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Shopify
SHOP

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 %
C
851
Cerebellum
California
$64K +$64K +630 New
First Manhattan
852
First Manhattan
New York
$61K +$5.08K +50 +9%
POIA
853
Pin Oak Investment Advisors
Texas
$61K +$61K +600 New
SIM
854
Seaview Investment Managers
Florida
$60K +$60K +490 New
AWM
855
Avondale Wealth Management
Texas
$60K +$60K +590 New
CBT
856
Central Bank & Trust
Kentucky
$59K +$43.7K +430 +287%
AWM
857
Avior Wealth Management
Nebraska
$58K +$20.4K +200 +54%
AIC
858
Archer Investment Corporation
Indiana
$56.3K +$15.3K +150 +38%
NSIM
859
North Star Investment Management
Illinois
$56K -$56K -550 -50%
HGWM
860
Harvest Group Wealth Management
Massachusetts
$56K -$28.5K -280 -34%
LF
861
Lee Financial
Texas
$56K – – –
FHA
862
First Horizon Advisors
Tennessee
$56K +$20.4K +200 +57%
CWC
863
Carolinas Wealth Consulting
North Carolina
$55K +$4.07K +40 +8%
SIS
864
Sound Income Strategies
Florida
$53K – – –
QCG
865
Quadrant Capital Group
Ohio
$52K -$62.2K -610 -54%
HCM
866
Horrell Capital Management
Arkansas
$51K – – –
NSB
867
Norway Savings Bank
Maine
$51K – – –
CFO
868
CVA Family Office
Colorado
$51K – – –
PCG
869
Private Capital Group
Connecticut
$49K – – –
CHA
870
Carmichael Hill & Associates
Maryland
$47K +$2.04K +20 +5%
JIR
871
James Investment Research
Ohio
$46K -$44K -430 -49%
NG
872
NWK Group
California
$43K – – –
TCM
873
Tradewinds Capital Management
Washington
$42K +$3.07K +30 +8%
RIM
874
Rockbridge Investment Management
New York
$41K +$4.1K +40 +11%
AWA
875
Arkadios Wealth Advisors
Georgia
$39.5K +$21.3K +200 +118%
33 34
35
36 37