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Shift4
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Overview Fund Activity

353 hedge funds and large institutions have $6.27B invested in Shift4 in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+15
Holders Change %
+4.44%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
58
Increased
145
Reduced
107
Closed
40
Calls
$98M
Puts
$83.3M
Net Calls
+$14.7M
Net Calls Change
+$130M

Top Buyers

1
DPCM
Darlington Partners Capital Management
California
+$190M
2
WA
Wasatch Advisors
Utah
+$176M
3
DCP
Durable Capital Partners
Maryland
+$100M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$75.1M
5
Boston Partners
Boston Partners
Massachusetts
+$68.3M

Top Sellers

1
Invesco
Invesco
Georgia
-$84.6M
2
KCM
Kodai Capital Management
Illinois
-$53.8M
3
Millennium Management
Millennium Management
New York
-$49.6M
4
Ameriprise
Ameriprise
Minnesota
-$49.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
251
Johnson Investment Counsel
Ohio
$305K +$27.8K +314 +10%
VCA
252
Verdence Capital Advisors
Maryland
$303K +$21.5K +243 +8%
Cerity Partners
253
Cerity Partners
New York
$302K +$302K +3,411 New
Creative Planning
254
Creative Planning
Kansas
$293K +$293K +3,310 New
VPIM
255
Vanguard Personalized Indexing Management
California
$289K +$975 +11 +0.3%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$289K +$4.08K +46 +1%
TWC
257
TD Waterhouse Canada
Ontario, Canada
$287K +$279K +3,157 +3,289%
URS
258
Utah Retirement Systems
Utah
$284K – – –
Cetera Investment Advisers
259
Cetera Investment Advisers
Illinois
$255K +$255K +2,876 New
C
260
Covestor
United Kingdom
$242K +$98.3K +1,109 +68%
CAM
261
Cresset Asset Management
Illinois
$241K +$241K +2,723 New
STA
262
Summit Trail Advisors
New York
$240K +$240K +2,709 New
Prudential Financial
263
Prudential Financial
New Jersey
$239K +$239K +2,703 New
BHPW
264
Beverly Hills Private Wealth
California
$236K +$236K +2,669 New
MCI
265
MRP Capital Investments
Georgia
$226K +$8.86K +100 +4%
GT
266
Glenmede Trust
Pennsylvania
$225K -$20.9K -236 -9%
VA
267
Vident Advisory
Georgia
$214K +$214K +2,418 New
Amundi
268
Amundi
France
$212K +$212K +2,306 New
IF
269
Insight Folios
North Carolina
$210K +$210K +2,366 New
SA
270
Sanctuary Advisors
Indiana
$209K +$209K +1,905 New
HAG
271
HighPoint Advisor Group
Illinois
$208K +$208K +2,294 New
1IA
272
1620 Investment Advisors
Massachusetts
$207K +$5.94K +67 +3%
SW
273
SkyOak Wealth
Michigan
$207K +$207K +2,332 New
AWS
274
Atria Wealth Solutions
New York
$206K +$206K +2,329 New
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$196K +$95.9K +1,083 +96%
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