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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 %
DY
726
Dowling & Yahnke
California
$475K +$107K +950 +29%
BO
727
BRR OpCo
Ohio
$473K +$24.9K +220 +6%
FHC
728
First Horizon Corporation
Tennessee
$470K -$5.65K -50 -1%
WP
729
WealthSource Partners
California
$469K -$30.6K -270 -6%
IWM
730
IHT Wealth Management
Illinois
$469K +$99.7K +880 +27%
BWP
731
Baldwin Wealth Partners
Massachusetts
$469K +$170K +1,500 +57%
OIM
732
Oder Investment Management
California
$467K +$467K +4,130 New
PO
733
Private Ocean
California
$465K -$163K -1,440 -26%
BTWM
734
Baker Tilly Wealth Management
Wisconsin
$461K +$461K +4,070 New
BAS
735
Brown Advisory Securities
Maryland
$458K +$458K +4,050 New
FANJ
736
Financial Architects (New Jersey)
New Jersey
$455K -$28.3K -250 -6%
JWM
737
JGP Wealth Management
Oregon
$455K +$22.7K +180 +5%
PWA
738
Phoenix Wealth Advisors
North Carolina
$455K +$455K +4,020 New
CIA
739
Capital Investment Advisors
Georgia
$454K +$7.93K +70 +2%
CA
740
Cullinan Associates
Kentucky
$453K – – –
EFS
741
Essex Financial Services
Connecticut
$452K +$452K +3,990 New
BBHC
742
Brown Brothers Harriman & Co
New York
$448K – – –
VC
743
Vicus Capital
Pennsylvania
$445K -$23.8K -210 -5%
BG
744
Bollard Group
Massachusetts
$444K – – –
BCV
745
Banque Cantonale Vaudoise
Switzerland
$444K +$444K +3,920 New
AO
746
Advisor OS
Illinois
$442K +$61K +540 +16%
OFG
747
OmniStar Financial Group
North Carolina
$439K -$33.9K -300 -7%
QI
748
Qtron Investments
Massachusetts
$439K +$125K +1,110 +40%
GPA
749
Garrison Point Advisors
California
$438K -$26K -230 -6%
MA
750
MONECO Advisors
Connecticut
$437K – – –
28 29
30
31 32