FOUR icon

Shift4
FOUR

Overview Fund Activity

207 hedge funds and large institutions have $2.54B invested in Shift4 in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
37
Increased
61
Reduced
81
Closed
33
Calls
$139M
Puts
$12.4M
Net Calls
+$126M
Net Calls Change
+$52M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$191M
2
Millennium Management
2
Millennium Management
New York
$45M
3
Goldman Sachs
3
Goldman Sachs
New York
$59.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$354M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$40.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$44.5M
3
SIG
3
Senator Investment Group
New York
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$954K
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
51
Teachers Retirement System of the State of Kentucky
Kentucky
$5.4M +$5.4M +121,140 New
Mitsubishi UFJ Asset Management
52
Mitsubishi UFJ Asset Management
Japan
$5.4M +$12.4K +277 +0.2%
Swiss National Bank
53
Swiss National Bank
Switzerland
$5.39M +$245K +5,500 +5%
CS
54
Credit Suisse
Switzerland
$5.26M +$29K +650 +0.6%
Barclays
55
Barclays
United Kingdom
$5.23M -$460K -10,304 -8%
CF
56
Cantor Fitzgerald
New York
$4.88M +$4.88M +109,280 New
SBH
57
Segall Bryant & Hamill
Illinois
$4.69M -$4.46M -100,067 -49%
SEI Investments
58
SEI Investments
Pennsylvania
$4.5M +$1.21M +27,159 +37%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$4.32M +$47.1K +1,055 +1%
SOMRS
60
State of Michigan Retirement System
Michigan
$4.28M +$4.28M +96,000 New
SFI
61
Susquehanna Fundamental Investments
Pennsylvania
$4.09M +$4.09M +91,622 New
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$3.71M -$985K -22,083 -21%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$3.58M +$3.58M +80,343 New
IAS
64
IMA Advisory Services
Colorado
$3.34M -$211K -4,734 -6%
HF
65
HRT Financial
New York
$3.18M +$3.18M +71,193 New
Wells Fargo
66
Wells Fargo
California
$3.16M -$427K -9,573 -12%
LOAME
67
Lombard Odier Asset Management (Europe)
United Kingdom
$3.12M – – –
PMG
68
Private Management Group
California
$3.07M +$1.15M +25,785 +60%
RA
69
Royce & Associates
New York
$2.94M +$2.94M +65,838 New
BAM
70
Bullseye Asset Management
Colorado
$2.87M -$35.7K -799 -1%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$2.85M -$38.2K -856 -1%
GAM
72
Gotham Asset Management
New York
$2.76M +$2.76M +61,866 New
Marshall Wace
73
Marshall Wace
United Kingdom
$2.57M -$7.24M -162,269 -74%
LPL Financial
74
LPL Financial
California
$2.4M +$2.19K +49 +0.1%
Citigroup
75
Citigroup
New York
$2.34M -$6.13M -137,461 -72%
1 2
3
4 5