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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 %
MTC
801
McDaniel Terry & Co
Texas
$205K +$205K +2,000 New
PWS
802
Private Wealth Strategies
Ohio
$205K +$205K +2,000 New
VCM
803
Vision Capital Management
Oregon
$205K +$205K +2,000 New
CTC
804
Central Trust Company
Missouri
$204K -$10.3K -100 -5%
CWM
805
Cordatus Wealth Management
Pennsylvania
$204K +$204K +1,990 New
SBL
806
Sargent Bickham Lagudis
Colorado
$203K -$13.3K -130 -6%
Verition Fund Management
807
Verition Fund Management
Connecticut
$203K +$203K +1,980 New
AFM
808
Abbot Financial Management
Massachusetts
$201K -$30.8K -300 -13%
SSB
809
Sandy Spring Bank
Maryland
$199K – – –
AIM
810
ARK Investment Management
Florida
$192K -$346K -3,390 -64%
SC
811
Solstein Capital
California
$191K -$8.17K -80 -4%
WEC
812
Winslow Evans & Crocker
Massachusetts
$191K – – –
KCM
813
Kathmere Capital Management
Pennsylvania
$183K +$183K +1,790 New
MSFP
814
Mark Sheptoff Financial Planning
Connecticut
$174K -$25.6K -250 -13%
GI
815
Gradient Investments
Minnesota
$174K +$102K +1,000 +143%
CFG
816
CKW Financial Group
Hawaii
$173K +$151K +1,430 +681%
EW
817
Evoke Wealth
California
$171K -$18.4K -180 -10%
ADL
818
Asset Dedication LLC
California
$171K +$69.2K +680 +68%
FA
819
Fortis Advisors
Pennsylvania
$153K – – –
CFA
820
Carroll Financial Associates
North Carolina
$144K +$16.3K +160 +13%
AIM
821
Acropolis Investment Management
Missouri
$143K – – –
TIM
822
Tortoise Investment Management
New York
$143K – – –
SG Americas Securities
823
SG Americas Securities
New York
$139K -$1.18M -10,900 -89%
TFM
824
TFC Financial Management
Massachusetts
$139K +$139K +1,360 New
AA
825
Advisory Alpha
Michigan
$137K +$137K +1,280 New
31 32
33
34 35