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Shift4
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Overview Fund Activity

306 hedge funds and large institutions have $4.49B invested in Shift4 in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 84 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+55
Holders Change %
+21.91%
% of All Funds
4.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
88
Increased
84
Reduced
105
Closed
30
Calls
$410M
Puts
$199M
Net Calls
+$210M
Net Calls Change
+$110M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
WA
2
Wasatch Advisors
Utah
$191M
3
Jennison Associates
3
Jennison Associates
New York
$219M
4
DCP
4
Durable Capital Partners
Maryland
$355M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$87.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$101M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$308M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$52.8M
4
Millennium Management
4
Millennium Management
New York
$124M
5
SIG
5
Senator Investment Group
New York
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
101
LPL Financial
California
$4.07M -$211K -2,836 -5%
California State Teachers Retirement System (CalSTRS)
102
California State Teachers Retirement System (CalSTRS)
California
$4.03M -$262K -3,531 -6%
D.E. Shaw & Co
103
D.E. Shaw & Co
New York
$3.99M +$2.4M +32,300 +151%
GS
104
GTS Securities
New York
$3.96M +$3.96M +53,253 New
ZCM
105
Zenyatta Capital Management
Delaware
$3.9M +$3.9M +52,500 New
CS
106
Credit Suisse
Switzerland
$3.89M -$73.9K -994 -2%
Canada Pension Plan Investment Board
107
Canada Pension Plan Investment Board
Ontario, Canada
$3.84M -$1.2M -16,100 -24%
AQR Capital Management
108
AQR Capital Management
Connecticut
$3.83M -$1.85M -24,948 -33%
RA
109
Royce & Associates
New York
$3.72M – – –
Stifel Financial
110
Stifel Financial
Missouri
$3.71M -$110K -1,483 -3%
WMSA
111
Weiss Multi-Strategy Advisers
New York
$3.69M -$4.68M -62,887 -56%
ET
112
Entropy Technologies
New York
$3.65M +$3.65M +49,063 New
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$3.64M +$247K +3,320 +7%
Allspring Global Investments
114
Allspring Global Investments
North Carolina
$3.59M -$15.1M -203,271 -81%
HF
115
HRT Financial
New York
$3.58M +$3.58M +48,132 New
JAM
116
Jupiter Asset Management
United Kingdom
$3.53M -$11.9M -159,429 -77%
Two Sigma Investments
117
Two Sigma Investments
New York
$3.46M +$1.52M +20,463 +78%
UBS Group
118
UBS Group
Switzerland
$3.34M -$81.3K -1,094 -2%
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$3.23M -$7.73M -104,001 -71%
EFH
120
Eaton Financial Holdings
Florida
$3.22M +$3.22M +43,333 New
LOAME
121
Lombard Odier Asset Management (Europe)
United Kingdom
$3.05M -$558K -7,500 -15%
Barclays
122
Barclays
United Kingdom
$2.88M +$1.7M +22,888 +145%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$2.86M -$403K -5,424 -12%
GCC
124
Game Creek Capital
Massachusetts
$2.6M – – –
PCM
125
Prana Capital Management
Connecticut
$2.51M -$228K -3,062 -8%
3 4
5
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