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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 %
Northern Trust
51
Northern Trust
Illinois
$25M +$910K +10,272 +4%
WCM Investment Management
52
WCM Investment Management
California
$23.3M +$134K +1,526 +0.6%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$23M -$374K -4,220 -2%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$21.2M -$8.08M -91,147 -28%
Comerica Bank
55
Comerica Bank
Texas
$20.7M +$4.22M +47,614 +26%
Nuveen Asset Management
56
Nuveen Asset Management
Illinois
$18.9M +$82K +926 +0.4%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$17.4M -$2.31M -26,065 -12%
PCM
58
Penn Capital Management
Pennsylvania
$17.2M -$2.13M -23,966 -11%
HCA
59
Harbor Capital Advisors
Illinois
$17M +$7.8M +88,056 +85%
Fidelity International
60
Fidelity International
Bermuda
$16.1M -$6.07M -68,497 -27%
DAM
61
Deepwater Asset Management
Minnesota
$16M -$2.75M -31,069 -15%
Wells Fargo
62
Wells Fargo
California
$16M +$3.79M +42,727 +31%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$15.3M -$438K -4,944 -3%
SC
64
Shellback Capital
Massachusetts
$14.8M +$14.8M +166,649 New
Allspring Global Investments
65
Allspring Global Investments
North Carolina
$14.3M +$10.2M +114,659 +246%
SAM
66
Scion Asset Management
California
$13.3M +$4.43M +50,000 +50%
BGDI
67
BW Gestao de Investimentos
Brazil
$12.4M +$12.4M +140,000 New
Squarepoint
68
Squarepoint
New York
$12M +$12M +135,053 New
PCM
69
Portolan Capital Management
Massachusetts
$11.9M -$4.69M -52,888 -28%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$11.1M -$8.07M -91,130 -42%
PCM
71
Peregrine Capital Management
Minnesota
$10.6M -$1.11M -12,575 -10%
PCM
72
Penserra Capital Management
California
$10.5M +$94.2K +1,063 +0.9%
Goldman Sachs
73
Goldman Sachs
New York
$10.3M -$2.61M -29,508 -20%
UBS Group
74
UBS Group
Switzerland
$10.3M +$3.22M +36,303 +46%
NC
75
Nicholas Company
Wisconsin
$10.2M +$2.22K +25 +0%
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