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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
$127M
2
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$80.4M
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
$51.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$28M
3
FAM
Foxhaven Asset Management
Virginia
$0
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$22.2K
5
First Trust Advisors
First Trust Advisors
Illinois
$9.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
376
Premier Fund Managers
United Kingdom
– -$345K -5,255 Closed
CAM
377
Cresset Asset Management
Illinois
– -$339K -5,128 Closed
QCM
378
Qsemble Capital Management
New York
– -$296K -4,478 Closed
YIH
379
Y-Intercept (HK)
Hong Kong
– -$252K -3,811 Closed
SP
380
Systematic Portfolios
New York
– -$251K -3,800 Closed
TSS
381
Two Sigma Securities
New York
– -$246K -3,724 Closed
AC
382
AXQ Capital
New Jersey
– -$231K -3,500 Closed
SSWM
383
Sheets Smith Wealth Management
North Carolina
– -$219K -3,314 Closed
IEFM
384
IQ EQ Fund Management
Ireland
– -$219K -3,311 Closed
Envestnet Portfolio Solutions
385
Envestnet Portfolio Solutions
Illinois
– -$205K -3,109 Closed
BFC
386
Banc Funds Company
Illinois
– -$190K -2,880 Closed
EC
387
EntryPoint Capital
New York
– -$159K -2,413 Closed
PP
388
Paloma Partners
Connecticut
– -$122K -1,841 Closed
AIG
389
American International Group
New York
– -$59.1K -894 Closed
TAM
390
Tucker Asset Management
Colorado
– -$13.2K -200 Closed
EC
391
Elequin Capital
New York
– -$13.1K -199 Closed
AAG
392
Accordant Advisory Group
Maryland
– -$9.91K -150 Closed
NFSG
393
Newbridge Financial Services Group
Florida
– -$9.91K -150 Closed
HT
394
Headlands Technologies
Illinois
– -$7.93K -120 Closed
LFG
395
Larson Financial Group
Missouri
– -$6.61K -100 Closed
VAG
396
VisionPoint Advisory Group
Texas
– -$859 -13 Closed
FGAM
397
Financial Gravity Asset Management
Texas
– -$147 -2 Closed
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