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Shift4
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Overview Fund Activity

221 hedge funds and large institutions have $3.39B invested in Shift4 in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-5
Holders Change %
-2.21%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
83
Reduced
73
Closed
48
Calls
$88.2M
Puts
$45.5M
Net Calls
+$42.7M
Net Calls Change
-$54.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$84.5M
2
TCG
Tremblant Capital Group
Florida
+$74M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$70.8M
4
DCP
Durable Capital Partners
Maryland
+$48.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$95.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$52.2M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$26.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$22M
5
LPL Financial
LPL Financial
California
-$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
126
Cutler Group
California
$557K +$436K +7,054 +361%
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$538K +$18.6K +300 +4%
UBS Group
128
UBS Group
Switzerland
$473K -$63.8K -1,033 -12%
VRS
129
Virginia Retirement Systems
Virginia
$471K -$112K -1,800 -19%
BC
130
Brookfield Corp
Ontario, Canada
$463K +$463K +7,479 New
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$446K – – –
SIC
132
Salem Investment Counselors
North Carolina
$443K -$490K -7,916 -53%
BBHC
133
Brown Brothers Harriman & Co
New York
$441K +$95.9K +1,549 +28%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$423K +$95.2K +1,530 +29%
Stifel Financial
135
Stifel Financial
Missouri
$417K -$94.6K -1,528 -18%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$408K -$22M -355,474 -98%
BCM
137
Bayesian Capital Management
New York
$395K +$395K +6,375 New
CM
138
CastleKnight Management
New York
$390K +$118K +1,900 +43%
Parallax Volatility Advisers
139
Parallax Volatility Advisers
California
$389K -$593K -9,573 -60%
HighTower Advisors
140
HighTower Advisors
Illinois
$385K +$4.9K +79 +1%
Creative Planning
141
Creative Planning
Kansas
$375K +$375K +6,048 New
Verition Fund Management
142
Verition Fund Management
Connecticut
$371K +$52.6K +849 +17%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$368K +$59.4K +958 +19%
Macquarie Group
144
Macquarie Group
Australia
$366K +$25.7K +414,846 +8%
Osaic Holdings
145
Osaic Holdings
Arizona
$361K -$26.4K -341 -7%
UCFA
146
United Capital Financial Advisors
Texas
$355K +$355K +5,736 New
MIC
147
Maxi Investments CY
Cyprus
$343K – – –
Public Employees Retirement Association of Colorado
148
Public Employees Retirement Association of Colorado
Colorado
$340K – – –
P
149
&Partners
Tennessee
$305K -$9.6K -155 -3%
WG
150
Winton Group
United Kingdom
$304K -$41.7K -673 -12%
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