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Shopify
SHOP

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 %
MA
676
MONECO Advisors
Connecticut
$372K -$40.9K -400 -10%
CCA
677
Conservest Capital Advisors
Pennsylvania
$369K – – –
IHL
678
Investment House LLC
California
$368K – – –
JWM
679
JGP Wealth Management
Oregon
$368K – – –
BC
680
Burney Company
Virginia
$367K +$30.7K +300 +9%
OAM
681
Oberweis Asset Management
Illinois
$367K +$367K +3,590 New
DCM
682
Donaldson Capital Management
Indiana
$361K – – –
WAAG
683
Wealth Alliance Advisory Group
Kansas
$360K -$36.8K -360 -9%
CWM
684
Circle Wealth Management
New Jersey
$359K – – –
NRI
685
NFP Retirement Inc
California
$358K – – –
PFA
686
Paradigm Financial Advisors
Missouri
$358K -$107K -1,050 -23%
GIM
687
Grassi Investment Management
California
$356K – – –
RA
688
RFG Advisory
Alabama
$355K -$23.5K -230 -6%
FHC
689
First Heartland Consultants
Missouri
$355K -$19.4K -190 -5%
AFP
690
Ausdal Financial Partners
Iowa
$352K +$12.3K +120 +4%
BFS
691
Baskin Financial Services
Ontario, Canada
$351K +$3.07K +30 +0.9%
PCIA
692
Prime Capital Investment Advisors
Kansas
$346K +$21.5K +210 +7%
AO
693
Advisor OS
Illinois
$345K +$73.7K +720 +27%
GA
694
Greytown Advisors
Florida
$342K – – –
GA
695
GFS Advisors
Texas
$338K +$76.8K +750 +29%
PMFA
696
Plante Moran Financial Advisors
Michigan
$338K +$200K +1,950 +144%
BCM
697
BTC Capital Management
Iowa
$337K +$337K +3,310 New
JIC
698
Johnson Investment Counsel
Ohio
$333K – – –
IWM
699
IHT Wealth Management
Illinois
$333K +$41.9K +410 +14%
DY
700
Dowling & Yahnke
California
$332K -$15.3K -150 -4%
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