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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 %
SBWIC
751
Schaper Benz & Wise Investment Counsel
Wisconsin
$265K – – –
LWM
752
Laidlaw Wealth Management
New York
$263K -$101K -990 -28%
IWC
753
Integrated Wealth Concepts
Massachusetts
$258K -$58.4K -570 -18%
PC
754
Pecaut & Co
Iowa
$256K – – –
BBI
755
Baxter Bros Inc
Connecticut
$256K – – –
PI
756
Pachira Investments
California
$254K +$34.8K +340 +16%
AG
757
Algert Global
California
$253K – – –
GAM
758
Griffin Asset Management
New York
$252K -$141K -1,380 -36%
RW
759
REDW Wealth
New Mexico
$251K – – –
AC
760
Abbrea Capital
California
$249K -$309K -3,020 -55%
BIAS
761
Beacon Investment Advisory Services
New Jersey
$248K +$248K +2,420 New
BWP
762
Bernardo Wealth Planning
Pennsylvania
$248K +$248K +2,430 New
RG
763
Rikoon Group
New Mexico
$244K -$32.7K -320 -12%
TW
764
Transform Wealth
Colorado
$244K +$7.15K +70 +3%
AAP
765
Arax Advisory Partners
Colorado
$242K -$75.6K -740 -24%
PSUF
766
People's United Financial
Connecticut
$242K -$45.9K -450 -16%
WWM
767
Western Wealth Management
Colorado
$242K -$32.7K -320 -12%
LF
768
LifeSteps Financial
California
$237K -$23.5K -230 -9%
SS
769
Sunbelt Securities
Texas
$235K -$141K -1,320 -38%
LWIC
770
Leith Wheeler Investment Counsel
British Columbia, Canada
$235K -$128K -1,250 -35%
CGL
771
Clarius Group LLC
Washington
$235K +$235K +2,300 New
NFG
772
Nations Financial Group
Iowa
$233K +$233K +2,280 New
TFGT
773
TS Financial Group (TSFG)
Illinois
$232K +$3.07K +30 +1%
DLA
774
Douglas Lane & Associates
New York
$232K +$232K +2,270 New
VFA
775
Valeo Financial Advisors
Indiana
$230K -$586K -5,730 -72%
29 30
31
32 33