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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 %
CAM
776
CenterStar Asset Management
Illinois
$230K – – –
RCA
777
Resonant Capital Advisors
Wisconsin
$229K -$164K -1,600 -42%
FNC
778
First National Corp
Massachusetts
$229K – – –
CFB
779
Cullen/Frost Bankers
Texas
$221K +$221K +2,160 New
NDSI
780
Newman Dignan & Sheerar Inc
Rhode Island
$220K -$11.3K -110 -5%
EWM
781
Evercore Wealth Management
New York
$219K – – –
BCM
782
Bourgeon Capital Management
Connecticut
$218K +$205K +2,000 +1,538%
Marshall Wace
783
Marshall Wace
United Kingdom
$217K -$2.86M -27,910 -93%
HFM
784
Harvest Fund Management
China
$216K -$175K -1,640 -45%
YIA
785
YHB Investment Advisors
Connecticut
$215K +$215K +2,100 New
FFG
786
Frisch Financial Group
New York
$215K +$215K +2,100 New
CF
787
Centaurus Financial
California
$214K -$52.2K -510 -20%
HGWM
788
Horst & Graben Wealth Management
Oregon
$214K +$214K +2,090 New
FAT
789
First American Trust
California
$212K +$212K +2,070 New
PG
790
Pendal Group
Australia
$212K +$212K +2,070 New
SFS
791
Summit Financial Strategies
Ohio
$211K +$211K +2,060 New
CPC
792
Congress Park Capital
New York
$211K +$211K +2,060 New
ARG
793
Advisory Resource Group
Oklahoma
$210K -$19.5K -190 -8%
IGGA
794
Iron Gate Global Advisors
Utah
$209K +$209K +2,050 New
BW
795
Bison Wealth
Georgia
$208K +$208K +2,030 New
FI
796
FormulaFolio Investments
Michigan
$207K +$207K +2,020 New
NPF
797
Norris Perne & French
Michigan
$205K -$308K -3,000 -60%
GG
798
Gleason Group
Kentucky
$205K – – –
DFG
799
DWM Financial Group
Illinois
$205K +$205K +2,000 New
CCM
800
Compass Capital Management
Minnesota
$205K +$205K +2,000 New
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