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184 hedge funds and large institutions have $2.16B invested in Shopify in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

23% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 60

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

3% more funds holding

Funds holding: 179184 (+5)

5% less capital invested

Capital invested by funds: $2.27B → $2.16B (-$107M)

45% less call options, than puts

Call options by funds: $16.4M | Put options by funds: $29.6M

57.33% less ownership

Funds ownership: 720.2%662.88% (-57%)

Holders
184
Holders Change
+5
Holders Change %
+2.79%
% of All Funds
4.6%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.28%
New
29
Increased
74
Reduced
60
Closed
21
Calls
$16.4M
Puts
$29.6M
Net Calls
-$13.2M
Net Calls Change
+$5.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$489M +$3.06M +727,650 +0.6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$178M -$1.26M -300,420 -0.7%
ACA
3
Abdiel Capital Advisors
New York
$146M +$35.4M +8,434,420 +33%
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$65.9M -$4.32M -1,028,350 -6%
PI
5
Putnam Investments
Massachusetts
$64.7M +$352K +83,770 +0.6%
LSCM
6
Light Street Capital Management
California
$58.9M -$4.41M -1,050,000 -7%
CAM
7
Contour Asset Management
New York
$55.7M +$16M +3,811,290 +42%
Renaissance Technologies
8
Renaissance Technologies
New York
$55.1M -$1.54M -366,080 -3%
WRCM
9
Whale Rock Capital Management
Massachusetts
$51M -$8.93M -2,125,410 -15%
NCGI
10
Next Century Growth Investors
Minnesota
$44.9M -$2.09M -497,230 -5%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.5M +$7.24M +1,724,420 +20%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$40.5M -$402K -95,580 -1%
SM
13
SCGE Management
California
$37.3M +$26.4M +6,275,000 +259%
Wells Fargo
14
Wells Fargo
California
$33.9M +$31.7M +7,539,110 +2,014%
Citadel Advisors
15
Citadel Advisors
Florida
$32.1M +$2.57M +611,170 +9%
JP Morgan Chase
16
JP Morgan Chase
New York
$31.4M -$5.37M -1,277,980 -15%
WRF
17
Waddell & Reed Financial
Kansas
$30.7M +$893K +212,500 +3%
OAM
18
Oberweis Asset Management
Illinois
$29.8M -$391K -93,000 -1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$29.5M +$760K +180,830 +3%
GCP
20
Garelick Capital Partners
Massachusetts
$29.4M +$18.6M +4,437,750 +184%
O
21
OppenheimerFunds
New York
$28.9M -$4.22M -1,004,500 -13%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$27.1M +$2.66M +632,500 +11%
SIMG
23
Stephens Investment Management Group
Texas
$23M +$3.37M +801,250 +18%
PCM
24
Peregrine Capital Management
Minnesota
$22.6M +$372K +88,530 +2%
Federated Hermes
25
Federated Hermes
Pennsylvania
$20M +$1.64M +391,000 +9%

SHOP Hedge Fund Activity: Q4 2016 in Review

184 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q4 2016, worth a combined $2.16B — down 4.7% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SHOP positions and 21 closed out — a net gain of 8 holders — while 74 added to existing stakes and 60 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $35.4M. The largest seller was Deer VII & Co, exiting entirely with an estimated $137M sold.

  • 184 institutional investors held Shopify (SHOP) as of Q4 2016, up from 179 in Q3 2016.
  • Funds reported $2.16B of Shopify stock for Q4 2016, down 4.7% quarter-over-quarter.
  • 29 funds opened new Shopify positions in Q4 2016 and 21 closed out, a net change of +8 holders.
  • The largest Shopify buyer in Q4 2016 was Abdiel Capital Advisors, an estimated $35.4M added.
  • The largest Shopify seller in Q4 2016 was Deer VII & Co, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2016.