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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 %
Fuller & Thaler Asset Management
51
Fuller & Thaler Asset Management
California
$15.9M +$1.77M +23,762 +13%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$15.6M +$713K +9,589 +5%
Bessemer Group
53
Bessemer Group
New Jersey
$15.2M +$3.17M +42,575 +26%
WCM Investment Management
54
WCM Investment Management
California
$15.2M +$1.36M +18,236 +10%
BBHC
55
Brown Brothers Harriman & Co
New York
$14.9M +$4.16M +55,976 +39%
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$13.8M +$244K +3,286 +2%
SEI Investments
57
SEI Investments
Pennsylvania
$13.5M -$349K -4,699 -3%
SOMRS
58
State of Michigan Retirement System
Michigan
$13M -$10.7M -143,400 -45%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$12.7M +$1.47M +19,839 +13%
DAM
60
Deepwater Asset Management
Minnesota
$12.4M -$1.99M -26,772 -14%
VC
61
Voss Capital
Texas
$11.2M +$11.2M +150,000 New
NRCM
62
North Reef Capital Management
California
$9.75M +$9.75M +131,189 New
Citigroup
63
Citigroup
New York
$9.67M +$8.01M +107,752 +482%
KCM
64
Kennedy Capital Management
Missouri
$9.25M -$455K -6,118 -5%
NC
65
Nicholas Company
Wisconsin
$8.55M – – –
UE
66
Unisphere Establishment
Liechtenstein
$8.55M +$8.55M +115,000 New
Adage Capital Partners
67
Adage Capital Partners
Massachusetts
$8.54M +$8.54M +114,900 New
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$8.46M +$17.9K +254 +0.2%
SSA
69
Schonfeld Strategic Advisors
New York
$8.31M -$12.6M -169,272 -60%
First Trust Advisors
70
First Trust Advisors
Illinois
$8.17M -$17M -229,216 -68%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$7.88M -$7.6M -102,289 -49%
MGIM
72
M&G Investment Management
United Kingdom
$7.88M +$7.88M +106,450 New
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$7.52M +$7.52M +101,131 New
Swiss National Bank
74
Swiss National Bank
Switzerland
$7.44M -$981K -13,200 -12%
PC
75
Pier Capital
Connecticut
$6.72M +$2.01M +27,033 +43%
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