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Shift4
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Overview Fund Activity

205 hedge funds and large institutions have $1.9B invested in Shift4 in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-16
Holders Change %
-7.24%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
36
Increased
81
Reduced
63
Closed
46
Calls
$98.4M
Puts
$24.2M
Net Calls
+$74.2M
Net Calls Change
+$31.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$244M
2
Citadel Advisors
Citadel Advisors
Florida
$41.5M
3
DCP
Durable Capital Partners
Maryland
$105M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$27.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$10.8M

Top Sellers

1
SCA
Southpoint Capital Advisors
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$18.6M
3
RA
Royce & Associates
New York
$0
4
NCL
Nishkama Capital LLC
Puerto Rico
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
126
Wolverine Trading
Illinois
$330K -$249K -7,010 -43%
XT
127
XTX Topco
Cayman Islands
$325K +$325K +9,833 New
Ensign Peak Advisors
128
Ensign Peak Advisors
Utah
$307K +$20.2K +610 +7%
CSS
129
Cubist Systematic Strategies
Connecticut
$290K -$66.5K -2,011 -19%
Principal Financial Group
130
Principal Financial Group
Iowa
$239K +$94.2K +2,846 +65%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$238K – – –
UBS Group
132
UBS Group
Switzerland
$235K -$18K -545 -7%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$234K -$77.6K -2,351 -25%
EC
134
EdgeRock Capital
Colorado
$226K +$226K +6,833 New
KeyBank National Association
135
KeyBank National Association
Ohio
$213K +$213K +6,432 New
BCM
136
Bayesian Capital Management
New York
$211K – – –
TRCT
137
Tower Research Capital (TRC)
New York
$209K +$165K +5,010 +380%
Creative Planning
138
Creative Planning
Kansas
$208K +$8.45K +256 +4%
Stifel Financial
139
Stifel Financial
Missouri
$206K -$17.1K -515 -8%
X
140
Xponance
Pennsylvania
$206K +$45.4K +1,374 +28%
HighTower Advisors
141
HighTower Advisors
Illinois
$203K -$2.62K -79 -1%
SIC
142
Salem Investment Counselors
North Carolina
$202K -$34.3K -1,040 -15%
HSBC Holdings
143
HSBC Holdings
United Kingdom
$201K -$25.8K -774 -11%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$196K – – –
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$181K – – –
SCP
146
Searchlight Capital Partners
New York
$160K -$227K -6,870 -59%
Osaic Holdings
147
Osaic Holdings
Arizona
$156K +$1.46K +44 +0.9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
148
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152K +$152K +4,604 New
Walleye Trading
149
Walleye Trading
New York
$127K +$127K +3,850 New
MIM
150
MetLife Investment Management
New Jersey
$109K +$16.7K +506 +18%
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