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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 %
AI
626
Aperture Investors
New York
$718K +$718K +5,000 New
PAMG
627
Patton Albertson Miller Group
Tennessee
$713K -$51.6K -350 -7%
BBA
628
BLB&B Advisors
Pennsylvania
$711K – – –
Northwestern Mutual Wealth Management
629
Northwestern Mutual Wealth Management
Wisconsin
$711K +$293K +2,590 +70%
XWM
630
Xcel Wealth Management
Florida
$707K +$28.3K +250 +4%
RI
631
Redwood Investments
Massachusetts
$705K -$1.02M -9,010 -59%
CWM
632
Cordatus Wealth Management
Pennsylvania
$700K +$475K +4,190 +211%
PPP
633
Private Portfolio Partners
New Jersey
$698K -$4.53K -40 -0.6%
KA
634
Kozak & Associates
Colorado
$683K +$683K +5,300 New
GRP
635
Global Retirement Partners
California
$680K -$41.9K -370 -6%
SWM
636
Sculati Wealth Management
Michigan
$679K – – –
FWP
637
FAS Wealth Partners
Kansas
$676K +$2.27K +20 +0.3%
EI
638
Ethic Inc
New York
$676K +$152K +1,340 +29%
EWA
639
Exencial Wealth Advisors
Oklahoma
$663K -$73.5K -650 -10%
IFWM
640
Institute for Wealth Management
Colorado
$662K -$136K -1,200 -17%
ADIM
641
Alpha DNA Investment Management
Maryland
$653K +$653K +5,770 New
FPS
642
Fieldpoint Private Securities
Connecticut
$652K +$38.5K +340 +6%
GWM
643
Geneos Wealth Management
Colorado
$651K +$365K +6,970 +127%
IAP
644
Indie Asset Partners
Indiana
$636K -$152K -1,340 -19%
OC
645
Oakmont Corp
California
$634K – – –
DAS
646
Dynamic Advisor Solutions
Arizona
$634K +$66.8K +590 +12%
NGA
647
Naples Global Advisors
Florida
$633K – – –
PGWM
648
Parisi Gray Wealth Management
New Jersey
$630K +$40.7K +360 +7%
MFA
649
Mayflower Financial Advisors
Massachusetts
$630K +$630K +5,570 New
PCA
650
Personal Capital Advisors
California
$627K +$1.13K +10 +0.2%
24 25
26
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