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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 %
Northern Trust
51
Northern Trust
Illinois
$20M +$1.61M +21,884 +9%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$19.9M +$19.4M +263,214 +4,003%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$19.3M +$5.53M +75,397 +40%
WCM Investment Management
54
WCM Investment Management
California
$19.3M +$4.4M +60,015 +29%
SEI Investments
55
SEI Investments
Pennsylvania
$18.6M +$2.83M +38,538 +18%
Fidelity International
56
Fidelity International
Bermuda
$18.4M +$6.05M +82,485 +49%
HCM
57
Hodges Capital Management
Texas
$17.1M -$4.08M -55,648 -19%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$16.3M +$6.25M +85,171 +62%
PCM
59
Penn Capital Management
Pennsylvania
$16M +$1.18M +16,000 +8%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$15.9M -$1.04M -14,184 -6%
AIM
61
Artemis Investment Management
United Kingdom
$15.8M +$15.8M +214,783 New
Nuveen Asset Management
62
Nuveen Asset Management
Illinois
$15.6M -$407K -5,546 -3%
DAM
63
Deepwater Asset Management
Minnesota
$15.5M +$334K +4,551 +2%
Jane Street
64
Jane Street
New York
$15.2M -$1.93M -26,277 -11%
Marshall Wace
65
Marshall Wace
United Kingdom
$14M +$13.3M +181,475 +1,910%
PCM
66
Portolan Capital Management
Massachusetts
$13.8M -$3.8M -51,809 -22%
Comerica Bank
67
Comerica Bank
Texas
$13.6M +$1.53M +20,888 +13%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$13M +$328K +4,468 +3%
Goldman Sachs
69
Goldman Sachs
New York
$10.7M +$3.34M +45,509 +45%
Nomura Holdings
70
Nomura Holdings
Japan
$10.1M +$8.67M +118,169 +612%
Wells Fargo
71
Wells Fargo
California
$10.1M +$1.12M +15,315 +13%
PCM
72
Peregrine Capital Management
Minnesota
$9.71M +$627K +8,553 +7%
First Trust Advisors
73
First Trust Advisors
Illinois
$9.62M -$21.6M -295,048 -69%
PCM
74
Penserra Capital Management
California
$8.62M +$296K +4,030 +4%
RCM
75
Ratan Capital Management
Florida
$8.57M -$1.47M -20,000 -15%
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