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Shopify

878 hedge funds and large institutions have $67.4B invested in Shopify in 2020 Q2 according to their latest regulatory filings, with 240 funds opening new positions, 262 increasing their positions, 299 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 56

128% more capital invested

Capital invested by funds: $29.6B → $67.4B (+$37.8B)

103% more funds holding in top 10

Funds holding in top 10: 3163 (+32)

26% more funds holding

Funds holding: 699878 (+179)

12% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 299

22% less call options, than puts

Call options by funds: $4.95B | Put options by funds: $6.35B

25.08% less ownership

Funds ownership: 685.15%660.07% (-25%)

Holders
878
Holders Change
+179
Holders Change %
+25.61%
% of All Funds
18%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1.29%
New
240
Increased
262
Reduced
299
Closed
56
Calls
$4.95B
Puts
$6.35B
Net Calls
-$1.4B
Net Calls Change
-$436M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
776
GS Investments
Minnesota
$94.9K -$11.8K -170 -15%
TC
777
Truvestments Capital
Florida
$87K +$58.3K +840 +1,050%
PAI
778
Pittenger & Anderson Inc
Nebraska
$86K +$41.6K +600 +194%
PP
779
PrairieView Partners
Minnesota
$85K
JIR
780
James Investment Research
Ohio
$84K +$61.1K +880 New
RG
781
Retirement Group
California
$84K +$61.1K +880 New
TRCT
782
Tower Research Capital (TRC)
New York
$83K -$2.49M -35,920 -98%
HGWM
783
Harvest Group Wealth Management
Massachusetts
$78K
MWP
784
Meridian Wealth Partners
Pennsylvania
$75K +$54.8K +790 New
OIA
785
Optimum Investment Advisors
Illinois
$71K -$292K -4,200 -85%
SF
786
Synovus Financial
Georgia
$70K -$128K -1,840 -71%
WCG
787
Weaver Consulting Group
California
$68K -$8.33K -120 -14%
FMII
788
Farmers & Merchants Investments Inc
Nebraska
$68K
GI
789
Gradient Investments
Minnesota
$66K -$63.2K -910 -57%
TF
790
TimeScale Financial
Massachusetts
$63K -$54.1K -780 -56%
BWA
791
BDO Wealth Advisors
Florida
$62K -$41.6K -600 -48%
EI
792
Ellevest Inc
New York
$60K -$12.5K -180 -22%
SWM
793
Sugarloaf Wealth Management
Georgia
$57K -$17.4K -250 -29%
First Manhattan
794
First Manhattan
New York
$52K +$6.94K +100 +22%
LF
795
Lee Financial
Texas
$52K +$38.2K +550 New
SIS
796
Sound Income Strategies
Florida
$49K
CFO
797
CVA Family Office
Colorado
$47K
HCM
798
Horrell Capital Management
Arkansas
$47K
NSB
799
Norway Savings Bank
Maine
$47K
CWC
800
Carolinas Wealth Consulting
North Carolina
$47K +$34.7K +500 New

SHOP Hedge Fund Activity: Q2 2020 in Review

878 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q2 2020, worth a combined $67.4B — up 128% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 240 funds opened new SHOP positions and 56 closed out — a net gain of 184 holders — while 262 added to existing stakes and 299 trimmed.

The largest buyer was Capital World Investors, adding an estimated $732M. The largest seller was Osaic Holdings, cutting an estimated $449M.

  • 878 institutional investors held Shopify (SHOP) as of Q2 2020, up from 699 in Q1 2020.
  • Funds reported $67.4B of Shopify stock for Q2 2020, up 128% quarter-over-quarter.
  • 240 funds opened new Shopify positions in Q2 2020 and 56 closed out, a net change of +184 holders.
  • The largest Shopify buyer in Q2 2020 was Capital World Investors, an estimated $732M added.
  • The largest Shopify seller in Q2 2020 was Osaic Holdings, an estimated $449M sold.

Based on aggregated 13F filings for Q2 2020.