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Shift4
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Overview Fund Activity

338 hedge funds and large institutions have $4.98B invested in Shift4 in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 160 increasing their positions, 64 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+17
Holders Change %
+5.3%
% of All Funds
4.92%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
80
Increased
160
Reduced
64
Closed
59
Calls
$329M
Puts
$445M
Net Calls
-$115M
Net Calls Change
-$204M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M
2
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$80.4M
3
EAM
Eagle Asset Management
Florida
$62.9M
4
KCM
Kodai Capital Management
Illinois
$53.8M
5
Millennium Management
Millennium Management
New York
$49.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$51.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$28M
3
FAM
Foxhaven Asset Management
Virginia
$0
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$22.2K
5
First Trust Advisors
First Trust Advisors
Illinois
$9.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$2.24M +$1.27M +17,260 +130%
Luther King Capital Management (LKCM)
127
Luther King Capital Management (LKCM)
Texas
$2.21M +$2.21M +30,178 New
VOYA Investment Management
128
VOYA Investment Management
Georgia
$2.19M +$524K +7,148 +32%
OC
129
Oppenheimer & Co
New York
$2.18M +$2.18M +29,675 New
Barclays
130
Barclays
United Kingdom
$2.17M -$463K -6,320 -18%
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$2.05M -$770K -10,494 -27%
EOJOAM
132
E. Ohman J:or Asset Management
Sweden
$2.05M +$2.05M +27,956 New
HCA
133
Harbour Capital Advisors
Virginia
$2M +$252K +3,410 +14%
MAG
134
Millrace Asset Group
Pennsylvania
$1.97M +$1.97M +26,843 New
IAS
135
IMA Advisory Services
Colorado
$1.93M +$48.9K +666 +3%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$1.92M +$162K +2,203 +9%
EAM
137
EFG Asset Management
Oregon
$1.89M +$320K +4,366 +20%
ETC
138
Exchange Traded Concepts
Oklahoma
$1.82M +$43.1K +588 +2%
Russell Investments Group
139
Russell Investments Group
United Kingdom
$1.76M +$1.36M +18,511 +337%
Mariner
140
Mariner
Kansas
$1.71M +$333K +4,546 +24%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.68M +$176K +2,395 +12%
VVP
142
Venture Visionary Partners
Ohio
$1.65M +$94.8K +1,292 +6%
KeyBank National Association
143
KeyBank National Association
Ohio
$1.5M +$296K +4,033 +25%
LFCM
144
Long Focus Capital Management
Puerto Rico
$1.47M +$1.47M +20,000 New
Schroder Investment Management Group
145
Schroder Investment Management Group
United Kingdom
$1.44M -$8.59M -117,091 -86%
CFM
146
Coronation Fund Managers
South Africa
$1.38M +$1.38M +18,792 New
GS
147
GTS Securities
New York
$1.31M +$1.31M +17,884 New
AU
148
Algebris (UK)
United Kingdom
$1.31M +$1.31M +19,125 New
Citigroup
149
Citigroup
New York
$1.27M -$2.66M -36,325 -68%
CM
150
CastleKnight Management
New York
$1.26M +$682K +9,300 +118%
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