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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 %
Swiss National Bank
76
Swiss National Bank
Switzerland
$9.66M +$142K +1,600 +1%
PC
77
Pier Capital
Connecticut
$9.61M -$11K -124 -0.1%
RJA
78
Raymond James & Associates
Florida
$8.85M +$3.45M +38,895 +64%
GCM
79
Graham Capital Management
Connecticut
$8.37M -$1.68M -18,968 -17%
BMSSC
80
B. Metzler seel. Sohn & Co
Germany
$7.88M +$861K +9,723 +12%
GLA
81
Great Lakes Advisors
Illinois
$7.77M +$2.69M +30,306 +53%
KCM
82
Kennedy Capital Management
Missouri
$7.54M -$1.2M -13,529 -14%
DFCM
83
Dark Forest Capital Management
Puerto Rico
$7.41M +$7.41M +83,594 New
LPL Financial
84
LPL Financial
California
$7.16M +$948K +10,700 +15%
TIM
85
Thornburg Investment Management
New Mexico
$7.14M -$160K -1,811 -2%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.03M +$5M +56,410 +246%
ISL
87
Ingalls & Snyder LLC
New York
$6.99M -$391K -4,408 -5%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$6.92M +$858K +9,689 +14%
HAIM
89
Hunter Associates Investment Management
Pennsylvania
$6.75M +$554K +6,244 +9%
LFCM
90
Long Focus Capital Management
Puerto Rico
$6.65M +$4.87M +55,000 +275%
Barclays
91
Barclays
United Kingdom
$6.64M +$4.01M +45,297 +153%
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$6.43M +$68.9K +778 +1%
RCM
93
Ratan Capital Management
Florida
$6.28M -$4.07M -45,981 -39%
CM
94
Castleark Management
Illinois
$6.07M +$6.07M +68,500 New
BAM
95
Bullseye Asset Management
Colorado
$5.69M – – –
PBCM
96
Point Break Capital Management
Florida
$5.47M +$2.03M +22,900 +59%
Axa
97
Axa
France
$5.42M -$200K -2,258 -4%
1CM
98
1492 Capital Management
Wisconsin
$5.41M +$1.74M +19,684 +48%
Legal & General Group
99
Legal & General Group
United Kingdom
$5.4M +$106K +1,198 +2%
OAM
100
Oppenheimer Asset Management
New York
$5.39M +$604K +6,814 +13%
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