353 hedge funds and large institutions have $6.27B invested in Shift4 in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+15
Holders Change %
+4.44%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
58
Increased
145
Reduced
107
Closed
40
Calls
$98M
Puts
$83.3M
Net Calls
+$14.7M
Net Calls Change
+$130M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
301
Salem Investment Counselors
North Carolina
$36.9K
YDMI
302
Y.D. More Investments
Israel
$36.4K -$7.8K -106 -18%
PS
303
Principal Securities
Iowa
$35.5K -$18K -203 -34%
RTC
304
Riverview Trust Company
Washington
$32.4K
VWM
305
Venturi Wealth Management
Texas
$32K +$709 +8 +2%
TFA
306
Toth Financial Advisory
Virginia
$31.9K +$31.9K +360 New
CWC
307
Carolinas Wealth Consulting
North Carolina
$29.9K
TCG
308
Transcendent Capital Group
Oklahoma
$26.6K +$26.6K +300 New
WPW
309
Waldron Private Wealth
Pennsylvania
$25.3K +$25.3K +285 New
LC
310
Lindbrook Capital
California
$20.6K +$1.06K +12 +5%
AAM
311
Advisors Asset Management
Colorado
$19.3K +$1.33K +15 +7%
BTI
312
Blue Trust Inc
Georgia
$18.6K +$6.31K +86 +51%
BIG
313
Brooklyn Investment Group
New York
$18.3K +$18.3K +206 New
EC
314
Elequin Capital
New York
$16.2K +$16.2K +183 New
FDCDDQ
315
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5K +$4.43K +50 +40%
Fuller & Thaler Asset Management
316
Fuller & Thaler Asset Management
California
$13.5K -$13.3K -150 -50%
SAM
317
Smartleaf Asset Management
Massachusetts
$13.4K +$12.4K +141 +1,175%
QCG
318
Quadrant Capital Group
Ohio
$12.4K
GRP
319
Global Retirement Partners
California
$10.2K
FFA
320
Farther Finance Advisors
California
$9.83K -$24.5K -277 -71%
WTA
321
Washington Trust Advisors
Massachusetts
$9.48K
RS
322
Rakuten Securities
Japan
$9.04K +$5.4K +61 +149%
CI Investments Inc
323
CI Investments Inc
Ontario, Canada
$9K -$692 -8 -7%
OLVIG
324
Oliver Lagore Vanvalin Investment Group
Michigan
$8.86K
GI
325
GAMMA Investing
California
$7.53K +$4.16K +47 +124%