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Shift4
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Overview Fund Activity

338 hedge funds and large institutions have $4.98B invested in Shift4 in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 160 increasing their positions, 64 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+17
Holders Change %
+5.3%
% of All Funds
4.92%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
80
Increased
160
Reduced
64
Closed
59
Calls
$329M
Puts
$445M
Net Calls
-$115M
Net Calls Change
-$204M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M
2
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$80.4M
3
EAM
Eagle Asset Management
Florida
$62.9M
4
KCM
Kodai Capital Management
Illinois
$53.8M
5
Millennium Management
Millennium Management
New York
$49.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$51.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$28M
3
FAM
Foxhaven Asset Management
Virginia
$0
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$22.2K
5
First Trust Advisors
First Trust Advisors
Illinois
$9.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
101
Legal & General Group
United Kingdom
$4.39M +$89.2K +1,216 +2%
Nordea Investment Management
102
Nordea Investment Management
Sweden
$4.35M -$703K -9,505 -14%
GLA
103
Great Lakes Advisors
Illinois
$4.21M -$191K -2,608 -4%
PCM
104
Prana Capital Management
Connecticut
$4.01M +$2.31M +31,430 +135%
OAM
105
Oppenheimer Asset Management
New York
$3.96M +$1.44M +19,610 +57%
California State Teachers Retirement System (CalSTRS)
106
California State Teachers Retirement System (CalSTRS)
California
$3.94M +$158K +2,150 +4%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$3.85M -$882K -12,028 -19%
GIP
108
Granite Investment Partners
California
$3.8M +$3.8M +51,799 New
RA
109
Royce & Associates
New York
$3.67M – – –
Stifel Financial
110
Stifel Financial
Missouri
$3.65M -$242K -3,295 -6%
Mirae Asset Global ETFs Holdings
111
Mirae Asset Global ETFs Holdings
Hong Kong
$3.64M +$3.64M +49,657 New
BF
112
BOK Financial
Oklahoma
$3.59M -$226K -3,082 -6%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$3.45M +$265K +3,617 +8%
Allspring Global Investments
114
Allspring Global Investments
North Carolina
$3.42M -$24.1K -329 -0.7%
AIMCA
115
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.4M +$1.04M +14,119 +44%
GCC
116
Game Creek Capital
Massachusetts
$3.37M +$73.4K +1,000 +2%
Macquarie Group
117
Macquarie Group
Australia
$3.05M +$162K +2,213 +6%
1CM
118
1492 Capital Management
Wisconsin
$3.03M -$9.61K -131 -0.3%
TAM
119
Tabor Asset Management
New York
$3.01M +$3.01M +43,703 New
PBCM
120
Point Break Capital Management
Florida
$2.85M +$2.85M +38,890 New
SI
121
Sapience Investments
California
$2.58M -$1.62M -22,091 -39%
RHJA
122
Rice Hall James & Associates
California
$2.37M +$579K +7,891 +32%
P8IP
123
Pier 88 Investment Partners
California
$2.33M +$2.07M +28,250 +796%
TW
124
TrinityPoint Wealth
Connecticut
$2.28M +$2.28M +31,060 New
LOAME
125
Lombard Odier Asset Management (Europe)
United Kingdom
$2.27M +$507K +6,906 +29%
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