FOUR icon

Shift4
FOUR

Overview Fund Activity

200 hedge funds and large institutions have $3.55B invested in Shift4 in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+10
Holders Change %
+5.26%
% of All Funds
3.52%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
46
Increased
75
Reduced
61
Closed
36
Calls
$51.2M
Puts
$22.9M
Net Calls
+$28.3M
Net Calls Change
+$25.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$204M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$93.6M
3
Macquarie Group
3
Macquarie Group
Australia
$95.6M
4
BlackRock
4
BlackRock
New York
$192M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$217M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$42.7M
2
BCPEMI
2
Bain Capital Public Equity Management II
Massachusetts
$0
3
UBS AM
3
UBS AM
Illinois
$30M
4
MCM
4
Melvin Capital Management
New York
$0
5
SPPAM
5
Summit Partners Public Asset Management
Massachusetts
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
151
HighTower Advisors
Illinois
$316K +$39.5K +481 +14%
Citigroup
152
Citigroup
New York
$315K +$184K +2,245 +140%
SEI Investments
153
SEI Investments
Pennsylvania
$303K +$15.4K +188 +5%
Vontobel Holding
154
Vontobel Holding
Switzerland
$294K +$294K +3,589 New
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$292K +$292K +3,564 New
RCAG
156
Rehmann Capital Advisory Group
Michigan
$287K +$287K +3,503 New
SPIA
157
Steward Partners Investment Advisory
New York
$282K -$5.74K -70 -2%
Legal & General Group
158
Legal & General Group
United Kingdom
$271K +$155K +1,884 +133%
RJFSA
159
Raymond James Financial Services Advisors
Florida
$254K +$31.3K +382 +14%
Capstone Investment Advisors
160
Capstone Investment Advisors
New York
$249K -$82K -1,000 -25%
CIBC Asset Management
161
CIBC Asset Management
Ontario, Canada
$242K +$242K +2,952 New
PAMU
162
Pictet Asset Management (UK)
United Kingdom
$238K – – –
PC
163
Provenire Capital
Minnesota
$238K +$238K +2,900 New
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$218K -$116K -1,418 -35%
FC
165
FORA Capital
Florida
$205K +$16K +195 +8%
QT
166
Quantbot Technologies
New York
$182K +$182K +2,220 New
Canada Life
167
Canada Life
Manitoba, Canada
$179K +$48.7K +599 +37%
MS
168
Maven Securities
Jersey
$169K +$169K +2,055 New
CSS
169
Cubist Systematic Strategies
Connecticut
$144K +$144K +1,761 New
Walleye Trading
170
Walleye Trading
New York
$136K +$136K +1,663 New
IAIM
171
International Assets Investment Management
Florida
$110K +$55K +700 +100%
CFD
172
Creative Financial Designs
Indiana
$106K -$47.2K -575 -31%
Asset Management One
173
Asset Management One
Japan
$85K -$12.4K -152 -13%
CG
174
Cutler Group
California
$82K -$327K -3,989 -80%
EWA
175
Evolution Wealth Advisors
Florida
$82K +$82K +1,004 New
5 6
7
8 9