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Shift4
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Overview Fund Activity

353 hedge funds and large institutions have $6.27B invested in Shift4 in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+15
Holders Change %
+4.44%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
58
Increased
145
Reduced
107
Closed
40
Calls
$98M
Puts
$83.3M
Net Calls
+$14.7M
Net Calls Change
+$130M

Top Buyers

1
DPCM
Darlington Partners Capital Management
California
+$190M
2
WA
Wasatch Advisors
Utah
+$176M
3
DCP
Durable Capital Partners
Maryland
+$100M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$75.1M
5
Boston Partners
Boston Partners
Massachusetts
+$68.3M

Top Sellers

1
Invesco
Invesco
Georgia
-$84.6M
2
KCM
Kodai Capital Management
Illinois
-$53.8M
3
Millennium Management
Millennium Management
New York
-$49.6M
4
Ameriprise
Ameriprise
Minnesota
-$49.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
226
HMS Capital Management
Tennessee
$409K +$107K +1,203 +35%
Truist Financial
227
Truist Financial
North Carolina
$408K +$66.6K +752 +20%
NIP
228
Nicholas Investment Partners
California
$400K +$400K +4,513 New
GTAM
229
Global Trust Asset Management
Florida
$400K +$55.6K +627 +16%
CPIG
230
Chicago Partners Investment Group
Illinois
$399K +$399K +4,277 New
US Bancorp
231
US Bancorp
Minnesota
$398K +$281K +3,169 +239%
MWM
232
Modera Wealth Management
New Jersey
$392K +$392K +4,419 New
AI
233
Atria Investments
North Carolina
$385K +$385K +4,340 New
SC
234
Scotia Capital
Ontario, Canada
$382K +$797 +9 +0.2%
TCM
235
Triumph Capital Management
Colorado
$374K +$27.3K +308 +8%
BFS
236
Bradley Foster & Sargent
Connecticut
$366K +$366K +4,129 New
AB
237
Amalgamated Bank
New York
$360K -$628K -7,083 -64%
JWCA
238
J.W. Cole Advisors
Florida
$358K -$7K -79 -2%
GAG
239
GM Advisory Group
New York
$355K -$89K -1,005 -20%
MSRPS
240
Maryland State Retirement & Pension System
Maryland
$351K – – –
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$351K -$5.03K -57 -1%
M&T Bank
242
M&T Bank
New York
$349K +$46.9K +530 +16%
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$349K +$52.7K +595 +18%
MIM
244
MetLife Investment Management
New Jersey
$342K – – –
PWM
245
Perigon Wealth Management
California
$335K +$13.6K +154 +4%
TC
246
Truvestments Capital
Florida
$334K +$34.8K +393 +12%
SI
247
Stonekeep Investments
New Mexico
$322K +$29.2K +330 +10%
ABC
248
Associated Banc-Corp
Wisconsin
$318K +$69.3K +782 +28%
IWA
249
Inspirion Wealth Advisors
Illinois
$313K – – –
AAS
250
Annex Advisory Services
Wisconsin
$313K -$104K -1,179 -25%
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