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Shift4
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Overview Fund Activity

232 hedge funds and large institutions have $3.2B invested in Shift4 in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 76 increasing their positions, 65 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+25
Holders Change %
+12.08%
% of All Funds
3.74%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
64
Increased
76
Reduced
65
Closed
36
Calls
$215M
Puts
$41.5M
Net Calls
+$173M
Net Calls Change
+$47.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$171M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$29.9M
3
SRFM
3
Shannon River Fund Management
New York
$22.9M
4
SSA
4
Schonfeld Strategic Advisors
New York
$22M
5
Victory Capital Management
5
Victory Capital Management
Texas
$28M

Top Sellers

1
TCG
1
Tremblant Capital Group
Florida
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$388M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$32.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$52.9M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRFM
26
Shannon River Fund Management
New York
$22.9M +$22.9M +408,860 New
SSA
27
Schonfeld Strategic Advisors
New York
$22M +$20.9M +374,454 +2,079%
FC
28
Franchise Capital
Cayman Islands
$21.8M +$1.32M +23,572 +6%
KCM
29
Kornitzer Capital Management
Kansas
$19.9M +$6.63M +118,476 +50%
First Trust Advisors
30
First Trust Advisors
Illinois
$18.7M +$16.9M +302,823 +950%
Morgan Stanley
31
Morgan Stanley
New York
$17.4M -$4.15M -74,212 -19%
UBS AM
32
UBS AM
Illinois
$17.3M +$1.3M +23,285 +8%
Lord, Abbett & Co
33
Lord, Abbett & Co
New Jersey
$16.6M +$16.6M +297,333 New
Charles Schwab
34
Charles Schwab
California
$15.8M +$932K +16,662 +6%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.8M -$20.7M -370,928 -58%
Marshall Wace
36
Marshall Wace
United Kingdom
$14.8M +$11.6M +207,179 +360%
PCM
37
Palisade Capital Management
New Jersey
$14.2M +$5.04M +90,123 +55%
WCM Investment Management
38
WCM Investment Management
California
$14.1M -$229K -4,088 -2%
SIG
39
Senator Investment Group
New York
$14M +$14M +250,000 New
Bessemer Group
40
Bessemer Group
New Jersey
$12.5M +$560K +10,014 +5%
Axa
41
Axa
France
$12.4M -$511K -9,140 -4%
Northern Trust
42
Northern Trust
Illinois
$12.2M -$269K -4,811 -2%
Norges Bank
43
Norges Bank
Norway
$11.6M – – –
HAM
44
Honeycomb Asset Management
New York
$11.2M +$11.2M +200,000 New
PC
45
Pier Capital
Connecticut
$10.8M +$54.5K +975 +0.5%
SOMRS
46
State of Michigan Retirement System
Michigan
$10.6M +$5.2M +93,000 +97%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$10M -$19.6M -350,375 -66%
EMG
48
ETF Managers Group
New Jersey
$8.65M -$798K -14,268 -8%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$8.06M -$1.8M -32,253 -18%
Nuveen Asset Management
50
Nuveen Asset Management
Illinois
$8.06M -$107K -1,920 -1%
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