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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 %
DFCM
251
Dark Forest Capital Management
Puerto Rico
– -$8.85M -130,345 Closed
LCG
252
Lisanti Capital Growth
New York
– -$7.14M -105,115 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
253
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$6.47M -95,228 Closed
CM
254
Castleark Management
Illinois
– -$6.39M -94,140 Closed
BC
255
Brookfield Corp
Ontario, Canada
– -$5.37M -79,071 Closed
AM
256
AGF Management
Ontario, Canada
– -$5.03M -74,082 Closed
Voloridge Investment Management
257
Voloridge Investment Management
Florida
– -$4.35M -64,070 Closed
Renaissance Technologies
258
Renaissance Technologies
New York
– -$4.09M -60,200 Closed
SCH
259
Sylebra Capital (HK)
Hong Kong
– -$3.76M -55,384 Closed
BCM
260
Bayesian Capital Management
New York
– -$2.28M -33,608 Closed
PMG
261
Private Management Group
California
– -$1.94M -28,509 Closed
IP
262
Interval Partners
New York
– -$1.91M -28,148 Closed
DF
263
Donoghue Forlines
Massachusetts
– -$1.31M -19,251 Closed
TSS
264
Two Sigma Securities
New York
– -$1.18M -17,332 Closed
CSS
265
Cubist Systematic Strategies
Connecticut
– -$1.12M -16,478 Closed
HV
266
HST Ventures
Utah
– -$1.06M -15,670 Closed
Natixis Advisors
267
Natixis Advisors
Massachusetts
– -$1.02M -15,034 Closed
DS
268
DRW Securities
Illinois
– -$815K -12,000 Closed
QT
269
Quantbot Technologies
New York
– -$752K -11,078 Closed
Two Sigma Advisers
270
Two Sigma Advisers
New York
– -$645K -9,500 Closed
JF
271
Jump Financial
Illinois
– -$638K -9,400 Closed
Walleye Capital
272
Walleye Capital
New York
– -$623K -9,171 Closed
LFAS
273
Level Four Advisory Services
Texas
– -$591K -8,704 Closed
Robeco Institutional Asset Management
274
Robeco Institutional Asset Management
Netherlands
– -$534K -7,865 Closed
HSBC Holdings
275
HSBC Holdings
United Kingdom
– -$513K -7,530 Closed
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