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Shift4
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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 %
YDMI
276
Y.D. More Investments
Israel
$44.1K +$4.11K +56 +10%
IA
277
IFP Advisors
Florida
$42.8K +$17.4K +237 +68%
RAM
278
Riggs Asset Management
Pennsylvania
$40.2K +$10.5K +143 +35%
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$39K +$29.5K +402 +312%
SSG
280
Summit Securities Group
New York
$37K -$74K -1,000 -67%
CA
281
Clearstead Advisors
Ohio
$35.2K +$734 +10 +2%
SIC
282
Salem Investment Counselors
North Carolina
$30.5K – – –
FFA
283
Farther Finance Advisors
California
$28.7K +$14.3K +193 +99%
RTC
284
Riverview Trust Company
Washington
$26.8K – – –
VWM
285
Venturi Wealth Management
Texas
$25.9K +$25.9K +353 New
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$25.7K -$3.6K -49 -12%
CWC
287
Carolinas Wealth Consulting
North Carolina
$24.8K – – –
National Bank of Canada
288
National Bank of Canada
Quebec, Canada
$23.9K – – –
Fuller & Thaler Asset Management
289
Fuller & Thaler Asset Management
California
$22.2K -$21.7M -295,383 -100%
TRCT
290
Tower Research Capital (TRC)
New York
$20.4K -$1.24M -16,869 -98%
BWP
291
Baldwin Wealth Partners
Massachusetts
$18K – – –
LC
292
Lindbrook Capital
California
$16.2K +$5.43K +74 +50%
AAM
293
Advisors Asset Management
Colorado
$14.9K +$7.85K +107 +111%
Mirae Asset Global Investments
294
Mirae Asset Global Investments
South Korea
$14.5K -$5.25M -71,541 -100%
BTI
295
Blue Trust Inc
Georgia
$11.1K +$9.12K +138 +460%
1832 Asset Management
296
1832 Asset Management
Ontario, Canada
$10.7K – – –
AGWCA
297
Annis Gardner Whiting Capital Advisors
Florida
$10.6K +$10.6K +145 New
PA
298
Parallel Advisors
California
$10.5K +$880 +12 +9%
QCG
299
Quadrant Capital Group
Ohio
$10.3K +$73 +1 +0.7%
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.17K +$3.67K +50 +67%
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