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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 %
GRP
301
Global Retirement Partners
California
$8.44K +$8.44K +115 New
CI Investments Inc
302
CI Investments Inc
Ontario, Canada
$8K +$71 +1 +0.9%
WTA
303
Washington Trust Advisors
Massachusetts
$7.85K – – –
OLVIG
304
Oliver Lagore Vanvalin Investment Group
Michigan
$7.34K – – –
TWC
305
TD Waterhouse Canada
Ontario, Canada
$7.1K +$7.1K +96 New
CFO
306
CVA Family Office
Colorado
$5.87K – – –
UWS
307
Unique Wealth Strategies
Illinois
$5.81K +$5.81K +88 New
SIS
308
Sound Income Strategies
Florida
$5.58K – – –
HNB
309
Huntington National Bank
Ohio
$3.96K +$3.96K +54 New
SFA
310
Semmax Financial Advisors
North Carolina
$3.8K +$3.8K +50 New
MSG
311
Main Street Group
Virginia
$3.69K -$1.48K -20 -29%
Jones Financial Companies
312
Jones Financial Companies
Missouri
$3.3K +$3.3K +45 New
FHA
313
First Horizon Advisors
Tennessee
$3.23K +$3.23K +44 New
AF
314
Allworth Financial
California
$3.18K +$663 +10 +26%
RS
315
Rakuten Securities
Japan
$3.01K +$1.32K +18 +78%
BFEC
316
Benjamin F. Edwards & Company
Missouri
$3K +$553 +7 +23%
BAM
317
Bellevue Asset Management
Washington
$2.93K – – –
GI
318
GAMMA Investing
California
$2.79K +$1.39K +19 +100%
RIL
319
Rothschild Investment LLC
Illinois
$2.57K +$2.57K +35 New
S
320
SignatureFD
Georgia
$2.2K +$147 +2 +7%
Citadel Advisors
321
Citadel Advisors
Florida
$2.05K -$707K -9,649 -100%
S
322
Sachetta
Massachusetts
$1.79K +$1.45K +21 +420%
IC
323
Innealta Capital
Texas
$1.39K +$1.39K +19 New
JWA
324
JFS Wealth Advisors
Pennsylvania
$1.25K +$440 +6 +55%
SWM
325
Spire Wealth Management
Virginia
$1.17K +$1.17K +16 New
11 12
13
14 15