FOUR icon

Shift4
FOUR

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 %
CFO
276
CVA Family Office
Colorado
$5.95K +$5.95K +80 New
SIS
277
Sound Income Strategies
Florida
$5.65K +$5.65K +76 New
AF
278
Allworth Financial
California
$5.58K +$1.93K +26 +53%
MSG
279
Main Street Group
Virginia
$5.2K +$5.2K +70 New
BTI
280
Blue Trust Inc
Georgia
$5K +$3.3K +58 +193%
PS
281
Principal Securities
Iowa
$4.54K +$4.54K +61 New
GWS
282
Glassman Wealth Services
Virginia
$3.79K -$6.02K -81 -61%
HCM
283
Highlander Capital Management
New Jersey
$3.72K +$3.72K +50 New
PFBT
284
Parkside Financial Bank & Trust
Missouri
$3.57K – – –
FHA
285
First Horizon Advisors
Tennessee
$3.57K +$1.41K +19 +66%
BAM
286
Bellevue Asset Management
Washington
$3.49K – – –
BFEC
287
Benjamin F. Edwards & Company
Missouri
$3K +$3K +35 New
NA
288
NewEdge Advisors
Louisiana
$2.97K – – –
CFB
289
Cullen/Frost Bankers
Texas
$2.83K -$74 -1 -3%
Russell Investments Group
290
Russell Investments Group
United Kingdom
$2.75K +$1.86K +25 +208%
AWM
291
Avior Wealth Management
Nebraska
$2.3K +$2.3K +31 New
S
292
SignatureFD
Georgia
$2.08K -$521 -7 -20%
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$1.93K +$1.19K +16 +160%
CAM
294
Creekmur Asset Management
Illinois
$1.86K +$1.86K +25 New
GI
295
GAMMA Investing
California
$1.58K +$1.58K +22 New
AWM
296
Abound Wealth Management
Tennessee
$1.12K +$1.12K +15 New
JWA
297
JFS Wealth Advisors
Pennsylvania
$818 – – –
CMBA
298
C.M. Bidwell & Associates
Hawaii
$446 -$47.1K -634 -99%
VCM
299
Versant Capital Management
Arizona
$446 – – –
Kayne Anderson Rudnick Investment Management
300
Kayne Anderson Rudnick Investment Management
California
$446 +$372 +5 +500%
10 11
12
13 14