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Shift4
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Overview Fund Activity

124 hedge funds and large institutions have $1.27B invested in Shift4 in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+49
Holders Change %
+65.33%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
64
Increased
40
Reduced
15
Closed
15
Calls
$12.9M
Puts
$9.13M
Net Calls
+$3.73M
Net Calls Change
+$1.56M

Top Buyers

1
DCP
Durable Capital Partners
Maryland
+$62.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$58.2M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$45.7M
4
Victory Capital Management
Victory Capital Management
Texas
+$39.3M
5
WRF
Waddell & Reed Financial
Kansas
+$36.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$53.5M
2
DLPIC
Davide Leone & Partners Investment Company
United Kingdom
-$23.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$19M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$16.1M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$8.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$10.2M +$8.56M +177,082 +519%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$8.84M +$8.84M +182,870 New
IP
28
Interval Partners
New York
$8.72M +$8.72M +180,205 New
BC
29
Brookfield Corp
Ontario, Canada
$8.46M +$1.45M +30,000 +21%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$8.34M +$8.34M +172,549 New
Allianz Asset Management
31
Allianz Asset Management
Germany
$8.28M +$7.65M +158,254 +1,215%
Alyeska Investment Group
32
Alyeska Investment Group
Illinois
$7.81M +$461K +9,529 +6%
Brown Advisory
33
Brown Advisory
Maryland
$7.39M +$4.62M +95,575 +167%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.25M – – –
UBS AM
35
UBS AM
Illinois
$6.93M -$320K -6,613 -4%
OCM
36
Oribel Capital Management
New York
$6.52M +$6.52M +134,800 New
PCM
37
Pinz Capital Management
New York
$6.34M +$3.92M +81,062 +162%
Hudson Bay Capital Management
38
Hudson Bay Capital Management
Connecticut
$6.05M -$1.6M -33,000 -21%
CS
39
Credit Suisse
Switzerland
$5.75M +$5.75M +118,877 New
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$5.51M -$8.12M -167,834 -60%
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$5.41M +$5.04M +104,256 +1,372%
Charles Schwab
42
Charles Schwab
California
$5.25M +$5.25M +108,567 New
Neuberger Berman Group
43
Neuberger Berman Group
New York
$5.18M -$4.92M -101,783 -49%
PF
44
Phoenix Financial
Israel
$4.9M – – –
HI
45
HBK Investments
Texas
$4.84M +$1.21M +25,000 +33%
BCPEMI
46
Bain Capital Public Equity Management II
Massachusetts
$4.84M +$4.84M +100,000 New
BPIM
47
Brant Point Investment Management
New York
$4.51M +$399K +8,253 +10%
Norges Bank
48
Norges Bank
Norway
$4.45M -$7.64M -157,923 -63%
BCM
49
BlueMar Capital Management
Florida
$4.45M +$4.45M +92,073 New
PI
50
Putnam Investments
Massachusetts
$4.25M +$572K +11,835 +16%
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