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Shopify
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Overview Fund Activity

253 hedge funds and large institutions have $4.04B invested in Shopify in 2017 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 75 increasing their positions, 80 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+35
Holders Change %
+16.06%
% of All Funds
6.32%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.15%
New
78
Increased
75
Reduced
80
Closed
42
Calls
$92.7M
Puts
$355M
Net Calls
-$263M
Net Calls Change
-$211M

Top Buyers

1
Coatue Management
1
Coatue Management
New York
$228M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.09B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$117M
4
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$40.6M
5
Franklin Resources
5
Franklin Resources
California
$34.6M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$25.7M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$51.2M
3
ACA
3
Abdiel Capital Advisors
New York
$152M
4
CAM
4
Contour Asset Management
New York
$0
5
PI
5
Putnam Investments
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Callahan Advisors
Texas
$209K -$136K -15,610 -39%
CFD
202
Creative Financial Designs
Indiana
$185K +$185K +21,250 New
SIAP
203
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$174K +$87K +10,000 +100%
IPC
204
Independent Portfolio Consultants
Florida
$139K -$122K -14,110 -47%
EDRH
205
Edmond de Rothschild Holding
Switzerland
$135K +$135K +15,600 New
TRCT
206
Tower Research Capital (TRC)
New York
$129K -$254K -22,480 -66%
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$125K -$785 -90 -0.6%
ASN
208
Advisory Services Network
Georgia
$123K +$25.8K +2,980 +27%
CG
209
Cutler Group
California
$122K -$287K -33,100 -70%
SBA
210
Seven Bridges Advisors
New York
$120K +$120K +13,790 New
PCP
211
Proficio Capital Partners
Massachusetts
$98K – – –
DADC
212
D.A. Davidson & Co
Montana
$94K +$33.9K +3,910 +57%
GWM
213
Geneos Wealth Management
Colorado
$78K +$78K +9,020 New
AIM
214
Arcadia Investment Management
Michigan
$77K – – –
NFG
215
Next Financial Group
Texas
$69K – – –
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$66K +$22.9K +2,650 +53%
RFA
217
Reilly Financial Advisors
California
$61K – – –
BNP Paribas Financial Markets
218
BNP Paribas Financial Markets
France
$56.8K -$42.6K -4,900 -43%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$49K +$49K +5,670 New
FANJ
220
Financial Architects (New Jersey)
New Jersey
$48K – – –
US Bancorp
221
US Bancorp
Minnesota
$43K +$1.38K +160 +3%
BWA
222
BDO Wealth Advisors
Florida
$43K +$43K +5,000 New
NIPH
223
NN Investment Partners Holdings
Netherlands
$43K +$43K +5,000 New
WEC
224
Winslow Evans & Crocker
Massachusetts
$41.3K +$41.3K +4,750 New
CLOS
225
Compagnie Lombard Odier SCmA
Switzerland
$35K +$35K +4,000 New
7 8
9
10 11