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Shift4
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Overview Fund Activity

207 hedge funds and large institutions have $2.54B invested in Shift4 in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
37
Increased
61
Reduced
81
Closed
33
Calls
$139M
Puts
$12.4M
Net Calls
+$126M
Net Calls Change
+$52M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$191M
2
Millennium Management
2
Millennium Management
New York
$45M
3
Goldman Sachs
3
Goldman Sachs
New York
$59.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$354M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$40.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$44.5M
3
SIG
3
Senator Investment Group
New York
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$954K
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$18.4M +$4.7M +105,352 +34%
Adage Capital Partners
27
Adage Capital Partners
Massachusetts
$17.2M -$19.7M -442,291 -53%
Morgan Stanley
28
Morgan Stanley
New York
$17.2M +$2.25M +50,377 +15%
FC
29
Franchise Capital
Cayman Islands
$16.3M +$9.06M +203,163 +125%
UBS AM
30
UBS AM
Illinois
$12.8M -$2M -44,929 -14%
Charles Schwab
31
Charles Schwab
California
$11.9M -$160K -3,580 -1%
WCM Investment Management
32
WCM Investment Management
California
$11.4M +$268K +6,010 +2%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$10.9M +$8.84M +198,102 +419%
KCM
34
Kornitzer Capital Management
Kansas
$10.6M +$10.6M +237,152 New
Axa
35
Axa
France
$10.3M -$147K -3,286 -1%
Northern Trust
36
Northern Trust
Illinois
$9.93M -$196K -4,396 -2%
Bessemer Group
37
Bessemer Group
New Jersey
$9.49M +$1.83M +41,095 +24%
Norges Bank
38
Norges Bank
Norway
$9.28M +$4.83M +108,224 +108%
IECM
39
Intrinsic Edge Capital Management
Illinois
$9.28M +$7.05M +157,934 +316%
PC
40
Pier Capital
Connecticut
$8.6M +$128K +2,876 +2%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$7.87M +$3.67M +82,185 +87%
EMG
42
ETF Managers Group
New Jersey
$7.54M -$338K -7,572 -4%
PCM
43
Palisade Capital Management
New Jersey
$7.34M +$24.7K +553 +0.3%
BC
44
Brookfield Corp
Ontario, Canada
$7.23M +$7.23M +162,101 New
Victory Capital Management
45
Victory Capital Management
Texas
$7.2M -$11.8M -263,495 -62%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$6.52M -$129K -2,899 -2%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$6.51M +$129K +2,882 +2%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$6.4M +$4.4M +98,669 +220%
TIM
49
Thornburg Investment Management
New Mexico
$6.33M +$901K +20,202 +17%
BBL
50
Beck Bode LLC
Massachusetts
$5.7M +$1.58M +35,379 +38%
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