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Shift4
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Overview Fund Activity

221 hedge funds and large institutions have $3.39B invested in Shift4 in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-5
Holders Change %
-2.21%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
83
Reduced
73
Closed
48
Calls
$88.2M
Puts
$45.5M
Net Calls
+$42.7M
Net Calls Change
-$54.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$85.2M
2
TCG
Tremblant Capital Group
Florida
$74M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$378M
4
DCP
Durable Capital Partners
Maryland
$143M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$193M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$106M
2
Citadel Advisors
Citadel Advisors
Florida
$14.6M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
$13.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$408K
5
LPL Financial
LPL Financial
California
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
26
Emerald Advisers
Pennsylvania
$25.8M +$25.8M +415,980 New
Morgan Stanley
27
Morgan Stanley
New York
$25.6M -$9.38M -151,478 -27%
Point72 Asset Management
28
Point72 Asset Management
Connecticut
$24.8M +$11.6M +187,500 +88%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$23.4M +$23.4M +377,109 New
Victory Capital Management
30
Victory Capital Management
Texas
$23.1M +$5.81M +94,473 +33%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$22.4M +$9.02M +145,673 +68%
UBS AM
32
UBS AM
Illinois
$21M +$1.38M +22,318 +7%
Millennium Management
33
Millennium Management
New York
$17.3M -$2.92M -47,227 -14%
Charles Schwab
34
Charles Schwab
California
$16.4M +$1.79M +28,882 +12%
EMG
35
ETF Managers Group
New Jersey
$16M +$533K +8,231 +3%
PC
36
Pier Capital
Connecticut
$15.7M +$8.14M +131,488 +108%
WCM Investment Management
37
WCM Investment Management
California
$15.5M +$1.82M +29,422 +13%
Bank of America
38
Bank of America
North Carolina
$15.3M +$1.8M +28,998 +13%
Axa
39
Axa
France
$14.8M -$160K -2,585 -1%
Citadel Advisors
40
Citadel Advisors
Florida
$14.6M -$52.2M -843,016 -78%
Allianz Asset Management
41
Allianz Asset Management
Germany
$13.8M +$5.22M +84,283 +61%
SPPAM
42
Summit Partners Public Asset Management
Massachusetts
$13.5M -$26.7M -431,418 -67%
Northern Trust
43
Northern Trust
Illinois
$13.3M +$680K +10,976 +5%
Fidelity International
44
Fidelity International
Bermuda
$13.2M -$18.1M -292,611 -58%
RCM
45
Ratan Capital Management
Florida
$12.9M -$12.9M -208,616 -50%
Citigroup
46
Citigroup
New York
$12.4M +$9.31M +150,327 +301%
Blackstone Inc
47
Blackstone Inc
New York
$12.4M +$12.4M +200,000 New
CS
48
Credit Suisse
Switzerland
$12M -$1.15M -18,516 -9%
TIM
49
Thornburg Investment Management
New Mexico
$10.9M -$1.24M -20,030 -10%
SBH
50
Segall Bryant & Hamill
Illinois
$8.93M +$21.1K +341 +0.2%
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