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Shift4
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Overview Fund Activity

226 hedge funds and large institutions have $4.32B invested in Shift4 in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 54 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+10
Holders Change %
+4.63%
% of All Funds
3.97%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.16%
New
44
Increased
102
Reduced
54
Closed
32
Calls
$100M
Puts
$39.3M
Net Calls
+$61.1M
Net Calls Change
+$56.4M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$127M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$68.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$129M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$65.4M
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$100M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
JCM
2
Junto Capital Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$66.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$41.7M +$5.16M +66,556 +14%
Franklin Resources
27
Franklin Resources
California
$40.2M -$147K -1,896 -0.4%
Victory Capital Management
28
Victory Capital Management
Texas
$39.7M +$15.1M +194,799 +61%
KA
29
Kerrisdale Advisers
Florida
$37.8M +$29.4M +379,298 +348%
Fidelity International
30
Fidelity International
Bermuda
$36.2M +$3.2M +41,331 +10%
Westfield Capital Management
31
Westfield Capital Management
Massachusetts
$34.3M +$1.27M +16,406 +4%
MC
32
Maplelane Capital
New York
$29.5M +$29.5M +381,128 New
RA
33
Royce & Associates
New York
$28.9M +$3.03M +39,030 +12%
Jane Street
34
Jane Street
New York
$28.5M +$28M +360,832 +5,015%
LPL Financial
35
LPL Financial
California
$28.4M -$735K -9,486 -3%
First Trust Advisors
36
First Trust Advisors
Illinois
$27.4M +$4.8M +61,880 +21%
Blackstone Inc
37
Blackstone Inc
New York
$27.4M +$27.4M +353,667 New
UBS AM
38
UBS AM
Illinois
$27.3M -$331K -4,274 -1%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.1M +$26.1M +336,600 New
RCM
40
Ratan Capital Management
Florida
$25.5M +$7.93M +102,275 +45%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$24.8M +$6.73M +86,756 +37%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$21.9M -$3.97M -51,162 -15%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$21.3M -$22.1M -284,775 -51%
NCL
44
Nishkama Capital LLC
Puerto Rico
$21.1M -$592K -7,643 -3%
Axa
45
Axa
France
$19.9M +$1.47M +18,967 +8%
Federated Hermes
46
Federated Hermes
Pennsylvania
$19.4M – – –
GCM
47
Ghisallo Capital Management
Massachusetts
$19.4M +$11.7M +150,512 +151%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$18.8M +$9.28M +121,101 +98%
Charles Schwab
49
Charles Schwab
California
$18M +$3.28M +42,264 +22%
KCM
50
Kingdon Capital Management
New York
$18M +$8.72M +112,500 +94%
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