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Shopify

179 hedge funds and large institutions have $2.27B invested in Shopify in 2016 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 61 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 21

103% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 30

66% more capital invested

Capital invested by funds: $1.37B → $2.27B (+$898M)

44% more funds holding

Funds holding: 124179 (+55)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

24.21% more ownership

Funds ownership: 695.99%720.2% (+24%)

54% less call options, than puts

Call options by funds: $16.3M | Put options by funds: $35.1M

Holders
179
Holders Change
+55
Holders Change %
+44.35%
% of All Funds
4.78%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
76
Increased
61
Reduced
30
Closed
21
Calls
$16.3M
Puts
$35.1M
Net Calls
-$18.8M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$486M +$66.4M +17,407,420 +18%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$180M +$42M +10,996,140 +36%
DVC
3
Deer VII & Co
New York
$137M -$57.2M -15,000,000 -30%
ACA
4
Abdiel Capital Advisors
New York
$110M +$5.8M +1,519,540 +6%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$71.5M +$35.4M +9,278,270 +126%
Connor, Clark & Lunn Investment Management (CC&L)
6
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$70M +$21.7M +5,698,000 +53%
PI
7
Putnam Investments
Massachusetts
$64.4M -$5.45M -1,428,300 -9%
LSCM
8
Light Street Capital Management
California
$63.5M -$15.1M -3,950,000 -21%
WRCM
9
Whale Rock Capital Management
Massachusetts
$60.2M +$15.8M +4,133,230 +42%
Renaissance Technologies
10
Renaissance Technologies
New York
$56.8M +$40.9M +10,706,080 +425%
NCGI
11
Next Century Growth Investors
Minnesota
$47.1M +$37.9M +9,927,230 +944%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$40.9M +$18.8M +4,926,190 +107%
CAM
13
Contour Asset Management
New York
$39.4M -$17.5M -4,578,570 -33%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.2M +$1.29M +337,350 +4%
JP Morgan Chase
15
JP Morgan Chase
New York
$36.9M -$8.01M -2,098,800 -20%
O
16
OppenheimerFunds
New York
$33.2M +$1.94M +509,300 +7%
OAM
17
Oberweis Asset Management
Illinois
$30.3M +$26.9M +7,054,000 New
WRF
18
Waddell & Reed Financial
Kansas
$29.8M +$13.9M +3,631,000 +109%
Citadel Advisors
19
Citadel Advisors
Florida
$29.5M +$26.3M +6,879,210 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$28.7M +$16.5M +4,333,670 +184%
GPI
21
Georgian Partners I
Ontario, Canada
$25.3M -$16.6M -4,350,000 -42%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$24.4M +$19.1M +5,006,500 +729%
PCM
23
Peregrine Capital Management
Minnesota
$22.3M +$19.8M +5,191,600 New
SIMG
24
Stephens Investment Management Group
Texas
$19.6M +$149K +39,000 +0.9%
BSA
25
Braun Stacey Associates
New York
$19.1M +$17M +4,460,150 New

SHOP Hedge Fund Activity: Q3 2016 in Review

179 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q3 2016, worth a combined $2.27B — up 66% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SHOP positions and 21 closed out — a net gain of 55 holders — while 61 added to existing stakes and 30 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $66.4M. The largest seller was Insight Holdings Group, exiting entirely with an estimated $75.2M sold.

  • 179 institutional investors held Shopify (SHOP) as of Q3 2016, up from 124 in Q2 2016.
  • Funds reported $2.27B of Shopify stock for Q3 2016, up 66% quarter-over-quarter.
  • 76 funds opened new Shopify positions in Q3 2016 and 21 closed out, a net change of +55 holders.
  • The largest Shopify buyer in Q3 2016 was Fidelity Investments, an estimated $66.4M added.
  • The largest Shopify seller in Q3 2016 was Insight Holdings Group, an estimated $75.2M sold.

Based on aggregated 13F filings for Q3 2016.