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Shift4
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Overview Fund Activity

433 hedge funds and large institutions have $7.88B invested in Shift4 in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 132 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+80
Holders Change %
+22.66%
% of All Funds
5.77%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
128
Increased
132
Reduced
135
Closed
38
Calls
$99.4M
Puts
$136M
Net Calls
-$36.8M
Net Calls Change
-$51.5M

Top Buyers

1
BlackRock
BlackRock
New York
$645M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$237M
3
Citadel Advisors
Citadel Advisors
Florida
$122M
4
State Street
State Street
Massachusetts
$216M
5
Vanguard Group
Vanguard Group
Pennsylvania
$679M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.96M
2
Ameriprise
Ameriprise
Minnesota
$115M
3
DCP
Durable Capital Partners
Maryland
$532M
4
Jennison Associates
Jennison Associates
New York
$242M
5
ClearBridge Investments
ClearBridge Investments
New York
$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$24.8M +$12.7M +122,655 +105%
RHJA
52
Rice Hall James & Associates
California
$24M +$21.3M +205,361 +800%
Bessemer Group
53
Bessemer Group
New Jersey
$22.8M -$9.79M -94,327 -30%
Invesco
54
Invesco
Georgia
$21.9M +$15.8M +152,042 +258%
TAM
55
Thematics Asset Management
France
$21.2M -$8.2M -79,000 -28%
EMFAT
56
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.3M -$10.4M -99,974 -34%
MP
57
Maestria Partners
Georgia
$19.6M +$19.6M +189,000 New
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$19.3M +$11.7M +113,193 +156%
Wells Fargo
59
Wells Fargo
California
$19.2M +$476K +4,590 +3%
Fidelity International
60
Fidelity International
Bermuda
$18.8M -$66.5K -641 -0.4%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$18.7M +$844K +8,130 +5%
HCA
62
Harbor Capital Advisors
Illinois
$18.7M -$1.23M -11,823 -6%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$16.8M -$3.51M -33,855 -17%
Allspring Global Investments
64
Allspring Global Investments
North Carolina
$16.8M -$713K -6,579 -4%
Victory Capital Management
65
Victory Capital Management
Texas
$16.7M -$13.4M -128,719 -45%
Principal Financial Group
66
Principal Financial Group
Iowa
$16.5M +$16M +153,793 +2,955%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$16.3M -$8.54M -82,260 -34%
Universal-Beteiligungs- und Servicegesellschaft
68
Universal-Beteiligungs- und Servicegesellschaft
Germany
$16.2M +$16.2M +156,049 New
DAM
69
Deepwater Asset Management
Minnesota
$16M -$2.7M -26,058 -14%
Marshall Wace
70
Marshall Wace
United Kingdom
$15.4M +$14.9M +143,285 +2,683%
PCM
71
Penserra Capital Management
California
$15.3M +$3.04M +29,247 +25%
Nuveen Asset Management
72
Nuveen Asset Management
Illinois
$14.7M -$7.44M -71,720 -34%
PCM
73
Portolan Capital Management
Massachusetts
$14.6M +$660K +6,359 +5%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$13.8M +$8.59M +82,747 +166%
NRCM
75
North Reef Capital Management
California
$13M +$13M +124,998 New
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