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Shopify

878 hedge funds and large institutions have $67.4B invested in Shopify in 2020 Q2 according to their latest regulatory filings, with 240 funds opening new positions, 262 increasing their positions, 299 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 56

128% more capital invested

Capital invested by funds: $29.6B → $67.4B (+$37.8B)

103% more funds holding in top 10

Funds holding in top 10: 3163 (+32)

26% more funds holding

Funds holding: 699878 (+179)

12% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 299

22% less call options, than puts

Call options by funds: $4.95B | Put options by funds: $6.35B

25.08% less ownership

Funds ownership: 685.15%660.07% (-25%)

Holders
878
Holders Change
+179
Holders Change %
+25.61%
% of All Funds
18%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1.29%
New
240
Increased
262
Reduced
299
Closed
56
Calls
$4.95B
Puts
$6.35B
Net Calls
-$1.4B
Net Calls Change
-$436M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
651
Baskin Financial Services
Ontario, Canada
$323K +$236K +3,400 New
DY
652
Dowling & Yahnke
California
$323K +$236K +3,400 New
RM
653
Resource Management
Louisiana
$321K +$235K +3,390 New
RDWM
654
Red Door Wealth Management
Tennessee
$317K +$208K +3,000 +857%
GA
655
Greytown Advisors
Florida
$317K +$232K +3,340 New
AFP
656
Ausdal Financial Partners
Iowa
$315K +$9.02K +130 +4%
BC
657
Burney Company
Virginia
$312K +$228K +3,290 New
JIC
658
Johnson Investment Counsel
Ohio
$309K +$226K +3,260 New
NVCHI
659
New Vernon Capital Holdings II
New Jersey
$308K +$225K +3,240 New
GW
660
GW & Wade
Massachusetts
$308K +$226K +3,250 New
CCA
661
Checchi Capital Advisers
California
$306K +$224K +3,220 New
CAN
662
Claraphi Advisory Network
United States
$305K +$112K +1,620 +102%
WAG
663
Winthrop Advisory Group
Massachusetts
$305K +$208K +3,000 New
AWM
664
Alterna Wealth Management
Texas
$305K +$223K +3,210 New
BSW
665
Buckingham Strategic Wealth
Missouri
$304K +$222K +3,200 New
SS
666
Sunbelt Securities
Texas
$303K -$1.25M -17,960 -84%
PCIA
667
Prime Capital Investment Advisors
Kansas
$301K -$153K -2,210 -41%
MWM
668
Mattern Wealth Management
Kansas
$296K +$217K +3,120 New
AAP
669
Arax Advisory Partners
Colorado
$295K +$112K +1,610 +107%
GIP
670
Granite Investment Partners
California
$295K +$216K +3,110 New
IWC
671
Integrated Wealth Concepts
Massachusetts
$293K +$214K +3,090 New
LWM
672
Lenox Wealth Management
Ohio
$292K -$63.9K -920 -23%
WP
673
WealthPLAN Partners
Nebraska
$292K +$2.78K +40 +1%
AF
674
Allworth Financial
California
$290K -$235K -3,390 -53%
CQS
675
Credential Qtrade Securities
$288K -$20.1K -290 -9%

SHOP Hedge Fund Activity: Q2 2020 in Review

878 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q2 2020, worth a combined $67.4B — up 128% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 240 funds opened new SHOP positions and 56 closed out — a net gain of 184 holders — while 262 added to existing stakes and 299 trimmed.

The largest buyer was Capital World Investors, adding an estimated $732M. The largest seller was Osaic Holdings, cutting an estimated $449M.

  • 878 institutional investors held Shopify (SHOP) as of Q2 2020, up from 699 in Q1 2020.
  • Funds reported $67.4B of Shopify stock for Q2 2020, up 128% quarter-over-quarter.
  • 240 funds opened new Shopify positions in Q2 2020 and 56 closed out, a net change of +184 holders.
  • The largest Shopify buyer in Q2 2020 was Capital World Investors, an estimated $732M added.
  • The largest Shopify seller in Q2 2020 was Osaic Holdings, an estimated $449M sold.

Based on aggregated 13F filings for Q2 2020.