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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 %
SI
76
Sapience Investments
California
$6.52M +$6.52M +87,730 New
Wells Fargo
77
Wells Fargo
California
$6.35M +$38.7K +520 +0.6%
TIM
78
Thornburg Investment Management
New Mexico
$6.28M -$658K -8,849 -9%
Comerica Bank
79
Comerica Bank
Texas
$6.07M +$4.85M +65,238 +397%
PCM
80
Peregrine Capital Management
Minnesota
$6.04M +$6.04M +81,243 New
PI
81
PEAK6 Investments
Illinois
$5.9M +$5.9M +79,403 New
Baird Financial Group
82
Baird Financial Group
Wisconsin
$5.76M +$1.45M +19,465 +34%
Axa
83
Axa
France
$5.37M -$4.45M -59,841 -45%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$5.28M +$24.8K +333 +0.5%
RCM
85
Ratan Capital Management
Florida
$5.27M -$2.44M -32,800 -32%
TAM
86
Tabor Asset Management
New York
$5.25M +$5.25M +70,687 New
CSS
87
Cubist Systematic Strategies
Connecticut
$5.12M +$5.12M +68,863 New
Nordea Investment Management
88
Nordea Investment Management
Sweden
$5.11M -$65.2K -879 -1%
BBL
89
Beck Bode LLC
Massachusetts
$5.1M +$5.1M +68,537 New
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$5.08M +$278K +3,734 +6%
CM
91
CastleKnight Management
New York
$4.91M -$706K -9,500 -13%
BAM
92
Bullseye Asset Management
Colorado
$4.77M – – –
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$4.62M -$1.49M -19,991 -24%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$4.53M +$357K +4,802 +9%
BMSSC
95
B. Metzler seel. Sohn & Co
Germany
$4.52M +$561K +7,543 +14%
B
96
Bailard
California
$4.5M -$1.04M -14,000 -19%
GLA
97
Great Lakes Advisors
Illinois
$4.48M +$128K +1,728 +3%
GAM
98
Gotham Asset Management
New York
$4.34M +$4.34M +58,386 New
Legal & General Group
99
Legal & General Group
United Kingdom
$4.24M -$34.6K -466 -0.8%
RJA
100
Raymond James & Associates
Florida
$4.15M +$346K +4,654 +9%
2 3
4
5 6