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Shift4
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Overview Fund Activity

353 hedge funds and large institutions have $6.27B invested in Shift4 in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+15
Holders Change %
+4.44%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
58
Increased
145
Reduced
107
Closed
40
Calls
$98M
Puts
$83.3M
Net Calls
+$14.7M
Net Calls Change
+$130M

Top Buyers

1
DPCM
Darlington Partners Capital Management
California
$190M
2
WA
Wasatch Advisors
Utah
$521M
3
DCP
Durable Capital Partners
Maryland
$541M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$75.1M
5
Boston Partners
Boston Partners
Massachusetts
$106M

Top Sellers

1
Invesco
Invesco
Georgia
$5.23M
2
KCM
Kodai Capital Management
Illinois
$0
3
Millennium Management
Millennium Management
New York
$0
4
Ameriprise
Ameriprise
Minnesota
$185M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONGA
101
O'Neil Global Advisors
California
$5.35M +$5.35M +60,387 New
Invesco
102
Invesco
Georgia
$5.23M -$84.6M -955,144 -94%
Schroder Investment Management Group
103
Schroder Investment Management Group
United Kingdom
$5.07M +$3.35M +38,140 +195%
Citadel Advisors
104
Citadel Advisors
Florida
$5.06M +$5.06M +57,132 +204,043%
Stifel Financial
105
Stifel Financial
Missouri
$5.04M +$631K +7,117 +14%
Deutsche Bank
106
Deutsche Bank
Germany
$4.96M +$4.33M +48,905 +696%
Nordea Investment Management
107
Nordea Investment Management
Sweden
$4.92M -$275K -3,123 -5%
Mitsubishi UFJ Asset Management
108
Mitsubishi UFJ Asset Management
Japan
$4.83M -$2.22M -25,060 -31%
AIMCA
109
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.73M +$631K +7,118 +15%
California State Teachers Retirement System (CalSTRS)
110
California State Teachers Retirement System (CalSTRS)
California
$4.72M -$42K -474 -0.9%
GAM
111
Gotham Asset Management
New York
$4.68M -$835K -9,426 -15%
Nomura Holdings
112
Nomura Holdings
Japan
$4.43M -$7.75M -87,470 -64%
RA
113
Royce & Associates
New York
$4.43M – – –
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$4.42M -$231K -2,611 -5%
BF
115
BOK Financial
Oklahoma
$4.39M +$22.2K +249 +0.5%
Adage Capital Partners
116
Adage Capital Partners
Massachusetts
$4.34M +$4.34M +49,000 New
BSG
117
Black Swift Group
Colorado
$4.32M +$2.99M +33,750 +225%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$4.16M – – –
Luther King Capital Management (LKCM)
119
Luther King Capital Management (LKCM)
Texas
$4.13M +$1.46M +16,460 +55%
Mirae Asset Global ETFs Holdings
120
Mirae Asset Global ETFs Holdings
Hong Kong
$3.73M -$670K -7,559 -15%
GIP
121
Granite Investment Partners
California
$3.53M -$1.06M -11,909 -23%
P8IP
122
Pier 88 Investment Partners
California
$3.43M +$616K +6,950 +22%
Jane Street
123
Jane Street
New York
$3.36M -$15M -169,319 -82%
Macquarie Group
124
Macquarie Group
Australia
$3.35M -$337K -3,803 -9%
OC
125
Oppenheimer & Co
New York
$3.33M +$700K +7,905 +27%
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