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Shift4
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Overview Fund Activity

306 hedge funds and large institutions have $4.49B invested in Shift4 in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 84 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+55
Holders Change %
+21.91%
% of All Funds
4.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
88
Increased
84
Reduced
105
Closed
30
Calls
$410M
Puts
$199M
Net Calls
+$210M
Net Calls Change
+$110M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
WA
2
Wasatch Advisors
Utah
$191M
3
Jennison Associates
3
Jennison Associates
New York
$219M
4
DCP
4
Durable Capital Partners
Maryland
$355M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$87.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$101M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$308M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$52.8M
4
Millennium Management
4
Millennium Management
New York
$124M
5
SIG
5
Senator Investment Group
New York
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$41.7M +$9.7M +130,420 +30%
American Century Companies
27
American Century Companies
Missouri
$41M -$50.8K -683 -0.1%
FAM
28
Foxhaven Asset Management
Virginia
$38.9M +$38.9M +522,993 New
EA
29
Emerald Advisers
Pennsylvania
$37.2M -$196K -2,641 -0.5%
Victory Capital Management
30
Victory Capital Management
Texas
$35.7M -$5.65M -76,023 -14%
HCM
31
Hodges Capital Management
Texas
$33.3M +$15.5M +208,613 +87%
Macquarie Group
32
Macquarie Group
Australia
$30.4M -$528K -7,101 -2%
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$29.9M +$98.1K +1,319 +0.3%
Ameriprise
34
Ameriprise
Minnesota
$29.3M +$1.82M +24,447 +7%
1CM
35
14B Capital Management
California
$27.5M +$27.5M +370,000 New
KCM
36
Kornitzer Capital Management
Kansas
$27.4M +$1.38M +18,500 +5%
Norges Bank
37
Norges Bank
Norway
$26.9M +$11.3M +152,141 +72%
OAM
38
Ophir Asset Management
Australia
$25.9M -$7.32M -98,416 -22%
Artisan Partners
39
Artisan Partners
Wisconsin
$25.3M +$8.96M +120,589 +55%
Charles Schwab
40
Charles Schwab
California
$24.5M +$1.07M +14,349 +5%
Bank of America
41
Bank of America
North Carolina
$22.3M -$9.59M -128,969 -30%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$20.6M -$3.12K -42 -0%
Jane Street
43
Jane Street
New York
$20.2M +$18.4M +247,311 +1,031%
PCM
44
Palisade Capital Management
New Jersey
$19.1M -$1.42M -19,132 -7%
UBS AM
45
UBS AM
Illinois
$19M -$75.3K -1,013 -0.4%
Northern Trust
46
Northern Trust
Illinois
$18.8M +$1.15M +15,527 +7%
DFCM
47
Dark Forest Capital Management
Puerto Rico
$18.6M +$18.6M +250,044 New
TAM
48
Thematics Asset Management
France
$17.8M +$17.8M +240,000 New
SGAM
49
Smith Group Asset Management
Texas
$16.8M +$16.8M +225,535 New
PCM
50
Portolan Capital Management
Massachusetts
$16M +$8.62M +115,980 +116%
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