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Shift4
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Overview Fund Activity

289 hedge funds and large institutions have $4.22B invested in Shift4 in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 93 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+57
Holders Change %
+24.57%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
87
Increased
93
Reduced
83
Closed
30
Calls
$380M
Puts
$155M
Net Calls
+$225M
Net Calls Change
+$51.5M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$59.1M
2
DCM
2
Driehaus Capital Management
Illinois
$45.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$41.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$60.6M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$164M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$430M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$181M
4
Citadel Advisors
4
Citadel Advisors
Florida
$19.3M
5
Millennium Management
5
Millennium Management
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
126
EAM Investors
California
$1.9M +$1.9M +25,077 New
IAS
127
IMA Advisory Services
Colorado
$1.9M -$2.44M -32,170 -56%
JPMPWA
128
J.P. Morgan Private Wealth Advisors
California
$1.69M +$1.38M +18,193 +439%
BCM
129
Barometer Capital Management
Ontario, Canada
$1.68M +$1.68M +22,190 New
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$1.67M +$11.4K +150 +0.7%
PCM
131
Penserra Capital Management
California
$1.67M +$604K +7,970 +57%
AIM
132
Aigen Investment Management
New York
$1.67M +$1.67M +22,028 New
AP
133
AtonRa Partners
Switzerland
$1.66M -$426K -5,619 -20%
PFM
134
Premier Fund Managers
United Kingdom
$1.65M +$1.65M +22,676 New
Russell Investments Group
135
Russell Investments Group
United Kingdom
$1.65M +$1.65M +21,768 New
TSS
136
Two Sigma Securities
New York
$1.6M +$1.17M +15,412 +272%
RCM
137
Ratan Capital Management
Florida
$1.59M -$8.33M -109,908 -84%
IP
138
Interval Partners
New York
$1.58M +$1.12M +14,787 +246%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$1.54M -$45K -594 -3%
Jacobs Levy Equity Management
140
Jacobs Levy Equity Management
New Jersey
$1.52M +$1.52M +20,104 New
CM
141
CastleKnight Management
New York
$1.45M +$1.07M +14,100 +282%
Two Sigma Advisers
142
Two Sigma Advisers
New York
$1.39M +$1.39M +18,400 New
CPC
143
Cookson Peirce & Co
Pennsylvania
$1.36M +$1.36M +17,963 New
QT
144
Quantbot Technologies
New York
$1.36M +$1.36M +17,906 New
Squarepoint
145
Squarepoint
New York
$1.34M -$1.63M -21,506 -55%
Ensign Peak Advisors
146
Ensign Peak Advisors
Utah
$1.32M +$26.5K +350 +2%
RC
147
Renaissance Capital
Connecticut
$1.27M -$135K -1,775 -10%
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
$1.26M +$1.12M +131,016 +835%
SG Americas Securities
149
SG Americas Securities
New York
$1.21M +$1.21M +16,006 New
Natixis Advisors
150
Natixis Advisors
Massachusetts
$1.14M +$1.14M +15,063 New
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