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Shift4
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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 %
MCM
351
Manchester Capital Management
Vermont
$266 – – –
LFG
352
Larson Financial Group
Missouri
$266 +$266 +3 New
CA
353
Claris Advisors
Missouri
$177 +$177 +2 New
MCM
354
MV Capital Management
Maryland
$89 – – –
KCM
355
Kodai Capital Management
Illinois
– -$53.8M -734,109 Closed
Millennium Management
356
Millennium Management
New York
– -$49.6M -675,789 Closed
Artisan Partners
357
Artisan Partners
Wisconsin
– -$29.4M -401,247 Closed
PSC
358
Portman Square Capital
United Kingdom
– -$5.26M -71,760 Closed
FAM
359
Fred Alger Management
New York
– -$4.77M -65,049 Closed
GCL
360
Glazer Capital LLC
New York
– -$4.77M -65,000 Closed
PCM
361
Prana Capital Management
Connecticut
– -$4.01M -54,661 Closed
TW
362
TrinityPoint Wealth
Connecticut
– -$2.28M -31,060 Closed
VVP
363
Venture Visionary Partners
Ohio
– -$1.65M -22,450 Closed
AG
364
Algert Global
California
– -$1.12M -15,211 Closed
VI
365
Vestcor Inc
New Brunswick, Canada
– -$1.06M -14,410 Closed
BA
366
Bridgewater Associates
Connecticut
– -$1.01M -13,763 Closed
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
– -$881K -12,006 Closed
IWS
368
Insight Wealth Strategies
California
– -$788K -10,737 Closed
SSA
369
Schonfeld Strategic Advisors
New York
– -$617K -8,414 Closed
PCM
370
Prelude Capital Management
New York
– -$535K -7,300 Closed
SC
371
Shay Capital
New York
– -$481K -6,553 Closed
CGH
372
Crossmark Global Holdings
Texas
– -$477K -6,495 Closed
BHCM
373
Brevan Howard Capital Management
Jersey
– -$454K -6,196 Closed
Parallax Volatility Advisers
374
Parallax Volatility Advisers
California
– -$388K -5,289 Closed
WC
375
Wexford Capital
Florida
– -$377K -5,143 Closed
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