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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 %
Stifel Financial
101
Stifel Financial
Missouri
$4.06M 53,616 +1,468 +3%
Legal & General Group
102
Legal & General Group
United Kingdom
$3.81M 50,243 +5,002 +11%
RA
103
Royce & Associates
New York
$3.79M 50,000 +50,000 New
Canada Pension Plan Investment Board
104
Canada Pension Plan Investment Board
Ontario, Canada
$3.73M 49,200 +27,100 +123%
PMG
105
Private Management Group
California
$3.65M 48,179 -11,485 -19%
KCM
106
Kennedy Capital Management
Missouri
$3.57M 47,142 +764 +2%
UBS Group
107
UBS Group
Switzerland
$3.47M 45,763 +17,586 +62%
Barclays
108
Barclays
United Kingdom
$3.33M 43,887 -38,596 -47%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$3.29M 43,353 – –
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$3.12M 41,155 -541,992 -93%
CC
111
Centiva Capital
New York
$3.09M 40,717 +29,268 +256%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$3.06M 40,311 -11,337 -22%
Walleye Trading
113
Walleye Trading
New York
$2.95M 38,869 +38,869 New
BMSSC
114
B. Metzler seel. Sohn & Co
Germany
$2.93M 38,597 +5,698 +17%
ECM
115
ExodusPoint Capital Management
New York
$2.75M 36,311 +36,311 New
HLCM
116
Hickory Lane Capital Management
New York
$2.73M 36,000 -1,500 -4%
BCM
117
Bayesian Capital Management
New York
$2.68M 35,308 +23,700 +204%
Schroder Investment Management Group
118
Schroder Investment Management Group
United Kingdom
$2.57M 33,904 -94,472 -74%
EAM
119
EFG Asset Management
Oregon
$2.48M 32,738 -1,833 -5%
Citigroup
120
Citigroup
New York
$2.44M 32,211 -20,602 -39%
JC
121
Jetstream Capital
Tennessee
$2.27M 30,000 +30,000 New
PSC
122
Portman Square Capital
United Kingdom
$2.06M 27,170 +27,170 New
RAM
123
Riggs Asset Management
Pennsylvania
$2.04M 26,949 +2,007 +8%
PI
124
PFS Investments
Georgia
$1.97M 27,808 +27,808 New
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.9M 25,092 -779 -3%
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5
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