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Shift4
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Overview Fund Activity

353 hedge funds and large institutions have $6.27B invested in Shift4 in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+15
Holders Change %
+4.44%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
58
Increased
145
Reduced
107
Closed
40
Calls
$98M
Puts
$83.3M
Net Calls
+$14.7M
Net Calls Change
+$130M

Top Buyers

1
DPCM
Darlington Partners Capital Management
California
$190M
2
WA
Wasatch Advisors
Utah
$521M
3
DCP
Durable Capital Partners
Maryland
$541M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$75.1M
5
Boston Partners
Boston Partners
Massachusetts
$106M

Top Sellers

1
Invesco
Invesco
Georgia
$5.23M
2
KCM
Kodai Capital Management
Illinois
$0
3
Millennium Management
Millennium Management
New York
$0
4
Ameriprise
Ameriprise
Minnesota
$185M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
26
American Century Companies
Missouri
$62.9M -$625K -7,055 -1%
GIG
27
Goodnow Investment Group
Connecticut
$60.3M +$6.47M +73,060 +12%
SI
28
Scout Investments
Missouri
$57.1M -$6.73M -69,775 -11%
Bank of America
29
Bank of America
North Carolina
$54.9M +$12.1M +136,300 +28%
Point72 Asset Management
30
Point72 Asset Management
Connecticut
$52M -$36.3M -409,797 -41%
1CM
31
14B Capital Management
California
$49.6M -$2.3M -26,000 -4%
Franklin Resources
32
Franklin Resources
California
$47.8M +$945K +10,032 +2%
GIM
33
Granahan Investment Management
Massachusetts
$46.7M -$6.24M -70,470 -12%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$45.6M -$17M -191,632 -27%
BBHC
35
Brown Brothers Harriman & Co
New York
$43.7M +$12.9M +145,444 +42%
SIG
36
Senator Investment Group
New York
$43.3M -$6.53M -73,675 -13%
AIM
37
Artemis Investment Management
United Kingdom
$40.5M +$21.5M +242,684 +113%
Charles Schwab
38
Charles Schwab
California
$37.9M +$4.49M +50,664 +13%
EA
39
Emerald Advisers
Pennsylvania
$35.3M +$499K +5,627 +1%
KCM
40
Kornitzer Capital Management
Kansas
$32.2M -$2.85M -32,175 -8%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$30.1M +$4.25M +48,014 +16%
First Trust Advisors
42
First Trust Advisors
Illinois
$28.3M +$16.7M +188,768 +144%
Bessemer Group
43
Bessemer Group
New Jersey
$27.8M +$545K +6,146 +2%
PCM
44
Palisade Capital Management
New Jersey
$27.5M +$1.38M +15,621 +5%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$26.9M -$6.88M -77,626 -20%
SEI Investments
46
SEI Investments
Pennsylvania
$26.7M +$4.24M +47,894 +19%
EMFAT
47
Emerald Mutual Fund Advisers Trust
Pennsylvania
$26.2M -$818K -9,232 -3%
UBS AM
48
UBS AM
Illinois
$25.7M -$1.07M -12,131 -4%
Victory Capital Management
49
Victory Capital Management
Texas
$25.6M -$11.4M -128,915 -31%
TAM
50
Thematics Asset Management
France
$25.1M -$2.39M -27,000 -9%
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