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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
$4.86B
2
AIM
ARK Investment Management
Florida
$545M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$714M
4
NAMA
Nikko Asset Management Americas
New York
$305M
5
Brown Advisory
Brown Advisory
Maryland
$616M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$1.52B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$6.84B
3
WRCM
Whale Rock Capital Management
Massachusetts
$508M
4
Morgan Stanley
Morgan Stanley
New York
$5.5B
5
GQG Partners
GQG Partners
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
951
Fortis Advisors
Pennsylvania
$170K – – –
LNWWM
952
Laird Norton Wetherby Wealth Management
California
$167K +$167K +1,480 New
AWM
953
Accel Wealth Management
Iowa
$164K +$164K +1,450 New
TC
954
Truvestments Capital
Florida
$161K +$161K +1,430 New
CFA
955
Carroll Financial Associates
North Carolina
$160K +$1.13K +10 +0.7%
AIM
956
Acropolis Investment Management
Missouri
$158K – – –
TIM
957
Tortoise Investment Management
New York
$158K – – –
RWA
958
Ropes Wealth Advisors
Massachusetts
$155K +$6.79K +60 +5%
CB
959
CNB Bank
Pennsylvania
$155K +$29.4K +260 +23%
TFM
960
TFC Financial Management
Massachusetts
$154K – – –
LFG
961
Larson Financial Group
Missouri
$149K +$54.2K +480 +57%
TFA
962
Toth Financial Advisory
Virginia
$147K +$2.26K +20 +2%
OSNBOA
963
Old Second National Bank of Aurora
Illinois
$139K – – –
EDRH
964
Edmond de Rothschild Holding
Switzerland
$139K +$139K +1,230 New
CFG
965
CKW Financial Group
Hawaii
$137K -$48.7K -430 -26%
CAL
966
Capital Analysts LLC
Pennsylvania
$135K -$794K -7,000 -85%
ADL
967
Asset Dedication LLC
California
$134K -$56.8K -500 -30%
BFC
968
Bedel Financial Consulting
Indiana
$134K – – –
TWA
969
TCI Wealth Advisors
Arizona
$132K +$3.39K +30 +3%
OIA
970
Optimum Investment Advisors
Illinois
$131K -$11.3K -100 -8%
PWM
971
Perigon Wealth Management
California
$131K +$131K +1,160 New
RFA
972
Reilly Financial Advisors
California
$128K -$9.06K -80 -7%
WB
973
Webster Bank
Connecticut
$125K +$125K +1,100 New
HWA
974
Heritage Wealth Advisors
Virginia
$113K – – –
TCOV
975
Trust Company of Vermont
Vermont
$113K – – –
37 38
39
40 41