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Shopify
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Overview Fund Activity

1,123 hedge funds and large institutions have $81.7B invested in Shopify in 2020 Q4 according to their latest regulatory filings, with 261 funds opening new positions, 429 increasing their positions, 295 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
+183
Holders Change %
+19.47%
% of All Funds
19.93%
Holding in Top 10
75
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+31.58%
% of All Funds
1.33%
New
261
Increased
429
Reduced
295
Closed
68
Calls
$6.7B
Puts
$7.63B
Net Calls
-$925M
Net Calls Change
+$267M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$1.01B
2
AIM
ARK Investment Management
Florida
+$544M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$316M
4
NAMA
Nikko Asset Management Americas
New York
+$294M
5
Brown Advisory
Brown Advisory
Maryland
+$259M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$935M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$839M
3
WRCM
Whale Rock Capital Management
Massachusetts
-$338M
4
Morgan Stanley
Morgan Stanley
New York
-$266M
5
GQG Partners
GQG Partners
Florida
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
851
Fiducient Advisors
Illinois
$289K +$289K +2,550 New
CAG
852
Csenge Advisory Group
Florida
$286K +$286K +2,530 New
RM
853
Resource Management
Louisiana
$285K -$75.8K -670 -21%
PWS
854
Private Wealth Strategies
Ohio
$284K +$57.7K +510 +26%
PC
855
Pecaut & Co
Iowa
$283K – – –
IA
856
Insight Advisors
Pennsylvania
$281K +$281K +2,480 New
AG
857
Algert Global
California
$280K – – –
RW
858
REDW Wealth
New Mexico
$277K – – –
EWA
859
EP Wealth Advisors
California
$275K -$69K -610 -20%
CGL
860
Clarius Group LLC
Washington
$273K +$12.5K +110 +5%
RWA
861
Redhawk Wealth Advisors
Minnesota
$273K +$273K +2,410 New
BBI
862
Baxter Bros Inc
Connecticut
$272K -$11.3K -100 -4%
IA
863
IFG Advisory
Georgia
$272K +$272K +2,410 New
EWM
864
Elite Wealth Management
Washington
$269K +$269K +2,380 New
SEP
865
Southland Equity Partners
Missouri
$266K +$266K +2,350 New
WWM
866
Western Wealth Management
Colorado
$266K -$2.26K -20 -0.8%
BFS
867
Bard Financial Services
Connecticut
$266K +$266K +2,350 New
ATC
868
Argent Trust Co
Tennessee
$265K +$265K +2,340 New
SW
869
StrongBox Wealth
Missouri
$261K +$261K +2,310 New
DI
870
Diligent Investors
California
$260K -$106K -940 -29%
SQA
871
Simon Quick Advisors
New Jersey
$259K +$259K +2,290 New
CF
872
Centaurus Financial
California
$258K +$21.5K +190 +9%
BW
873
Bison Wealth
Georgia
$258K +$28.3K +250 +12%
DLA
874
Douglas Lane & Associates
New York
$257K – – –
MCP
875
Mirador Capital Partners
California
$257K +$257K +2,270 New
33 34
35
36 37