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Shift4
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Overview Fund Activity

216 hedge funds and large institutions have $4.38B invested in Shift4 in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 63 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+16
Holders Change %
+8%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
79
Reduced
63
Closed
34
Calls
$32M
Puts
$27.4M
Net Calls
+$4.67M
Net Calls Change
-$23.6M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$323M
2
BlackRock
BlackRock
New York
$316M
3
Wells Fargo
Wells Fargo
California
$87.7M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$62.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$293M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
Goldman Sachs
Goldman Sachs
New York
$53.5M
3
JCAM
Jericho Capital Asset Management
New York
$0
4
Victory Capital Management
Victory Capital Management
Texas
$29.7M
5
CCM
CAAS Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
126
Wolverine Trading
Illinois
$1.11M +$124K +1,310 +13%
SCP
127
Searchlight Capital Partners
New York
$1.1M +$214K +2,286 +24%
RJA
128
Raymond James & Associates
Florida
$1.08M -$212K -2,258 -16%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$1.01M +$308K +3,286 +44%
AB
130
Amalgamated Bank
New York
$981K +$981K +10,466 New
Legal & General Group
131
Legal & General Group
United Kingdom
$933K +$624K +6,657 +202%
ASRS
132
Arizona State Retirement System
Arizona
$911K +$20.5K +219 +2%
Dimensional Fund Advisors
133
Dimensional Fund Advisors
Texas
$896K +$39.5K +422 +5%
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$835K +$226K +2,413 +37%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$827K +$803K +8,463 +3,385%
SSA
136
Schonfeld Strategic Advisors
New York
$693K -$2.57M -27,400 -79%
MWNA
137
Marshall Wace North America
New York
$681K +$681K +7,261 New
Jane Street
138
Jane Street
New York
$674K +$26K +278 +4%
PP
139
Paloma Partners
Connecticut
$624K +$624K +6,660 New
PHK
140
Point72 Hong Kong
Hong Kong
$612K +$611K +6,516 +72,400%
Lazard Asset Management
141
Lazard Asset Management
New York
$562K +$562K +6,000 New
JC
142
JCSD Capital
California
$562K +$562K +6,000 New
Squarepoint
143
Squarepoint
New York
$549K -$483K -5,154 -47%
Envestnet Asset Management
144
Envestnet Asset Management
Illinois
$537K -$309K -3,298 -37%
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$514K – – –
HSBC Holdings
146
HSBC Holdings
United Kingdom
$488K +$488K +5,144 New
VF
147
Virtu Financial
New York
$482K -$308K -3,292 -39%
MA
148
MYDA Advisors
New York
$469K +$469K +5,000 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$463K -$69.1K -738 -13%
X
150
Xponance
Pennsylvania
$463K +$463K +4,944 New
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