management
Missouri
$447K +$14.3K +140 +3%
SIAS
639
Shine Investment Advisory Services
Colorado
$446K -$137K -1,340 -24%
GT
640
Glenview Trust
Kentucky
$445K +$35.8K +350 +9%
AIC
641
Ameritas Investment Company
Nebraska
$437K – – –
FANJ
642
Financial Architects (New Jersey)
New Jersey
$437K – – –
SIA
643
Soltis Investment Advisors
Utah
$432K – – –
TCM
644
Traynor Capital Management
Pennsylvania
$431K -$17.4K -170 -4%
FHC
645
First Horizon Corporation
Tennessee
$430K +$430K +4,210 New
OFG
646
OmniStar Financial Group
North Carolina
$428K +$44K +430 +11%
VC
647
Vicus Capital
Pennsylvania
$424K +$5.12K +50 +1%
VC
648
Veracity Capital
Georgia
$424K +$424K +4,140 New
LSPW
649
Lake Street Private Wealth
Illinois
$421K +$156K +1,530 +59%
GPA
650
Garrison Point Advisors
California
$419K -$46K -450 -10%
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