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Shopify

218 hedge funds and large institutions have $3.27B invested in Shopify in 2017 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 51 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 26

52% more capital invested

Capital invested by funds: $2.16B → $3.27B (+$1.11B)

18% more funds holding

Funds holding: 184218 (+34)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

35% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 79

40.46% less ownership

Funds ownership: 662.88%622.42% (-40%)

49% less call options, than puts

Call options by funds: $53.6M | Put options by funds: $105M

Holders
218
Holders Change
+34
Holders Change %
+18.48%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
65
Increased
51
Reduced
79
Closed
26
Calls
$53.6M
Puts
$105M
Net Calls
-$51.7M
Net Calls Change
-$38.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
126
Roundview Capital
New Jersey
$1.05M
Citigroup
127
Citigroup
New York
$1.02M +$532K +92,310 +161%
PIC
128
PCJ Investment Counsel
Ontario, Canada
$1.02M +$860K +149,300 New
Two Sigma Investments
129
Two Sigma Investments
New York
$997K -$11.7M -2,035,030 -93%
FG
130
Formula Growth
Quebec, Canada
$946K -$720K -125,000 -47%
ST
131
Spot Trading
Illinois
$946K +$800K +138,970 New
FMT
132
First Mercantile Trust
Tennessee
$916K +$331K +57,450 +74%
BWAM
133
Boyd Watterson Asset Management
Ohio
$895K +$757K +131,490 New
FRM
134
Fox Run Management
Connecticut
$810K +$685K +119,000 New
Creative Planning
135
Creative Planning
Kansas
$720K +$500K +86,780 +458%
HFS
136
HL Financial Services
Kentucky
$715K -$119K -20,580 -16%
EI
137
EAM Investors
California
$709K +$76.7K +13,320 +15%
SAM
138
Shell Asset Management
Netherlands
$702K +$158K +27,440 +55%
Barclays
139
Barclays
United Kingdom
$697K +$589K +102,190 +32,965%
BTS
140
BB&T Securities
Virginia
$684K +$62.5K +10,850 +12%
BAM
141
Burgundy Asset Management
Ontario, Canada
$681K
MIM
142
Manitou Investment Management
Ontario, Canada
$651K -$252K -43,700 -31%
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$606K -$2.07M -359,000 -80%
SEI Investments
144
SEI Investments
Pennsylvania
$599K -$496K -86,170 -50%
Bank of Nova Scotia
145
Bank of Nova Scotia
Ontario, Canada
$586K -$240K -41,620 -33%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$573K -$83.1K -14,430 -15%
ClearBridge Investments
147
ClearBridge Investments
New York
$565K -$17.9K -3,110 -4%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$544K +$460K +79,950 New
BAAM
149
Baker Avenue Asset Management
California
$524K -$232K -40,350 -34%
CCM
150
Cadence Capital Management
Massachusetts
$513K -$411K -71,400 -49%

SHOP Hedge Fund Activity: Q1 2017 in Review

218 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q1 2017, worth a combined $3.27B — up 52% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SHOP positions and 26 closed out — a net gain of 39 holders — while 51 added to existing stakes and 79 trimmed.

The largest buyer was Sands Capital Management, opening a new position worth an estimated $221M. The largest seller was Abdiel Capital Advisors, cutting an estimated $61M.

  • 218 institutional investors held Shopify (SHOP) as of Q1 2017, up from 184 in Q4 2016.
  • Funds reported $3.27B of Shopify stock for Q1 2017, up 52% quarter-over-quarter.
  • 65 funds opened new Shopify positions in Q1 2017 and 26 closed out, a net change of +39 holders.
  • The largest Shopify buyer in Q1 2017 was Sands Capital Management, an estimated $221M added.
  • The largest Shopify seller in Q1 2017 was Abdiel Capital Advisors, an estimated $61M sold.

Based on aggregated 13F filings for Q1 2017.