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Shift4
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Overview Fund Activity

205 hedge funds and large institutions have $1.9B invested in Shift4 in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-16
Holders Change %
-7.24%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
36
Increased
81
Reduced
63
Closed
46
Calls
$98.4M
Puts
$24.2M
Net Calls
+$74.2M
Net Calls Change
+$31.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$244M
2
Citadel Advisors
2
Citadel Advisors
Florida
$41.5M
3
DCP
3
Durable Capital Partners
Maryland
$105M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$27.4M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$10.8M

Top Sellers

1
SCA
1
Southpoint Capital Advisors
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$18.6M
3
RA
3
Royce & Associates
New York
$0
4
NCL
4
Nishkama Capital LLC
Puerto Rico
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$14M +$1.59M +48,208 +13%
EMFAT
27
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.4M +$906K +27,400 +7%
Morgan Stanley
28
Morgan Stanley
New York
$11.1M -$2.61M -78,824 -19%
UBS AM
29
UBS AM
Illinois
$11M -$266K -8,031 -2%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$10.8M +$10.8M +327,984 New
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$10.2M +$6.74M +203,794 +197%
JGC
32
J. Goldman & Co
New York
$9.07M +$5.69M +171,966 +168%
RCM
33
Ratan Capital Management
Florida
$9.03M +$2.12M +64,170 +31%
Charles Schwab
34
Charles Schwab
California
$8.9M +$132K +4,005 +2%
WCM Investment Management
35
WCM Investment Management
California
$8.89M +$12.3K +345 +0.1%
CCM
36
Cinctive Capital Management
New York
$8.24M +$8.24M +249,258 New
Axa
37
Axa
France
$7.75M -$142K -4,309 -2%
Northern Trust
38
Northern Trust
Illinois
$7.5M +$419K +12,685 +6%
Bank of America
39
Bank of America
North Carolina
$7.46M -$729K -22,067 -9%
Marshall Wace
40
Marshall Wace
United Kingdom
$7.27M +$7.27M +219,762 New
SBH
41
Segall Bryant & Hamill
Illinois
$6.79M +$2.02M +61,039 +42%
PC
42
Pier Capital
Connecticut
$6.28M -$2.08M -63,026 -25%
Citigroup
43
Citigroup
New York
$6.28M -$346K -10,462 -5%
EMG
44
ETF Managers Group
New Jersey
$6.27M -$2.49M -70,080 -28%
Point72 Asset Management
45
Point72 Asset Management
Connecticut
$5.76M -$7.45M -225,448 -56%
Bessemer Group
46
Bessemer Group
New Jersey
$5.68M +$5.68M +171,738 +3,434,760%
PCM
47
Palisade Capital Management
New Jersey
$5.42M +$5.42M +163,976 New
FC
48
Franchise Capital
Cayman Islands
$5.37M +$5.37M +162,273 New
P2P
49
Phase 2 Partners
California
$5.25M +$5.25M +158,867 New
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$4.93M +$299K +9,040 +6%
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