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Shift4
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Overview Fund Activity

306 hedge funds and large institutions have $4.49B invested in Shift4 in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 84 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+55
Holders Change %
+21.91%
% of All Funds
4.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
88
Increased
84
Reduced
105
Closed
30
Calls
$410M
Puts
$199M
Net Calls
+$210M
Net Calls Change
+$110M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
WA
2
Wasatch Advisors
Utah
$191M
3
Jennison Associates
3
Jennison Associates
New York
$219M
4
DCP
4
Durable Capital Partners
Maryland
$355M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$87.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$101M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$308M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$52.8M
4
Millennium Management
4
Millennium Management
New York
$124M
5
SIG
5
Senator Investment Group
New York
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
126
Oppenheimer Asset Management
New York
$2.44M +$338K +4,552 +16%
AIMCA
127
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.39M +$582K +7,835 +32%
RHJA
128
Rice Hall James & Associates
California
$2.24M +$2.24M +30,104 New
IP
129
Interval Partners
New York
$2.19M +$2.19M +29,426 New
HAIM
130
Hunter Associates Investment Management
Pennsylvania
$2.17M +$1.23M +16,496 +131%
BF
131
BOK Financial
Oklahoma
$2.1M +$14.9K +200 +0.7%
PSC
132
Portman Square Capital
United Kingdom
$2.02M -$5.02M -67,493 -71%
IAS
133
IMA Advisory Services
Colorado
$2.02M -$153K -2,059 -7%
Boston Partners
134
Boston Partners
Massachusetts
$1.84M -$67.7K -911 -4%
HCMT
135
Highland Capital Management (Tennessee)
Tennessee
$1.79M -$6.62K -89 -0.4%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$1.77M -$6.69K -90 -0.4%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$1.74M -$73.5K -989 -4%
Truist Financial
138
Truist Financial
North Carolina
$1.7M +$34.6K +466 +2%
BHCM
139
Brevan Howard Capital Management
Jersey
$1.69M +$1.2M +16,112 +244%
JGC
140
J. Goldman & Co
New York
$1.67M -$2.43M -32,697 -59%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.67M +$23K +310 +1%
DTL
142
Dynamic Technology Lab
Singapore
$1.6M +$1.6M +21,557 New
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$1.54M +$305K +4,101 +25%
SG Americas Securities
144
SG Americas Securities
New York
$1.54M +$319K +4,297 +26%
DF
145
Donoghue Forlines
Massachusetts
$1.51M +$1.51M +20,261 New
EAM
146
EFG Asset Management
Oregon
$1.5M -$62.6K -843 -4%
HT
147
HAP Trading
New York
$1.49M +$1.49M +20,078 New
RCAP
148
Resolute Capital Asset Partners
Colorado
$1.49M +$1.49M +20,000 New
Osaic Holdings
149
Osaic Holdings
Arizona
$1.45M +$774K +10,412 +114%
SEC
150
Seven Eight Capital
New York
$1.44M +$1.44M +19,348 New
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