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Shift4
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Overview Fund Activity

306 hedge funds and large institutions have $4.49B invested in Shift4 in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 84 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+55
Holders Change %
+21.91%
% of All Funds
4.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
88
Increased
84
Reduced
105
Closed
30
Calls
$410M
Puts
$199M
Net Calls
+$210M
Net Calls Change
+$110M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
WA
2
Wasatch Advisors
Utah
$191M
3
Jennison Associates
3
Jennison Associates
New York
$219M
4
DCP
4
Durable Capital Partners
Maryland
$355M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$87.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$101M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$308M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$52.8M
4
Millennium Management
4
Millennium Management
New York
$124M
5
SIG
5
Senator Investment Group
New York
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$235K +$235K +3,160 New
WG
227
Winton Group
United Kingdom
$233K +$233K +3,130 New
VPIM
228
Vanguard Personalized Indexing Management
California
$229K +$229K +3,085 New
QCM
229
Qsemble Capital Management
New York
$227K +$227K +3,049 New
URS
230
Utah Retirement Systems
Utah
$223K +$223K +3,000 New
BFC
231
Banc Funds Company
Illinois
$214K – – –
OPS
232
Orion Portfolio Solutions
Nebraska
$206K +$206K +2,825 New
BCI
233
Brinker Capital Investments
Pennsylvania
$206K +$206K +2,825 New
C
234
Covestor
United Kingdom
$137K +$27.3K +368 +25%
SOW
235
State of Wyoming
Wyoming
$117K +$23K +309 +25%
NIMI
236
Natixis Investment Managers International
France
$116K +$116K +1,554 New
SPIA
237
Steward Partners Investment Advisory
New York
$114K -$16.7K -225 -13%
TRCT
238
Tower Research Capital (TRC)
New York
$113K +$90K +1,210 +384%
SSG
239
Summit Securities Group
New York
$112K +$112K +1,500 New
CA
240
Crewe Advisors
Utah
$106K -$1.49K -20 -1%
NRG
241
Nemes Rush Group
Michigan
$97.9K -$7.81K -105 -7%
BAMF
242
BI Asset Management Fondsmaeglerselskab
Denmark
$91K -$566K -7,600 -86%
HFM
243
Harvest Fund Management
China
$90K +$90K +1,216 New
KBC Group
244
KBC Group
Belgium
$83K – – –
PVH
245
Psagot Value Holdings
Israel
$75K – – –
CG
246
Cutler Group
California
$74K -$289K -3,899 -80%
AIG
247
American International Group
New York
$67.4K -$2.83K -38 -4%
Asset Management One
248
Asset Management One
Japan
$60.9K -$10.2K -137 -14%
YDMI
249
Y.D. More Investments
Israel
$56.8K -$674 -10 -1%
EC
250
EntryPoint Capital
New York
$45.3K +$45.3K +609 New
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