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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 %
RWA
826
Ropes Wealth Advisors
Massachusetts
$134K – – –
CH
827
Canton Hathaway
Rhode Island
$133K +$133K +1,300 New
TFA
828
Toth Financial Advisory
Virginia
$131K +$3.07K +30 +2%
OIA
829
Optimum Investment Advisors
Illinois
$129K +$52.2K +510 +68%
OSNBOA
830
Old Second National Bank of Aurora
Illinois
$126K – – –
RFA
831
Reilly Financial Advisors
California
$124K -$25.6K -250 -17%
PCWA
832
Pacific Capital Wealth Advisors
California
$124K +$124K +1,210 New
HPC
833
HM Payson & Co
Maine
$123K +$122K +1,190 +11,900%
BFC
834
Bedel Financial Consulting
Indiana
$121K +$2.05K +20 +2%
TWA
835
TCI Wealth Advisors
Arizona
$117K -$29.8K -290 -20%
CB
836
CNB Bank
Pennsylvania
$113K +$10.2K +100 +10%
FCH
837
Freestone Capital Holdings
Washington
$108K +$108K +1,060 New
HWA
838
Heritage Wealth Advisors
Virginia
$102K +$102K +1,000 New
TCOV
839
Trust Company of Vermont
Vermont
$102K – – –
MPWT
840
MassMutual Private Wealth & Trust
Connecticut
$100K -$16.3K -160 -14%
GI
841
GS Investments
Minnesota
$97K -$5.11K -50 -5%
MWP
842
Meridian Wealth Partners
Pennsylvania
$91K +$10.2K +100 +13%
GWS
843
Glassman Wealth Services
Virginia
$89K -$38.9K -380 -30%
LFG
844
Larson Financial Group
Missouri
$86K -$195K -1,900 -69%
PP
845
PrairieView Partners
Minnesota
$82K -$10.3K -100 -11%
WCG
846
Weaver Consulting Group
California
$79K +$5.13K +50 +7%
NNP
847
Nachman Norwood & Parrott
South Carolina
$79K +$79K +770 New
SXL
848
Summit X LLC
Missouri
$76.7K +$2.23K +250 +3%
TF
849
TimeScale Financial
Massachusetts
$74K +$9.51K +90 +15%
EI
850
Ellevest Inc
New York
$64K – – –
32 33
34
35 36