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Shopify
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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 %
FCM
676
Firestone Capital Management
Florida
$4K -$36K -900 -90%
EIP
677
Ellis Investment Partners
Pennsylvania
$4K -$6K -180 -60%
TAIM
678
TD Ameritrade Investment Management
Nebraska
$4K -$889 -20 -18%
JPLA
679
Joseph P. Lucia & Associates
New York
$4K – – –
LWA
680
Lenox Wealth Advisors
New York
$4K +$1.78K +40 +80%
JWA
681
JFS Wealth Advisors
Pennsylvania
$4K +$4K +90 New
BBA
682
Braun-Bostich & Associates
Pennsylvania
$4K +$4K +110 New
GAM
683
Gemmer Asset Management
California
$3K +$750 +20 +33%
JCM
684
Jacobi Capital Management
Pennsylvania
$3K +$3K +70 New
TC
685
Truvestments Capital
Florida
$3K +$3K +80 New
AWA
686
Arkadios Wealth Advisors
Georgia
$2.5K -$2.09K -50 -45%
AIM
687
Aigen Investment Management
New York
$2K -$7.5K -150 -79%
AWM
688
Avior Wealth Management
Nebraska
$2K – – –
FWM
689
Filbrandt Wealth Management
Wisconsin
$2K +$2K +50 New
DSC
690
Duncker Streett & Co
Missouri
$1K – – –
AS
691
Altshuler Shaham
Israel
$1K – – –
CBT
692
Capital Bank & Trust
California
$1K +$1K +20 New
WT
693
Washington Trust
Rhode Island
$1K +$1K +20 New
HR
694
Howe & Rusling
New York
$1K +$1K +30 New
NL
695
NWAM LLC
Washington
$649 +$9 +220 +1%
NAMA
696
Nikko Asset Management Americas
New York
– -$77.8M -1,956,310 Closed
HCM
697
Hitchwood Capital Management
New York
– -$55.7M -1,400,000 Closed
CI Investments Inc
698
CI Investments Inc
Ontario, Canada
– -$54.8M -1,377,230 Closed
FAM
699
Foxhaven Asset Management
Virginia
– -$34.5M -867,540 Closed
QC
700
Quadrature Capital
United Kingdom
– -$18.5M -467,000 Closed
26 27
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