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Shift4
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Overview Fund Activity

226 hedge funds and large institutions have $3.34B invested in Shift4 in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 59 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
–
Holders Change %
0%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
58
Increased
96
Reduced
59
Closed
55
Calls
$146M
Puts
$48.8M
Net Calls
+$97.5M
Net Calls Change
+$36.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
2
Macquarie Group
Macquarie Group
Australia
+$93.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$77.7M
4
SCA
Southpoint Capital Advisors
New York
+$75.3M
5
Ameriprise
Ameriprise
Minnesota
+$73.5M

Top Sellers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$100M
2
DCP
Durable Capital Partners
Maryland
-$93.7M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$66.9M
4
Wells Fargo
Wells Fargo
California
-$65.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
26
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25.1M +$5.56M +96,000 +29%
Westfield Capital Management
27
Westfield Capital Management
Massachusetts
$24.6M -$1.03M -17,802 -4%
RCM
28
Ratan Capital Management
Florida
$24.2M +$5.12M +88,442 +27%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$21M +$13.2M +227,675 +169%
LPL Financial
30
LPL Financial
California
$20.9M -$249K -4,295 -1%
Millennium Management
31
Millennium Management
New York
$18.9M -$17.7M -305,958 -48%
UBS AM
32
UBS AM
Illinois
$18.4M -$2.01M -34,735 -10%
Voloridge Investment Management
33
Voloridge Investment Management
Florida
$16.6M -$1.94M -33,477 -10%
Victory Capital Management
34
Victory Capital Management
Texas
$16.3M -$13.3M -229,631 -45%
Adage Capital Partners
35
Adage Capital Partners
Massachusetts
$15.9M +$15.9M +275,200 New
Federated Hermes
36
Federated Hermes
Pennsylvania
$14.5M – – –
BAMCO Inc
37
BAMCO Inc
New York
$14.5M -$22.4M -387,089 -61%
EMG
38
ETF Managers Group
New Jersey
$14.1M +$2.06M +34,742 +17%
Axa
39
Axa
France
$14M -$855K -14,758 -6%
Charles Schwab
40
Charles Schwab
California
$13.7M +$216K +3,727 +2%
WCM Investment Management
41
WCM Investment Management
California
$12.8M +$6.15M +106,227 +93%
Bank of America
42
Bank of America
North Carolina
$12.7M +$2.67M +46,081 +27%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$12.5M +$1.25M +21,642 +11%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$12.3M -$39M -672,389 -76%
CS
45
Credit Suisse
Switzerland
$12.3M +$2.55M +44,046 +26%
Northern Trust
46
Northern Trust
Illinois
$11.8M +$191K +3,290 +2%
TIM
47
Thornburg Investment Management
New Mexico
$11.4M +$2.78M +47,966 +32%
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$10.7M +$56.2K +942 +0.5%
IM
49
Islet Management
New York
$10.1M +$1.45M +25,000 +17%
Jane Street
50
Jane Street
New York
$8.51M -$12.8M -221,212 -60%
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