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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 %
NC
76
Nicholas Company
Wisconsin
$8.44M – – –
GCM
77
Graham Capital Management
Connecticut
$8.32M +$8.32M +113,483 New
PC
78
Pier Capital
Connecticut
$7.96M +$1.2M +16,341 +18%
Swiss National Bank
79
Swiss National Bank
Switzerland
$7.88M +$469K +6,400 +6%
HCA
80
Harbor Capital Advisors
Illinois
$7.62M +$6.26M +85,391 +463%
SAM
81
Scion Asset Management
California
$7.34M +$7.34M +100,000 New
KCM
82
Kennedy Capital Management
Missouri
$7.24M +$1.15M +15,732 +19%
ISL
83
Ingalls & Snyder LLC
New York
$6.11M +$5.57M +75,917 +1,035%
TIM
84
Thornburg Investment Management
New Mexico
$6.04M – – –
CCM
85
Corsair Capital Management
New York
$5.96M +$5.96M +73 New
UBS Group
86
UBS Group
Switzerland
$5.85M +$4.03K +55 +0.1%
Mitsubishi UFJ Asset Management
87
Mitsubishi UFJ Asset Management
Japan
$5.84M -$2.93M -39,954 -33%
BMSSC
88
B. Metzler seel. Sohn & Co
Germany
$5.81M +$749K +10,205 +15%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$5.27M +$473K +6,455 +10%
PSC
90
Portman Square Capital
United Kingdom
$5.26M +$882K +12,031 +20%
SFI
91
Susquehanna Fundamental Investments
Pennsylvania
$5.18M +$5.18M +70,624 New
LPL Financial
92
LPL Financial
California
$5.14M +$2.05M +27,887 +66%
HAIM
93
Hunter Associates Investment Management
Pennsylvania
$5.13M +$1.59M +21,634 +45%
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$5.02M +$223K +3,040 +5%
FAM
95
Fred Alger Management
New York
$4.77M -$325K -4,425 -6%
GCL
96
Glazer Capital LLC
New York
$4.77M +$4.77M +65,000 New
BAM
97
Bullseye Asset Management
Colorado
$4.71M – – –
Axa
98
Axa
France
$4.65M -$375K -5,113 -7%
GAM
99
Gotham Asset Management
New York
$4.57M +$260K +3,538 +6%
RJA
100
Raymond James & Associates
Florida
$4.48M +$719K +9,797 +19%
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