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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 %
US Bancorp
251
US Bancorp
Minnesota
$43.4K +$6.02K +81 +16%
UOTTAIMCU
252
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$39.2K +$39.2K +527 New
RAM
253
Riggs Asset Management
Pennsylvania
$38.1K -$2.08M -28,001 -98%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$38K -$14.8K -197 -28%
JSAM
255
J. Safra Asset Management
New York
$32.6K – – –
SIC
256
Salem Investment Counselors
North Carolina
$30.9K -$11.3K -152 -27%
CWC
257
Carolinas Wealth Consulting
North Carolina
$25.5K – – –
ASN
258
Advisory Services Network
Georgia
$23.3K +$23.3K +314 New
BWP
259
Baldwin Wealth Partners
Massachusetts
$18.2K – – –
HNB
260
Huntington National Bank
Ohio
$16K +$16K +215 New
AAM
261
Advisors Asset Management
Colorado
$14.8K -$1.19K -16 -7%
FFA
262
Farther Finance Advisors
California
$13.3K +$13K +175 +4,375%
SWM
263
Spire Wealth Management
Virginia
$12.9K -$90.7K -1,206 -88%
IA
264
IFP Advisors
Florida
$12.8K -$2.9K -39 -18%
PA
265
Parallel Advisors
California
$11.6K +$297 +4 +3%
National Bank of Canada
266
National Bank of Canada
Quebec, Canada
$11K -$12.8K -175 -54%
LC
267
Lindbrook Capital
California
$10.9K -$2.38K -32 -18%
WTA
268
Washington Trust Advisors
Massachusetts
$10.3K – – –
RCM
269
Raleigh Capital Management
North Carolina
$9.59K +$9.59K +129 New
WTG
270
West Tower Group
Virginia
$7.58K +$7.58K +102 New
LFG
271
Larson Financial Group
Missouri
$7.43K – – –
OLVIG
272
Oliver Lagore Vanvalin Investment Group
Michigan
$7.43K – – –
Loomis, Sayles & Company
273
Loomis, Sayles & Company
Massachusetts
$7K -$3.85K -50 -35%
CI Investments Inc
274
CI Investments Inc
Ontario, Canada
$6K – – –
QCG
275
Quadrant Capital Group
Ohio
$5.95K -$1.04K -14 -15%
9 10
11
12 13