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Shift4
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Overview Fund Activity

205 hedge funds and large institutions have $1.9B invested in Shift4 in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-16
Holders Change %
-7.24%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
36
Increased
81
Reduced
63
Closed
46
Calls
$98.4M
Puts
$24.2M
Net Calls
+$74.2M
Net Calls Change
+$31.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$244M
2
Citadel Advisors
Citadel Advisors
Florida
$41.5M
3
DCP
Durable Capital Partners
Maryland
$105M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$27.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$10.8M

Top Sellers

1
SCA
Southpoint Capital Advisors
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$18.6M
3
RA
Royce & Associates
New York
$0
4
NCL
Nishkama Capital LLC
Puerto Rico
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIMI
151
Natixis Investment Managers International
France
$107K -$49.3K -1,501 -32%
ICM
152
Infini Capital Management
Hong Kong
$98K +$98K +2,960 New
BFC
153
Banc Funds Company
Illinois
$95K – – –
Canada Life
154
Canada Life
Manitoba, Canada
$77K – – –
SPIA
155
Steward Partners Investment Advisory
New York
$70K -$23.7K -716 -25%
FF
156
FourThought Financial
Florida
$57K +$4.65K +140 +9%
Asset Management One
157
Asset Management One
Japan
$55K +$17.7K +538 +48%
CG
158
Cutler Group
California
$52K -$243K -7,418 -82%
WAM
159
Wolverine Asset Management
Illinois
$45K – – –
NICM
160
Neo Ivy Capital Management
New York
$34K +$34K +1,043 New
PVH
161
Psagot Value Holdings
Israel
$33K -$46.2K -1,400 -58%
AAM
162
Advisors Asset Management
Colorado
$30K -$717 -22 -2%
CA
163
Crewe Advisors
Utah
$29K +$29K +882 New
AIG
164
American International Group
New York
$27K +$392 +12 +1%
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$23K – – –
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$18K +$8.4K +253 +88%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$17K +$11.5K +351 +211%
EC
168
Elequin Capital
New York
$16K -$200 -6 -1%
DFCM
169
Dark Forest Capital Management
Puerto Rico
$15K -$125K -3,897 -89%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$14K +$10.6K +316 +310%
SWM
171
Spire Wealth Management
Virginia
$13K +$13K +390 New
CWC
172
Carolinas Wealth Consulting
North Carolina
$11K – – –
HCM
173
Highlander Capital Management
New Jersey
$10K -$60.7K -1,820 -86%
BWP
174
Baldwin Wealth Partners
Massachusetts
$8K – – –
CCM
175
Covington Capital Management
California
$6K – – –
5 6
7
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