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Shift4
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Overview Fund Activity

216 hedge funds and large institutions have $4.38B invested in Shift4 in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 63 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+16
Holders Change %
+8%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
79
Reduced
63
Closed
34
Calls
$32M
Puts
$27.4M
Net Calls
+$4.67M
Net Calls Change
-$23.6M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$214M
2
BlackRock
BlackRock
New York
+$96.5M
3
Wells Fargo
Wells Fargo
California
+$80.9M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$62.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$60M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$93.6M
2
Goldman Sachs
Goldman Sachs
New York
-$64.2M
3
JCAM
Jericho Capital Asset Management
New York
-$50.1M
4
Victory Capital Management
Victory Capital Management
Texas
-$29.6M
5
CCM
CAAS Capital Management
New York
-$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
151
SkyOak Wealth
Michigan
$448K – – –
TRCT
152
Tower Research Capital (TRC)
New York
$446K -$157K -1,680 -26%
Principal Financial Group
153
Principal Financial Group
Iowa
$438K +$438K +4,676 New
SC
154
Scotia Capital
Ontario, Canada
$403K +$403K +4,300 New
PVH
155
Psagot Value Holdings
Israel
$401K +$401K +4,275 New
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$400K +$3.57K +38 +0.9%
HighTower Advisors
157
HighTower Advisors
Illinois
$400K +$37.4K +397 +10%
RIA
158
Regal Investment Advisors
Michigan
$396K +$396K +4,226 New
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$394K +$59.9K +639 +18%
DFCM
160
Dark Forest Capital Management
Puerto Rico
$360K +$360K +3,842 New
SWM
161
Spire Wealth Management
Virginia
$347K -$56.3K -600 -14%
JAM
162
Jupiter Asset Management
United Kingdom
$339K +$339K +3,627 New
SPC
163
Sigma Planning Corp
Michigan
$328K +$328K +3,500 New
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$296K +$46.5K +496 +19%
MSRPS
165
Maryland State Retirement & Pension System
Maryland
$295K +$295K +3,056 New
Vontobel Holding
166
Vontobel Holding
Switzerland
$280K -$56.2K -600 -17%
MLICM
167
Metropolitan Life Insurance Company (MetLife)
New York
$279K +$279K +2,973 New
CIBC Asset Management
168
CIBC Asset Management
Ontario, Canada
$277K – – –
FC
169
FORA Capital
Florida
$274K +$39.3K +419 +17%
VFM
170
Vivid Financial Management
California
$268K -$96.9K -1,035 -27%
CSS
171
Cubist Systematic Strategies
Connecticut
$261K +$96.1K +1,026 +58%
MAM
172
Morse Asset Management
Connecticut
$258K +$258K +2,750 New
RJFSA
173
Raymond James Financial Services Advisors
Florida
$255K -$35.7K -381 -12%
NIMI
174
Natixis Investment Managers International
France
$253K +$253K +2,700 New
VPIM
175
Vanguard Personalized Indexing Management
California
$239K +$239K +2,555 New
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