FOUR icon

Shift4
FOUR

Overview Fund Activity

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

Top Buyers

1
DPCM
Darlington Partners Capital Management
California
$190M
2
WA
Wasatch Advisors
Utah
$521M
3
DCP
Durable Capital Partners
Maryland
$541M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$75.1M
5
Boston Partners
Boston Partners
Massachusetts
$106M

Top Sellers

1
Invesco
Invesco
Georgia
$5.23M
2
KCM
Kodai Capital Management
Illinois
$0
3
Millennium Management
Millennium Management
New York
$0
4
Ameriprise
Ameriprise
Minnesota
$185M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
326
CVA Family Office
Colorado
$7.09K – – –
S
327
SignatureFD
Georgia
$4.87K +$2.22K +25 +83%
HNB
328
Huntington National Bank
Ohio
$4.78K – – –
MSG
329
Main Street Group
Virginia
$4.43K – – –
AF
330
Allworth Financial
California
$3.9K -$354 -4 -8%
FHA
331
First Horizon Advisors
Tennessee
$3.9K – – –
BAM
332
Bellevue Asset Management
Washington
$3.54K – – –
IAIM
333
International Assets Investment Management
Florida
$1.81K +$1.79K +158,987 +10,218%
JWA
334
JFS Wealth Advisors
Pennsylvania
$1.6K +$89 +1 +6%
AssetMark Inc
335
AssetMark Inc
California
$1.6K +$797 +9 +100%
CAL
336
Capital Advisors Ltd
Ohio
$1K -$143 -1 -13%
HWM
337
Hemington Wealth Management
Virginia
$1K +$1K +14 New
TPCW
338
TD Private Client Wealth
New York
$975 – – –
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$975 – – –
BGAI
340
Bruce G. Allen Investments
Colorado
$797 +$797 +9 New
CA
341
Continuum Advisory
Idaho
$790 +$296 +3 +60%
SIC
342
SJS Investment Consulting
Ohio
$709 +$177 +2 +33%
VAMG
343
Voisard Asset Management Group
Michigan
$621 +$621 +7 New
SHIM
344
Stone House Investment Management
Pennsylvania
$620 – – –
DPW
345
DiNuzzo Private Wealth
Pennsylvania
$532 – – –
GWM
346
Geneos Wealth Management
Colorado
$532 +$532 +6 New
CPG
347
Cornerstone Planning Group
New Jersey
$453 +$453 +5 New
S
348
Sachetta
Massachusetts
$443 -$1.86K -21 -81%
Kayne Anderson Rudnick Investment Management
349
Kayne Anderson Rudnick Investment Management
California
$443 – – –
CPA
350
Capital Performance Advisors
California
$443 +$443 +5 New
12 13
14
15 16