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Shift4
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Overview Fund Activity

251 hedge funds and large institutions have $3.25B invested in Shift4 in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 87 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-19
Holders Change %
-7.04%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
40
Increased
89
Reduced
87
Closed
57
Calls
$245M
Puts
$144M
Net Calls
+$101M
Net Calls Change
-$20.2M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$103M
2
Marshall Wace
Marshall Wace
United Kingdom
+$72.8M
3
SCM
Spyglass Capital Management
California
+$44.5M
4
Morgan Stanley
Morgan Stanley
New York
+$31.4M
5
WA
Wasatch Advisors
Utah
+$30.5M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$76.8M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$54.6M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$42.6M
4
DCM
Driehaus Capital Management
Illinois
-$42.3M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
226
Strategic Investment Solutions
Illinois
$6.77K +$6.77K +100 New
LFG
227
Larson Financial Group
Missouri
$5.54K – – –
OLVIG
228
Oliver Lagore Vanvalin Investment Group
Michigan
$5.54K – – –
QCG
229
Quadrant Capital Group
Ohio
$5.21K -$443 -8 -8%
QC
230
Quent Capital
New York
$5.09K -$111 -2 -2%
CI Investments Inc
231
CI Investments Inc
Ontario, Canada
$5K +$581 +10 +13%
AF
232
Allworth Financial
California
$2.71K +$111 +2 +4%
PFBT
233
Parkside Financial Bank & Trust
Missouri
$2.66K – – –
BAM
234
Bellevue Asset Management
Washington
$2.6K – – –
NA
235
NewEdge Advisors
Louisiana
$2.22K +$2.22K +40 New
CFB
236
Cullen/Frost Bankers
Texas
$2.16K – – –
BTI
237
Blue Trust Inc
Georgia
$2K +$2K +30 New
S
238
SignatureFD
Georgia
$1.94K +$277 +5 +17%
FHA
239
First Horizon Advisors
Tennessee
$1.61K – – –
Russell Investments Group
240
Russell Investments Group
United Kingdom
$664 +$387 +7 +140%
JWA
241
JFS Wealth Advisors
Pennsylvania
$610 +$222 +4 +57%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$554 +$554 +10 New
GRP
243
Global Retirement Partners
California
$532 +$532 +10 New
VCM
244
Versant Capital Management
Arizona
$332 – – –
SIC
245
SJS Investment Consulting
Ohio
$222 – – –
FFA
246
Farther Finance Advisors
California
$221 -$5.53K -100 -96%
MCM
247
Manchester Capital Management
Vermont
$167 – – –
Kayne Anderson Rudnick Investment Management
248
Kayne Anderson Rudnick Investment Management
California
$55 – – –
Lord, Abbett & Co
249
Lord, Abbett & Co
New Jersey
– -$54.6M -804,528 Closed
DCM
250
Driehaus Capital Management
Illinois
– -$42.3M -622,611 Closed
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