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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 %
GW
701
GW & Wade
Massachusetts
$332K – – –
CCA
702
Checchi Capital Advisers
California
$331K +$2.04K +20 +0.6%
DI
703
Diligent Investors
California
$331K +$98.1K +960 +42%
HFP
704
Holistic Financial Partners
Indiana
$329K +$329K +3,220 New
AWM
705
Alterna Wealth Management
Texas
$328K – – –
RM
706
Resource Management
Louisiana
$326K -$20.4K -200 -6%
NP
707
NorthRock Partners
Minnesota
$324K +$55K +540 +20%
UAS
708
United Asset Strategies
New York
$322K +$25.6K +250 +9%
Credit Agricole
709
Credit Agricole
France
$320K +$133K +1,300 +71%
MWM
710
Mattern Wealth Management
Kansas
$319K – – –
DTL
711
Dynamic Technology Lab
Singapore
$317K +$317K +3,100 New
NFG
712
Next Financial Group
Texas
$316K +$14.3K +140 +5%
BAM
713
Blueshift Asset Management
New Jersey
$314K +$314K +3,070 New
WA
714
WBH Advisory
Maryland
$313K +$51.1K +500 +20%
EWA
715
EP Wealth Advisors
California
$311K +$4.09K +40 +1%
ZB
716
Zions Bancorporation
Utah
$311K +$293K +2,860 +1,589%
VIA
717
Vident Investment Advisory
Georgia
$311K +$311K +3,040 New
BCM
718
Beck Capital Management
Texas
$309K +$81.9K +800 +36%
RCM
719
Requisite Capital Management
Texas
$307K -$972K -9,500 -76%
VA
720
Valmark Advisers
Ohio
$305K +$14.3K +140 +5%
TS
721
Tamar Securities
California
$305K +$305K +2,980 New
EWA
722
Evolution Wealth Advisors
Florida
$304K +$47.1K +460 +18%
HR
723
Hayden Royal
North Carolina
$304K +$64.3K +630 +27%
UCMOK
724
United Capital Management of KS
Kansas
$303K +$303K +2,970 New
DWM
725
Dorchester Wealth Management
Quebec, Canada
$299K -$150K -1,470 -33%
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