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Shift4
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Overview Fund Activity

338 hedge funds and large institutions have $4.98B invested in Shift4 in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 160 increasing their positions, 64 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+17
Holders Change %
+5.3%
% of All Funds
4.92%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
80
Increased
160
Reduced
64
Closed
59
Calls
$329M
Puts
$445M
Net Calls
-$115M
Net Calls Change
-$204M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M
2
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$80.4M
3
EAM
Eagle Asset Management
Florida
$62.9M
4
KCM
Kodai Capital Management
Illinois
$53.8M
5
Millennium Management
Millennium Management
New York
$49.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$51.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$28M
3
FAM
Foxhaven Asset Management
Virginia
$0
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$22.2K
5
First Trust Advisors
First Trust Advisors
Illinois
$9.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
26
American Century Companies
Missouri
$52.6M +$11.9M +162,108 +29%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$51.8M -$97.6M -1,330,093 -65%
Millennium Management
28
Millennium Management
New York
$49.6M +$49.6M +675,789 New
SI
29
Scout Investments
Missouri
$48.6M +$9.98M +136,023 +26%
GIG
30
Goodnow Investment Group
Connecticut
$44.6M +$41.7M +567,892 +1,427%
GIM
31
Granahan Investment Management
Massachusetts
$43.8M +$21.3M +289,908 +94%
1CM
32
14B Capital Management
California
$43M +$5.06M +69,000 +13%
SIG
33
Senator Investment Group
New York
$41.2M +$40.8M +555,737 +8,551%
Franklin Resources
34
Franklin Resources
California
$36.5M -$796K -10,848 -2%
Bank of America
35
Bank of America
North Carolina
$35.5M +$255K +3,482 +0.7%
Victory Capital Management
36
Victory Capital Management
Texas
$30.7M +$2.54M +34,630 +9%
Boston Partners
37
Boston Partners
Massachusetts
$30.5M +$29.1M +398,886 +2,093%
Artisan Partners
38
Artisan Partners
Wisconsin
$29.4M -$156K -2,125 -0.5%
KCM
39
Kornitzer Capital Management
Kansas
$29M +$1.82M +24,845 +7%
EA
40
Emerald Advisers
Pennsylvania
$28.8M -$776K -10,575 -3%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$28M -$71M -968,327 -72%
Charles Schwab
42
Charles Schwab
California
$27.7M +$2.49M +33,898 +10%
BBHC
43
Brown Brothers Harriman & Co
New York
$25.5M +$4.95M +67,417 +24%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$24.3M +$2.01M +27,471 +9%
TAM
45
Thematics Asset Management
France
$22.7M +$1.47M +20,000 +7%
Bessemer Group
46
Bessemer Group
New Jersey
$22.6M +$6.53M +89,023 +41%
EMFAT
47
Emerald Mutual Fund Advisers Trust
Pennsylvania
$22.4M +$139K +1,890 +0.6%
UBS AM
48
UBS AM
Illinois
$22.2M +$3.36M +45,862 +18%
PCM
49
Palisade Capital Management
New Jersey
$21.7M +$3.02M +41,212 +16%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$21.4M -$19.7M -269,157 -48%
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