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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
Wasatch Advisors
Utah
$59.1M
2
DCM
Driehaus Capital Management
Illinois
$45.6M
3
Morgan Stanley
Morgan Stanley
New York
$68.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$41.1M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$60.6M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$164M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$430M
3
AllianceBernstein
AllianceBernstein
Tennessee
$181M
4
Citadel Advisors
Citadel Advisors
Florida
$19.3M
5
Millennium Management
Millennium Management
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
276
Moisand Fitzgerald Tamayo
Florida
$758 +$758 +10 New
SC
277
Schubert & Co
Texas
$607 +$607 +8 New
Commonwealth Equity Services
278
Commonwealth Equity Services
Massachusetts
$583 +$126 +1,666 +28%
GRP
279
Global Retirement Partners
California
$527 +$527 +8 New
VCM
280
Versant Capital Management
Arizona
$455 – – –
JWA
281
JFS Wealth Advisors
Pennsylvania
$379 +$303 +4 +400%
SIC
282
SJS Investment Consulting
Ohio
$304 +$304 +4 New
FFA
283
Farther Finance Advisors
California
$303 – – –
TFM
284
TFC Financial Management
Massachusetts
$228 +$228 +3 New
DI
285
Disciplined Investments
Oklahoma
$227 +$227 +3 New
TWA
286
TCI Wealth Advisors
Arizona
$76 – – –
Kayne Anderson Rudnick Investment Management
287
Kayne Anderson Rudnick Investment Management
California
$76 +$76 +1 New
Public Sector Pension Investment Board (PSP Investments)
288
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$14.8M -265,472 Closed
BBL
289
Beck Bode LLC
Massachusetts
– -$6.81M -121,791 Closed
1832 Asset Management
290
1832 Asset Management
Ontario, Canada
– -$3.83M -68,500 Closed
HF
291
HRT Financial
New York
– -$2.49M -44,607 Closed
MWVC
292
Morgens Waterfall Vintiadis & Co
New York
– -$1.68M -30,000 Closed
CWM
293
Cordatus Wealth Management
Pennsylvania
– -$1.16M -20,775 Closed
1CM
294
1492 Capital Management
Wisconsin
– -$1.14M -20,375 Closed
Assenagon Asset Management
295
Assenagon Asset Management
Luxembourg
– -$1.06M -18,957 Closed
CCS
296
Concentric Capital Strategies
Connecticut
– -$781K -13,967 Closed
QT
297
Quantamental Technologies
New York
– -$697K -12,463 Closed
VI
298
Vestcor Inc
New Brunswick, Canada
– -$472K -8,440 Closed
E
299
Ergoteles
New York
– -$468K -8,371 Closed
OCBCO
300
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$382K -6,826 Closed
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