FOUR icon

Shift4
FOUR

Overview Fund Activity

338 hedge funds and large institutions have $4.98B invested in Shift4 in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 160 increasing their positions, 64 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+17
Holders Change %
+5.3%
% of All Funds
4.92%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
80
Increased
160
Reduced
64
Closed
59
Calls
$329M
Puts
$445M
Net Calls
-$115M
Net Calls Change
-$204M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$126M
2
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$79.1M
3
EAM
Eagle Asset Management
Florida
+$62.9M
4
KCM
Kodai Capital Management
Illinois
+$53.8M
5
Millennium Management
Millennium Management
New York
+$49.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$97.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$71M
3
FAM
Foxhaven Asset Management
Virginia
-$58.2M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$21.7M
5
First Trust Advisors
First Trust Advisors
Illinois
-$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
251
Glenmede Trust
Pennsylvania
$203K +$203K +2,772 New
OAM
252
Ostrum Asset Management
France
$180K +$55.1K +751 +44%
MCI
253
MRP Capital Investments
Georgia
$180K +$180K +2,450 New
FWM
254
Focused Wealth Management
New York
$176K +$176K +2,400 New
1IA
255
1620 Investment Advisors
Massachusetts
$167K +$167K +2,272 New
SPIA
256
Steward Partners Investment Advisory
New York
$157K -$28.4K -387 -15%
Group One Trading
257
Group One Trading
Illinois
$154K +$154K +2,104 New
SG Americas Securities
258
SG Americas Securities
New York
$149K +$149K +2,031 New
WTG
259
West Tower Group
Virginia
$147K +$73.4K +1,000 +100%
NIMI
260
Natixis Investment Managers International
France
$143K +$28.7K +391 +25%
C
261
Covestor
United Kingdom
$119K +$17.9K +244 +18%
IAIM
262
International Assets Investment Management
Florida
$114K +$114K +1,556 New
EWA
263
EverSource Wealth Advisors
Alabama
$108K +$107K +1,561 +52,033%
EDRH
264
Edmond de Rothschild Holding
Switzerland
$105K +$105K +1,430 New
KBC Group
265
KBC Group
Belgium
$104K +$22.2K +302 +27%
CA
266
Crewe Advisors
Utah
$97.6K – – –
US Bancorp
267
US Bancorp
Minnesota
$97.3K -$26.3K -359 -21%
NRG
268
Nemes Rush Group
Michigan
$96.6K – – –
CF
269
Corebridge Financial
Texas
$87.7K +$87.7K +1,195 New
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$83K +$17.7K +241 +27%
JSAM
271
J. Safra Asset Management
New York
$72.5K +$14.8K +202 +26%
QL
272
Quarry LP
New York
$59.6K +$59.6K +813 New
PFBT
273
Parkside Financial Bank & Trust
Missouri
$54.4K +$50.9K +694 +1,446%
Asset Management One
274
Asset Management One
Japan
$52.1K +$513 +7 +1%
PS
275
Principal Securities
Iowa
$44.3K +$18.6K +253 +72%
9 10
11
12 13