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Shift4
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Overview Fund Activity

221 hedge funds and large institutions have $3.39B invested in Shift4 in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-5
Holders Change %
-2.21%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
83
Reduced
73
Closed
48
Calls
$88.2M
Puts
$45.5M
Net Calls
+$42.7M
Net Calls Change
-$54.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$84.5M
2
TCG
Tremblant Capital Group
Florida
+$74M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$70.8M
4
DCP
Durable Capital Partners
Maryland
+$48.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$95.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$52.2M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$26.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$22M
5
LPL Financial
LPL Financial
California
-$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
151
Xponance
Pennsylvania
$301K +$10K +162 +3%
NIMI
152
Natixis Investment Managers International
France
$294K +$145K +2,351 +98%
RIA
153
Regal Investment Advisors
Michigan
$288K -$19.7K -318 -6%
AIM
154
Aigen Investment Management
New York
$277K +$277K +4,475 New
Principal Financial Group
155
Principal Financial Group
Iowa
$271K -$25.8K -416 -9%
DFCM
156
Dark Forest Capital Management
Puerto Rico
$270K +$251K +4,061 +1,340%
SC
157
Scotia Capital
Ontario, Canada
$266K -$310 -5 -0.1%
Walleye Capital
158
Walleye Capital
New York
$232K -$763K -12,335 -77%
EWA
159
Evolution Wealth Advisors
Florida
$220K -$23.7K -370 -10%
SPC
160
Sigma Planning Corp
Michigan
$217K – – –
CIBC Asset Management
161
CIBC Asset Management
Ontario, Canada
$216K – – –
TI
162
Tidal Investments
Wisconsin
$212K +$212K +3,417 New
SEI Investments
163
SEI Investments
Pennsylvania
$204K -$19.5K -314 -9%
JG
164
Jefferies Group
New York
$203K -$633K -10,222 -76%
PAMS
165
Pictet Asset Management (Switzerland)
Switzerland
$201K +$201K +3,246 New
Lazard Asset Management
166
Lazard Asset Management
New York
$185K +$61.8K +1,003 +50%
BFC
167
Banc Funds Company
Illinois
$178K +$178K +2,880 New
SPIA
168
Steward Partners Investment Advisory
New York
$175K -$12.7K -205 -7%
MIM
169
MetLife Investment Management
New Jersey
$172K +$172K +2,778 New
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$153K -$946K -14,518 -86%
Canada Life
171
Canada Life
Manitoba, Canada
$153K +$26.7K +405 +21%
PVH
172
Psagot Value Holdings
Israel
$149K -$116K -1,875 -44%
HCM
173
Highlander Capital Management
New Jersey
$131K -$11.1K -180 -8%
FF
174
FourThought Financial
Florida
$98K +$18.1K +292 +23%
WAM
175
Wolverine Asset Management
Illinois
$85K – – –
5 6
7
8 9