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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 %
ME
651
McIlrath & Eck
Washington
$416K – – –
AF
652
Allworth Financial
California
$415K +$102K +1,000 +33%
VCP
653
Vista Capital Partners
Oregon
$414K – – –
BSAM
654
Blue Square Asset Management
New York
$412K +$26.6K +260 +7%
CA
655
Cullinan Associates
Kentucky
$409K – – –
FFA
656
Founders Financial Alliance
North Carolina
$409K +$409K +4,000 New
WA
657
Wealth Alliance
New York
$408K -$57.3K -560 -12%
BBHC
658
Brown Brothers Harriman & Co
New York
$405K – – –
BO
659
BRR OpCo
Ohio
$405K – – –
CIA
660
Capital Investment Advisors
Georgia
$403K -$363K -3,550 -47%
CCMT
661
CMT Capital Markets Trading
Germany
$403K – – –
BG
662
Bollard Group
Massachusetts
$401K – – –
PWPS
663
Pinnacle Wealth Planning Services
Ohio
$399K -$253K -2,470 -39%
CAN
664
Claraphi Advisory Network
United States
$394K +$65.5K +640 +20%
SA
665
Strategic Advisors
New York
$392K – – –
WAG
666
Winthrop Advisory Group
Massachusetts
$392K +$82.5K +800 +27%
CRCM
667
Corbett Road Capital Management
Virginia
$391K -$92.1K -900 -19%
SAG
668
Spotlight Asset Group
Illinois
$388K – – –
PWSG
669
Pacific Wealth Strategies Group
California
$385K +$385K +3,760 New
KLCM
670
KG&L Capital Management
Louisiana
$384K +$384K +3,760 New
PNC
671
Park National Corp
Ohio
$383K -$265K -2,590 -41%
MWA
672
MFA Wealth Advisors
Pennsylvania
$377K – – –
Northwestern Mutual Wealth Management
673
Northwestern Mutual Wealth Management
Wisconsin
$377K +$20.4K +200 +6%
APW
674
Aurora Private Wealth
New Jersey
$376K +$23.5K +230 +7%
RDWM
675
Red Door Wealth Management
Tennessee
$373K +$28.8K +280 +8%
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