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Shift4
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Overview Fund Activity

289 hedge funds and large institutions have $4.22B invested in Shift4 in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 93 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+57
Holders Change %
+24.57%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
87
Increased
93
Reduced
83
Closed
30
Calls
$380M
Puts
$155M
Net Calls
+$225M
Net Calls Change
+$51.5M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$59.1M
2
DCM
2
Driehaus Capital Management
Illinois
$45.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$41.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$60.6M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$164M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$430M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$181M
4
Citadel Advisors
4
Citadel Advisors
Florida
$19.3M
5
Millennium Management
5
Millennium Management
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
226
Canada Life
Manitoba, Canada
$176K – – –
CF
227
Centaurus Financial
California
$141K -$304 -4 -0.2%
TAM
228
Tucker Asset Management
Colorado
$138K +$138K +1,823 New
SPIA
229
Steward Partners Investment Advisory
New York
$138K +$5.31K +70 +4%
CA
230
Crewe Advisors
Utah
$110K -$2.96K -39 -3%
Federated Hermes
231
Federated Hermes
Pennsylvania
$108K +$108K +1,431 New
PVH
232
Psagot Value Holdings
Israel
$72K – – –
AAM
233
Advisors Asset Management
Colorado
$69.2K +$1.29K +17 +2%
FIA
234
FNY Investment Advisers
New York
$67K +$3.3K +44 +5%
US Bancorp
235
US Bancorp
Minnesota
$64.7K +$4.02K +53 +7%
Asset Management One
236
Asset Management One
Japan
$58K -$25.9K -342 -31%
ASN
237
Advisory Services Network
Georgia
$58K +$53.1K +700 +1,077%
AIG
238
American International Group
New York
$56.9K -$1.67K -22 -3%
SIC
239
Salem Investment Counselors
North Carolina
$43.4K -$75.8K -1,000 -64%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$41K +$2.03K +27 +5%
QL
241
Quarry LP
New York
$39.8K +$39.8K +525 New
BAM
242
Belpointe Asset Management
Nevada
$34.4K +$26.9K +355 +359%
FCA
243
Fortis Capital Advisors
Kansas
$34.4K +$32.7K +431 +1,874%
RTC
244
Riverview Trust Company
Washington
$27.7K – – –
CWC
245
Carolinas Wealth Consulting
North Carolina
$25.6K – – –
YDMI
246
Y.D. More Investments
Israel
$25.3K -$10.2K -488 -29%
BWP
247
Baldwin Wealth Partners
Massachusetts
$18.6K – – –
GTAM
248
Global Trust Asset Management
Florida
$15.2K +$15.2K +200 New
Loomis, Sayles & Company
249
Loomis, Sayles & Company
Massachusetts
$15K +$10.4K +140 +230%
LC
250
Lindbrook Capital
California
$13.3K +$455 +6 +4%
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