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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 %
DWM
726
Destination Wealth Management
California
– -$239K -6,000 Closed
HAS
727
HBW Advisory Services
California
– -$239K -5,710 Closed
BPA
728
Beacon Pointe Advisors
California
– -$224K -5,630 Closed
I
729
INVST
Indiana
– -$223K -5,600 Closed
WA
730
Wealth Architects
California
– -$219K -5,500 Closed
NWS
731
Newport Wealth Strategies
California
– -$226K -5,450 Closed
1WA
732
180 Wealth Advisors
Washington
– -$227K -5,070 Closed
SIC
733
Samalin Investment Counsel
New York
– -$131K -3,300 Closed
Chevy Chase Trust
734
Chevy Chase Trust
Maryland
– -$107K -2,680 Closed
QFA
735
Quattro Financial Advisors
Texas
– -$116K -2,640 Closed
PFO
736
Pathstone Family Office
New Jersey
– -$676K -1,700 Closed
TCWM
737
Total Clarity Wealth Management
Illinois
– -$45K -1,130 Closed
IRAG
738
Investment Research & Advisory Group
Georgia
– -$40K -1,000 Closed
PA
739
PSI Advisors
Florida
– -$39K -1,000 Closed
MWP
740
Meridian Wealth Partners
Pennsylvania
– -$32K -800 Closed
AP
741
Americana Partners
Texas
– -$19K -500 Closed
ACM
742
Allred Capital Management
Texas
– -$15.5K -390 Closed
TPWA
743
TRUE Private Wealth Advisors
Oregon
– -$15K -390 Closed
VNA
744
Valley National Advisers
Pennsylvania
– -$12K -300 Closed
MIM
745
Macroview Investment Management
Maryland
– -$4K -110 Closed
SQA
746
Simon Quick Advisors
New Jersey
– -$2K -60 Closed
BAM
747
Bellevue Asset Management
Washington
– -$1K -20 Closed
SHWM
748
Silicon Hills Wealth Management
Texas
– -$8 -10 Closed
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