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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 %
LA
926
Legacy Advisors
Pennsylvania
$215K +$215K +1,900 New
SC
927
Sepio Capital
Utah
$213K +$213K +1,880 New
KCM
928
Kathmere Capital Management
Pennsylvania
$212K +$9.07K +80 +4%
HCM
929
Howland Capital Management
Massachusetts
$212K +$212K +1,870 New
ESBC
930
E.S. Barr & Co
Kentucky
$209K +$209K +1,850 New
FFA
931
First Foundation Advisors
California
$208K +$208K +1,840 New
SCM
932
Southport Capital Management
Tennessee
$206K +$206K +1,820 New
CAI
933
Capital Advisors Inc
Oklahoma
$205K +$205K +1,810 New
AWE
934
Avidian Wealth Enterprises
Texas
$204K +$204K +1,800 New
CFO
935
Collective Family Office
Pennsylvania
$204K +$204K +1,800 New
FWCM
936
Ferguson Wellman Capital Management
Oregon
$204K +$204K +1,800 New
PFA
937
Paradigm Financial Advisors
Missouri
$203K -$194K -1,710 -49%
RG
938
Rikoon Group
New Mexico
$203K -$68K -600 -25%
HGWM
939
Horst & Graben Wealth Management
Oregon
$203K -$34K -300 -14%
AIP
940
Almanack Investment Partners
Pennsylvania
$202K +$202K +1,780 New
IC
941
Inscription Capital
Texas
$201K +$201K +1,780 New
IR
942
Invictus RG
Bermuda
$201K +$201K +1,780 New
PCIA
943
Prime Capital Investment Advisors
Kansas
$196K -$187K -1,650 -49%
HFM
944
Harvest Fund Management
China
$194K -$35K -310 -15%
MSFP
945
Mark Sheptoff Financial Planning
Connecticut
$192K – – –
OCM
946
Orion Capital Management
California
$191K +$191K +1,690 New
CI
947
CX Institutional
Indiana
$186K -$113K -1,000 -38%
PMFA
948
Plante Moran Financial Advisors
Michigan
$182K -$191K -1,690 -51%
AWA
949
Arkadios Wealth Advisors
Georgia
$175K +$133K +1,180 +319%
GI
950
Gradient Investments
Minnesota
$174K – – –
36 37
38
39 40