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Shift4
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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 %
S
301
Sachetta
Massachusetts
$372 +$372 +5 New
SIC
302
SJS Investment Consulting
Ohio
$298 – – –
MCM
303
Manchester Capital Management
Vermont
$224 – – –
DPW
304
DiNuzzo Private Wealth
Pennsylvania
$224 +$224 +3 New
RS
305
Rakuten Securities
Japan
$223 +$223 +3 New
Citadel Advisors
306
Citadel Advisors
Florida
$74 -$28.7M -388,095 -100%
ACL
307
Azora Capital LP
Florida
– -$19.5M -351,292 Closed
CCM
308
Cinctive Capital Management
New York
– -$16M -288,072 Closed
SPPAM
309
Summit Partners Public Asset Management
Massachusetts
– -$15.4M -277,439 Closed
Alyeska Investment Group
310
Alyeska Investment Group
Illinois
– -$13.6M -245,525 Closed
CF
311
Cantor Fitzgerald
New York
– -$6.52M -117,755 Closed
HAM
312
Honeycomb Asset Management
New York
– -$5.54M -100,000 Closed
Squarepoint
313
Squarepoint
New York
– -$4.36M -78,681 Closed
SFI
314
Susquehanna Fundamental Investments
Pennsylvania
– -$1.75M -31,524 Closed
RIA
315
Regal Investment Advisors
Michigan
– -$976K -17,634 Closed
Balyasny Asset Management
316
Balyasny Asset Management
Illinois
– -$930K -16,800 Closed
ECM
317
ExodusPoint Capital Management
New York
– -$913K -16,497 Closed
SO
318
STRS Ohio
Ohio
– -$703K -12,703 Closed
IIM
319
INTECH Investment Management
Florida
– -$639K -11,546 Closed
TRSOTSOK
320
Teachers Retirement System of the State of Kentucky
Kentucky
– -$488K -8,806 Closed
Nomura Holdings
321
Nomura Holdings
Japan
– -$467K -8,436 Closed
Connor, Clark & Lunn Investment Management (CC&L)
322
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$454K -8,193 Closed
QCM
323
Quantinno Capital Management
New York
– -$363K -6,549 Closed
CC
324
Centiva Capital
New York
– -$300K -5,410 Closed
NRD
325
Nebula Research & Development
New York
– -$252K -4,544 Closed
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