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Shift4
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Overview Fund Activity

226 hedge funds and large institutions have $3.34B invested in Shift4 in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 59 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
–
Holders Change %
0%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
58
Increased
96
Reduced
59
Closed
55
Calls
$146M
Puts
$48.8M
Net Calls
+$97.5M
Net Calls Change
+$36.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
2
Macquarie Group
Macquarie Group
Australia
+$93.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$77.7M
4
SCA
Southpoint Capital Advisors
New York
+$75.3M
5
Ameriprise
Ameriprise
Minnesota
+$73.5M

Top Sellers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$100M
2
DCP
Durable Capital Partners
Maryland
-$93.7M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$66.9M
4
Wells Fargo
Wells Fargo
California
-$65.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
251
Blueshift Asset Management
New Jersey
– -$1.16M -14,964 Closed
JC
252
JCSD Capital
California
– -$930K -12,000 Closed
Capital Fund Management (CFM)
253
Capital Fund Management (CFM)
France
– -$899K -11,597 Closed
PCM
254
Prelude Capital Management
New York
– -$744K -9,594 Closed
DCM
255
Dupont Capital Management
Delaware
– -$669K -8,630 Closed
VI
256
Versor Investments
New York
– -$620K -8,000 Closed
PRC
257
Pearl River Capital
Michigan
– -$514K -6,626 Closed
Group One Trading
258
Group One Trading
Illinois
– -$388K -5,006 Closed
Squarepoint
259
Squarepoint
New York
– -$318K -4,097 Closed
VF
260
Virtu Financial
New York
– -$275K -3,550 Closed
IMRF
261
Illinois Municipal Retirement Fund
Illinois
– -$252K -3,252 Closed
RJFSA
262
Raymond James Financial Services Advisors
Florida
– -$243K -3,130 Closed
MSRPS
263
Maryland State Retirement & Pension System
Maryland
– -$240K -3,056 Closed
SSA
264
Schonfeld Strategic Advisors
New York
– -$233K -3,000 Closed
CFD
265
Creative Financial Designs
Indiana
– -$107K -1,385 Closed
SM
266
SG3 Management
Puerto Rico
– -$58K -750 Closed
FWM
267
Focused Wealth Management
New York
– -$47K -600 Closed
PHK
268
Point72 Hong Kong
Hong Kong
– -$21K -268 Closed
Simplex Trading
269
Simplex Trading
Illinois
– -$15K -159 Closed
AII
270
AGF Investments Inc
Ontario, Canada
– -$5K -70 Closed
GEA
271
Glen Eagle Advisors
New Jersey
– -$5.04K -65 Closed
GAM
272
Gemmer Asset Management
California
– -$5K -60 Closed
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$4.65K -60 Closed
AWA
274
Arkadios Wealth Advisors
Georgia
– -$4K -54 Closed
HI
275
Hudock Inc
Pennsylvania
– -$2K -33 Closed
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