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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
376
Multicoin Capital Management
Texas
– -$374K -5,095 Closed
CF
377
Centaurus Financial
California
– -$345K -4,708 Closed
YMRC
378
Yorktown Management & Research Company
Virginia
– -$315K -4,300 Closed
SFA
379
Sequoia Financial Advisors
Ohio
– -$311K -4,234 Closed
CPBTD
380
Central Pacific Bank - Trust Division
Hawaii
– -$308K -4,205 Closed
OTL
381
Oak Thistle LLC
New York
– -$307K -4,182 Closed
BFM
382
Boothbay Fund Management
New York
– -$250K -3,404 Closed
FWM
383
Focused Wealth Management
New York
– -$176K -2,400 Closed
SG Americas Securities
384
SG Americas Securities
New York
– -$149K -2,031 Closed
QL
385
Quarry LP
New York
– -$59.6K -813 Closed
SSG
386
Summit Securities Group
New York
– -$37K -500 Closed
National Bank of Canada
387
National Bank of Canada
Quebec, Canada
– -$23.9K -325 Closed
1832 Asset Management
388
1832 Asset Management
Ontario, Canada
– -$10.7K -146 Closed
AGWCA
389
Annis Gardner Whiting Capital Advisors
Florida
– -$10.6K -145 Closed
SIS
390
Sound Income Strategies
Florida
– -$5.58K -76 Closed
SFA
391
Semmax Financial Advisors
North Carolina
– -$3.8K -50 Closed
RIL
392
Rothschild Investment LLC
Illinois
– -$2.57K -35 Closed
IC
393
Innealta Capital
Texas
– -$1.39K -19 Closed
RFG
394
RFP Financial Group
Georgia
– -$513 -7 Closed
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