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Shift4
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Overview Fund Activity

289 hedge funds and large institutions have $4.22B invested in Shift4 in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 93 increasing their positions, 83 reducing their positions, and 30 closing their positions.

Holders
289
Holders Change
+57
Holders Change %
+24.57%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
87
Increased
93
Reduced
83
Closed
30
Calls
$380M
Puts
$155M
Net Calls
+$225M
Net Calls Change
+$51.5M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$59.1M
2
DCM
2
Driehaus Capital Management
Illinois
$45.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$41.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$60.6M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$164M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$430M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$181M
4
Citadel Advisors
4
Citadel Advisors
Florida
$19.3M
5
Millennium Management
5
Millennium Management
New York
$15.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Point72 Asset Management
76
Point72 Asset Management
Connecticut
$7.29M 96,200 +96,200 New
Tudor Investment Corp
77
Tudor Investment Corp
Connecticut
$7.29M 96,118 +61,457 +177%
TIM
78
Thornburg Investment Management
New Mexico
$6.97M 91,899 -14,917 -14%
WMSA
79
Weiss Multi-Strategy Advisers
New York
$6.92M 91,232 -10,498 -10%
RJA
80
Raymond James & Associates
Florida
$6.73M 88,793 +61,334 +223%
Osaic Holdings
81
Osaic Holdings
Arizona
$6.18M 81,700 +76,901 +1,602%
JGC
82
J. Goldman & Co
New York
$5.78M 76,302 +53,967 +242%
LOAME
83
Lombard Odier Asset Management (Europe)
United Kingdom
$5.69M 75,000 -22,500 -23%
AM
84
AGF Management
Ontario, Canada
$5.62M 74,082 +74,082 New
Wells Fargo
85
Wells Fargo
California
$5.56M 73,292 +2,729 +4%
Mirae Asset Global Investments
86
Mirae Asset Global Investments
South Korea
$5.44M 71,815 +499 +0.7%
Jane Street
87
Jane Street
New York
$5.27M 69,544 -6,208 -8%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$5.08M 67,056 +11,350 +20%
PC
89
Pier Capital
Connecticut
$5.02M 66,162 -127,638 -66%
BAM
90
Bullseye Asset Management
Colorado
$4.87M 64,211 – –
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$4.79M 63,129 +626 +1%
EGI
92
EAM Global Investors
California
$4.77M 62,989 +62,989 New
SRFM
93
Shannon River Fund Management
New York
$4.77M 62,947 -345,913 -85%
SFI
94
Susquehanna Fundamental Investments
Pennsylvania
$4.66M 61,439 -62,256 -50%
LPL Financial
95
LPL Financial
California
$4.64M 61,253 +6,945 +13%
PI
96
PEAK6 Investments
Illinois
$4.6M 60,678 +23,599 +64%
RhumbLine Advisers
97
RhumbLine Advisers
Massachusetts
$4.46M 58,773 +4,699 +9%
Lazard Asset Management
98
Lazard Asset Management
New York
$4.45M 58,721 +57,747 +5,929%
CSS
99
Cubist Systematic Strategies
Connecticut
$4.43M 58,408 +22,931 +65%
BBHC
100
Brown Brothers Harriman & Co
New York
$4.35M 57,360 +47,779 +499%
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