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Shift4
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Overview Fund Activity

289 hedge funds and large institutions have $4.22B invested in Shift4 in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 93 increasing their positions, 83 reducing their positions, and 30 closing their positions.

Holders
289
Holders Change
+57
Holders Change %
+24.57%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
87
Increased
93
Reduced
83
Closed
30
Calls
$380M
Puts
$155M
Net Calls
+$225M
Net Calls Change
+$51.5M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$59.1M
2
DCM
2
Driehaus Capital Management
Illinois
$45.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$41.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$60.6M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$164M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$430M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$181M
4
Citadel Advisors
4
Citadel Advisors
Florida
$19.3M
5
Millennium Management
5
Millennium Management
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
26
Emerald Advisers
Pennsylvania
$41M -$586K -7,728 -1%
First Trust Advisors
27
First Trust Advisors
Illinois
$38.8M +$13.4M +176,805 +53%
Two Sigma Investments
28
Two Sigma Investments
New York
$37.5M +$36M +474,525 +2,370%
Nomura Asset Management
29
Nomura Asset Management
Japan
$35.4M +$35.4M +466,800 New
EMFAT
30
Emerald Mutual Fund Advisers Trust
Pennsylvania
$33.4M +$1.93M +25,413 +6%
SCH
31
Sylebra Capital (HK)
Hong Kong
$30.3M +$30.3M +400,060 New
Bank of America
32
Bank of America
North Carolina
$28.9M -$14.9M -197,031 -34%
KCM
33
Kornitzer Capital Management
Kansas
$27M – – –
SOMRS
34
State of Michigan Retirement System
Michigan
$24.1M +$9.81M +129,400 +68%
Victory Capital Management
35
Victory Capital Management
Texas
$23.8M -$14.2M -186,749 -37%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$23.4M +$5.62M +74,093 +32%
OAM
37
Ophir Asset Management
Australia
$23.1M +$23.1M +304,399 New
UBS AM
38
UBS AM
Illinois
$22.9M -$552K -7,278 -2%
FC
39
Franchise Capital
Cayman Islands
$22.9M -$6.59M -86,913 -22%
Charles Schwab
40
Charles Schwab
California
$21.3M -$78.2K -1,032 -0.4%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$21.2M +$10.3M +135,446 +94%
PCM
42
Palisade Capital Management
New Jersey
$19.7M +$367K +4,843 +2%
Citadel Advisors
43
Citadel Advisors
Florida
$19.3M -$59.1M -780,222 -75%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$18.9M +$18.9M +248,908 New
WCM Investment Management
45
WCM Investment Management
California
$18.1M -$949K -12,521 -5%
Northern Trust
46
Northern Trust
Illinois
$16.4M -$64.2K -847 -0.4%
Invesco
47
Invesco
Georgia
$16.1M +$12M +158,912 +301%
Millennium Management
48
Millennium Management
New York
$15.6M -$53.1M -700,359 -77%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$15.5M +$6.52M +86,051 +73%
LCG
50
Lisanti Capital Growth
New York
$14.9M +$4.84M +63,895 +48%
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