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Shopify
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Overview Fund Activity

1,123 hedge funds and large institutions have $81.7B invested in Shopify in 2020 Q4 according to their latest regulatory filings, with 261 funds opening new positions, 429 increasing their positions, 295 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
+183
Holders Change %
+19.47%
% of All Funds
19.93%
Holding in Top 10
75
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+31.58%
% of All Funds
1.33%
New
261
Increased
429
Reduced
295
Closed
68
Calls
$6.7B
Puts
$7.63B
Net Calls
-$925M
Net Calls Change
+$267M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$1.01B
2
AIM
ARK Investment Management
Florida
+$544M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$316M
4
NAMA
Nikko Asset Management Americas
New York
+$294M
5
Brown Advisory
Brown Advisory
Maryland
+$259M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$935M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$839M
3
WRCM
Whale Rock Capital Management
Massachusetts
-$338M
4
Morgan Stanley
Morgan Stanley
New York
-$266M
5
GQG Partners
GQG Partners
Florida
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
676
Segall Bryant & Hamill
Illinois
$563K +$2.26K +20 +0.4%
PWPS
677
Pinnacle Wealth Planning Services
Ohio
$563K +$122K +1,080 +28%
WWA
678
WC Walker & Associates
California
$561K +$561K +3,910 New
AWA
679
Arete Wealth Advisors
Illinois
$560K -$54K -490 -9%
QI
680
QS Investors
New York
$558K – – –
FCFS
681
First Command Financial Services
Texas
$557K – – –
FCB
682
First Command Bank
Texas
$557K – – –
VC
683
Veracity Capital
Georgia
$556K +$88.1K +780 +19%
JWBC
684
J.W. Burns & Co
New York
$555K +$28.3K +250 +5%
LWCFA
685
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$555K +$555K +4,900 New
HI
686
Harrington Investments
California
$554K +$10.2K +90 +2%
WC
687
Woodstock Corp
Massachusetts
$550K – – –
P
688
Paradiem
Louisiana
$550K +$550K +5,040 New
VHAM
689
Van Hulzen Asset Management
California
$549K -$102K -900 -16%
TC
690
Tacita Capital
Ontario, Canada
$548K +$548K +4,860 New
WMP
691
Wealth Management Partners
Arizona
$546K +$546K +4,710 New
MIM
692
Montgomery Investment Management
Maryland
$543K – – –
FI
693
FormulaFolio Investments
Michigan
$540K +$311K +2,750 +136%
SRAM
694
Spouting Rock Asset Management
Pennsylvania
$540K +$540K +4,770 New
VFM
695
Vivid Financial Management
California
$538K +$538K +4,750 New
SAS
696
Sanford Advisory Services
Michigan
$537K +$537K +4,740 New
FNBT
697
FineMark National Bank & Trust
Florida
$534K +$12.4K +110 +2%
BSW
698
Buckingham Strategic Wealth
Missouri
$531K -$67.9K -600 -11%
CWM
699
Cornerstone Wealth Management
Missouri
$531K +$36.2K +320 +7%
FBT
700
First Bank & Trust
South Dakota
$527K -$20.4K -180 -4%
26 27
28
29 30