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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 %
SFPG
651
Stonebridge Financial Planning Group
Florida
$10K – – –
TFS
652
TrustCore Financial Services
Tennessee
$10K +$833 +20 +9%
EWP
653
Engrave Wealth Partners
Texas
$10K +$5.2K +130 +108%
BCM
654
Bourgeon Capital Management
Connecticut
$10K +$10K +250 New
TFA
655
Toth Financial Advisory
Virginia
$10K +$10K +250 New
OPS
656
Orion Portfolio Solutions
Nebraska
$9K – – –
MAM
657
Meeder Asset Management
Ohio
$9K – – –
AA
658
AlphaMark Advisors
Kentucky
$9K – – –
SNT
659
Security National Trust
West Virginia
$8K – – –
EFSCE
660
Enterprise Financial Services Corp (EFSC)
Missouri
$8K – – –
CP
661
Corbenic Partners
Pennsylvania
$8K – – –
LWANC
662
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K – – –
TCM
663
Tradewinds Capital Management
Washington
$8K +$4.4K +110 +122%
PFBT
664
Parkside Financial Bank & Trust
Missouri
$8K +$8K +200 New
JSC
665
Jackson Square Capital
California
$7K -$4.12K -100 -37%
HI
666
Hudock Inc
Pennsylvania
$7K – – –
LSA
667
Lion Street Advisors
Texas
$7K +$7K +170 New
TPCW
668
TD Private Client Wealth
New York
$6.25K +$5.84K +140 +1,400%
RIA
669
RPG Investment Advisory
California
$6K -$5.05M -126,130 -100%
CBT
670
Central Bank & Trust
Kentucky
$6K -$4K -100 -40%
LWM
671
Liberty Wealth Management
California
$6K -$3.43K -80 -36%
WQ
672
Wealth Quarterback
New Jersey
$5.84K -$4.59K -110 -44%
EARNEST Partners
673
EARNEST Partners
Georgia
$5K – – –
BCA
674
Berman Capital Advisors
Georgia
$4K -$375K -10,300 -99%
NCM
675
New Capital Management
Texas
$4K -$36K -900 -90%
25 26
27
28 29