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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 %
TWC
251
TD Waterhouse Canada
Ontario, Canada
$12.2K +$12.2K +163 New
PA
252
Parallel Advisors
California
$11.7K -$379 -5 -3%
WTA
253
Washington Trust Advisors
Massachusetts
$10.5K – – –
TRCT
254
Tower Research Capital (TRC)
New York
$10K -$72.8K -939 -88%
OLVIG
255
Oliver Lagore Vanvalin Investment Group
Michigan
$7.58K – – –
LFG
256
Larson Financial Group
Missouri
$7.58K +$7.58K +100 New
QC
257
Quent Capital
New York
$7.13K +$6.97K +92 +4,600%
QCG
258
Quadrant Capital Group
Ohio
$6.75K +$3.72K +49 +123%
CFO
259
CVA Family Office
Colorado
$6.06K – – –
IA
260
IFP Advisors
Florida
$4.76K -$7.78K -232 -62%
MC
261
Machina Capital
France
$4.55K +$4.55K +60 New
AF
262
Allworth Financial
California
$3.72K +$531 +7 +17%
PFBT
263
Parkside Financial Bank & Trust
Missouri
$3.64K – – –
BAM
264
Bellevue Asset Management
Washington
$3.56K – – –
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$3.49K +$3.49K +46 New
GWS
266
Glassman Wealth Services
Virginia
$3.41K – – –
CFB
267
Cullen/Frost Bankers
Texas
$2.96K – – –
S
268
SignatureFD
Georgia
$2.27K +$1.14K +15 +100%
FHA
269
First Horizon Advisors
Tennessee
$2.2K -$606 -8 -22%
MIFH
270
Migdal Insurance & Financial Holdings
Israel
$2K +$1.25K +15 +167%
BTI
271
Blue Trust Inc
Georgia
$2K +$2K +24 New
EI
272
Ellevest Inc
New York
$1.97K -$6.75K -89 -77%
TFA
273
Toth Financial Advisory
Virginia
$1.67K +$1.67K +22 New
NSIM
274
North Star Investment Management
Illinois
$1.59K – – –
AF
275
Advisornet Financial
Minnesota
$910 +$152 +2 +20%
9 10
11
12 13