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Shift4
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Overview Fund Activity

226 hedge funds and large institutions have $3.34B invested in Shift4 in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 59 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
–
Holders Change %
0%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
58
Increased
96
Reduced
59
Closed
55
Calls
$146M
Puts
$48.8M
Net Calls
+$97.5M
Net Calls Change
+$36.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
2
Macquarie Group
Macquarie Group
Australia
+$93.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$77.7M
4
SCA
Southpoint Capital Advisors
New York
+$75.3M
5
Ameriprise
Ameriprise
Minnesota
+$73.5M

Top Sellers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$100M
2
DCP
Durable Capital Partners
Maryland
-$93.7M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$66.9M
4
Wells Fargo
Wells Fargo
California
-$65.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
101
Riggs Asset Management
Pennsylvania
$1.49M +$15.3K +264 +1%
RJA
102
Raymond James & Associates
Florida
$1.39M +$537K +9,274 +63%
MCM
103
Maltese Capital Management
New York
$1.37M +$1.37M +23,700 New
OCM
104
Oribel Capital Management
New York
$1.37M -$590K -10,190 -30%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.34M -$1.45M -25,013 -52%
TI
106
Trexquant Investment
Connecticut
$1.32M +$1.32M +22,755 New
VOYA Investment Management
107
VOYA Investment Management
Georgia
$1.24M -$47.7M -822,732 -97%
Balyasny Asset Management
108
Balyasny Asset Management
Illinois
$1.2M -$15.1M -261,234 -93%
CAM
109
Connacht Asset Management
New York
$1.18M +$1.18M +20,320 New
CM
110
Caption Management
Oklahoma
$1.16M +$1.16M +20,000 New
CF
111
CNA Financial
Illinois
$1.06M +$26.6K +460 +3%
HF
112
HRT Financial
New York
$1.02M +$1.02M +17,659 New
SG Americas Securities
113
SG Americas Securities
New York
$1M -$371K -6,405 -27%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$998K -$1.97M -33,216 -66%
Walleye Capital
115
Walleye Capital
New York
$932K +$329K +5,678 +55%
Parallax Volatility Advisers
116
Parallax Volatility Advisers
California
$918K -$455K -7,862 -33%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$902K +$6.37K +110 +0.7%
Dimensional Fund Advisors
118
Dimensional Fund Advisors
Texas
$887K +$5.39K +93 +0.6%
SIC
119
Salem Investment Counselors
North Carolina
$873K -$295K -5,090 -25%
LPARFS
120
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$869K +$869K +15,000 New
Marshall Wace
121
Marshall Wace
United Kingdom
$854K +$854K +14,734 New
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$823K -$4.23K -73 -0.5%
MCC
123
Malaga Cove Capital
California
$820K +$374K +6,449 +84%
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$794K +$407K +7,025 +105%
JG
125
Jefferies Group
New York
$782K +$782K +13,500 New
3 4
5
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