FOUR icon

Shift4
FOUR

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 %
BBL
351
Beck Bode LLC
Massachusetts
– -$3.14M -47,593 Closed
Renaissance Technologies
352
Renaissance Technologies
New York
– -$2.72M -41,100 Closed
CSS
353
Cubist Systematic Strategies
Connecticut
– -$2.69M -40,780 Closed
QOP
354
Quinn Opportunity Partners
Virginia
– -$2.11M -31,900 Closed
SGM
355
Skye Global Management
Florida
– -$1.95M -29,500 Closed
ECM
356
ExodusPoint Capital Management
New York
– -$1.8M -27,207 Closed
JF
357
Jump Financial
Illinois
– -$1.66M -25,121 Closed
NRCM
358
North Reef Capital Management
California
– -$1.65M -25,000 Closed
HCMT
359
Highland Capital Management (Tennessee)
Tennessee
– -$1.59M -24,065 Closed
DTL
360
Dynamic Technology Lab
Singapore
– -$1.51M -22,852 Closed
WHP
361
Washington Harbour Partners
Virginia
– -$1.34M -20,308 Closed
ET
362
Entropy Technologies
New York
– -$1.29M -19,450 Closed
CHC
363
City Holding Co
West Virginia
– -$1.27M -19,249 Closed
FFAM
364
Forge First Asset Management
Canada
– -$1.24M -18,800 Closed
EP
365
Edgestream Partners
New Jersey
– -$972K -14,705 Closed
IAN
366
Integrated Advisors Network
Texas
– -$906K -13,708 Closed
GCP
367
GSA Capital Partners
United Kingdom
– -$847K -12,815 Closed
EGM
368
Engineers Gate Manager
New York
– -$786K -11,890 Closed
XT
369
XTX Topco
Cayman Islands
– -$778K -11,769 Closed
FRM
370
Fox Run Management
Connecticut
– -$751K -11,370 Closed
HIS
371
Horizon Investment Services
Indiana
– -$548K -8,287 Closed
CCC
372
Chesapeake Capital Corp
Florida
– -$503K -7,617 Closed
WG
373
Winton Group
United Kingdom
– -$467K -7,066 Closed
TAM
374
Tocqueville Asset Management
New York
– -$391K -5,925 Closed
OPPS
375
Obsidian Personal Planning Solutions
Maryland
– -$341K -5,898 Closed
12 13 14
15
16