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878 hedge funds and large institutions have $67.4B invested in Shopify in 2020 Q2 according to their latest regulatory filings, with 240 funds opening new positions, 262 increasing their positions, 299 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 56

128% more capital invested

Capital invested by funds: $29.6B → $67.4B (+$37.8B)

103% more funds holding in top 10

Funds holding in top 10: 31 → 63 (+32)

26% more funds holding

Funds holding: 699 → 878 (+179)

12% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 299

22% less call options, than puts

Call options by funds: $4.95B | Put options by funds: $6.35B

25.08% less ownership

Funds ownership: 685.15% → 660.07% (-25%)

Holders
878
Holders Change
+179
Holders Change %
+25.61%
% of All Funds
18%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1.29%
New
240
Increased
262
Reduced
299
Closed
56
Calls
$4.95B
Puts
$6.35B
Net Calls
-$1.4B
Net Calls Change
-$436M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$732M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$265M
3
Jennison Associates
Jennison Associates
New York
+$237M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$205M
5
Morgan Stanley
Morgan Stanley
New York
+$183M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$449M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$423M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$382M
4
JP Morgan Chase
JP Morgan Chase
New York
-$243M
5
Sands Capital Management
Sands Capital Management
Virginia
-$218M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
926
Lion Street Advisors
Texas
– -$7K -170 Closed
WQ
927
Wealth Quarterback
New Jersey
– -$5.84K -140 Closed
EIP
928
Ellis Investment Partners
Pennsylvania
– -$4K -120 Closed
AIM
929
Aigen Investment Management
New York
– -$2K -40 Closed
AS
930
Altshuler Shaham
Israel
– -$1K -20 Closed
CBT
931
Capital Bank & Trust
California
– -$1K -20 Closed
WT
932
Washington Trust
Rhode Island
– -$1K -20 Closed
34 35 36 37
38

SHOP Hedge Fund Activity: Q2 2020 in Review

878 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q2 2020, worth a combined $67.4B — up 128% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 240 funds opened new SHOP positions and 56 closed out — a net gain of 184 holders — while 262 added to existing stakes and 299 trimmed.

The largest buyer was Capital World Investors, adding an estimated $732M. The largest seller was Osaic Holdings, cutting an estimated $449M.

  • 878 institutional investors held Shopify (SHOP) as of Q2 2020, up from 699 in Q1 2020.
  • Funds reported $67.4B of Shopify stock for Q2 2020, up 128% quarter-over-quarter.
  • 240 funds opened new Shopify positions in Q2 2020 and 56 closed out, a net change of +184 holders.
  • The largest Shopify buyer in Q2 2020 was Capital World Investors, an estimated $732M added.
  • The largest Shopify seller in Q2 2020 was Osaic Holdings, an estimated $449M sold.

Based on aggregated 13F filings for Q2 2020.