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Shift4
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Overview Fund Activity

251 hedge funds and large institutions have $3.25B invested in Shift4 in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 87 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-19
Holders Change %
-7.04%
% of All Funds
4%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
40
Increased
89
Reduced
87
Closed
57
Calls
$245M
Puts
$144M
Net Calls
+$101M
Net Calls Change
-$20.2M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$103M
2
Marshall Wace
Marshall Wace
United Kingdom
+$72.8M
3
SCM
Spyglass Capital Management
California
+$44.5M
4
Morgan Stanley
Morgan Stanley
New York
+$31.4M
5
WA
Wasatch Advisors
Utah
+$30.5M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$76.8M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$54.6M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$42.6M
4
DCM
Driehaus Capital Management
Illinois
-$42.3M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
101
Raymond James & Associates
Florida
$2.83M -$372K -6,713 -12%
RA
102
Royce & Associates
New York
$2.77M – – –
LOAME
103
Lombard Odier Asset Management (Europe)
United Kingdom
$2.69M -$221K -4,000 -8%
UBS Group
104
UBS Group
Switzerland
$2.55M -$1.14M -20,581 -31%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$2.53M +$4.98K +90 +0.2%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$2.43M +$317K +5,725 +15%
PCM
107
Prana Capital Management
Connecticut
$2.04M +$2.04M +36,863 New
GCC
108
Game Creek Capital
Massachusetts
$1.94M +$1.94M +35,000 New
SFI
109
Susquehanna Fundamental Investments
Pennsylvania
$1.75M -$1.11M -20,111 -39%
IAS
110
IMA Advisory Services
Colorado
$1.62M -$25.3K -457 -2%
RAM
111
Riggs Asset Management
Pennsylvania
$1.58M +$30.5K +551 +2%
OAM
112
Oppenheimer Asset Management
New York
$1.57M +$639K +11,542 +69%
JC
113
JCSD Capital
California
$1.5M +$443K +8,000 +42%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$1.45M -$16.3K -294 -1%
Two Sigma Investments
115
Two Sigma Investments
New York
$1.45M -$12.5M -226,339 -90%
Boston Partners
116
Boston Partners
Massachusetts
$1.42M +$1.42M +25,722 New
VOYA Investment Management
117
VOYA Investment Management
Georgia
$1.35M -$11.8M -213,734 -90%
AIMCA
118
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.35M -$252K -4,543 -16%
HCMT
119
Highland Capital Management (Tennessee)
Tennessee
$1.33M -$110K -1,979 -8%
Jane Street
120
Jane Street
New York
$1.33M -$3.33M -60,160 -71%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$1.32M +$6.65K +120 +0.5%
BF
122
BOK Financial
Oklahoma
$1.25M +$1.25M +28,011 New
Citigroup
123
Citigroup
New York
$1.24M -$705K -12,725 -36%
Truist Financial
124
Truist Financial
North Carolina
$1.24M +$107K +1,934 +9%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.23M -$136K -2,454 -10%
3 4
5
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