FOUR icon

Shift4
FOUR

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 %
GS
276
GTS Securities
New York
– -$482K -7,101 Closed
LCM
277
Legato Capital Management
California
– -$457K -6,730 Closed
FC
278
FORA Capital
Florida
– -$386K -5,679 Closed
SPC
279
Sigma Planning Corp
Michigan
– -$382K -5,625 Closed
AWS
280
Atria Wealth Solutions
New York
– -$359K -5,290 Closed
Jacobs Levy Equity Management
281
Jacobs Levy Equity Management
New Jersey
– -$346K -5,089 Closed
FRM
282
Fox Run Management
Connecticut
– -$328K -4,830 Closed
GCM
283
Graham Capital Management
Connecticut
– -$295K -4,348 Closed
Mercer Global Advisors
284
Mercer Global Advisors
Colorado
– -$270K -3,980 Closed
IEFM
285
IQ EQ Fund Management
Ireland
– -$263K -3,874 Closed
OPS
286
Orion Portfolio Solutions
Nebraska
– -$249K -3,670 Closed
BCI
287
Brinker Capital Investments
Pennsylvania
– -$249K -3,670 Closed
RF
288
Rollins Financial
Georgia
– -$247K -3,641 Closed
IWA
289
Inspirion Wealth Advisors
Illinois
– -$240K -3,538 Closed
HCM
290
HMS Capital Management
Tennessee
– -$230K -3,393 Closed
CIP
291
Convergence Investment Partners
Florida
– -$202K -2,975 Closed
KI
292
Kapitalo Investimentos
Brazil
– -$143K -2,102 Closed
PMEF
293
Point72 Middle East FZE
United Arab Emirates
– -$33.9K -500 Closed
TAM
294
Tucker Asset Management
Colorado
– -$25.2K -371 Closed
FAM
295
Fred Alger Management
New York
– -$20.8K -307 Closed
EC
296
Elequin Capital
New York
– -$14.3K -211 Closed
CFO
297
CVA Family Office
Colorado
– -$5.43K -80 Closed
ACA
298
Atlas Capital Advisors
Wyoming
– -$4.35K -64 Closed
BG
299
Bollard Group
Massachusetts
– -$4K -60 Closed
TFA
300
Toth Financial Advisory
Virginia
– -$1.5K -22 Closed
9 10 11
12
13