SHOP icon

Shopify
SHOP

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 %
CW
701
CreativeOne Wealth
Kansas
$524K +$524K +4,630 New
WJA
702
Willis Johnson & Associates
Texas
$522K +$522K +4,610 New
OFS
703
OneAscent Financial Services
Alabama
$521K -$456K -4,030 -47%
AW
704
ACG Wealth
Georgia
$517K +$517K +4,570 New
LC
705
Lindbrook Capital
California
$516K +$2.26K +20 +0.4%
CCA
706
Checchi Capital Advisers
California
$515K +$148K +1,310 +40%
FM
707
Family Management
New York
$513K +$11.3K +100 +2%
C
708
Certuity
Florida
$513K +$196K +1,730 +62%
SIA
709
Soltis Investment Advisors
Utah
$511K +$32.9K +290 +7%
FFA
710
Founders Financial Alliance
North Carolina
$511K +$58.8K +520 +13%
CCM
711
Coldstream Capital Management
Washington
$509K -$165K -1,460 -24%
HIMC
712
Heritage Investors Management Corp
Maryland
$509K – – –
OWP
713
Obermeyer Wealth Partners
Colorado
$509K – – –
BAM
714
Belpointe Asset Management
Nevada
$507K -$807K -7,130 -61%
BNP Paribas Asset Management
715
BNP Paribas Asset Management
France
$507K +$200K +1,770 +65%
LWM
716
Laidlaw Wealth Management
New York
$501K +$210K +1,860 +72%
BIAS
717
Beacon Investment Advisory Services
New Jersey
$499K +$225K +1,990 +82%
PFG
718
PAX Financial Group
Texas
$499K +$499K +4,410 New
IA
719
IFP Advisors
Florida
$491K +$169K +1,520 +52%
RRA
720
Round Rock Advisors
Connecticut
$491K +$491K +4,340 New
AMM
721
American Money Management
California
$483K +$483K +4,270 New
TCM
722
Traynor Capital Management
Pennsylvania
$479K +$4.52K +40 +1%
RWM
723
Ritholtz Wealth Management
New York
$479K +$159K +1,400 +49%
WANY
724
Wealthspire Advisors (New York)
New York
$479K +$479K +4,230 New
ACA
725
Atlas Capital Advisors
Wyoming
$477K -$448K -3,960 -48%
27 28
29
30 31