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Shift4
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Overview Fund Activity

207 hedge funds and large institutions have $2.54B invested in Shift4 in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
37
Increased
61
Reduced
81
Closed
33
Calls
$139M
Puts
$12.4M
Net Calls
+$126M
Net Calls Change
+$52M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$191M
2
Millennium Management
2
Millennium Management
New York
$45M
3
Goldman Sachs
3
Goldman Sachs
New York
$59.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$354M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$40.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$44.5M
3
SIG
3
Senator Investment Group
New York
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$954K
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$213K -$1.4M -31,248 -87%
Stifel Financial
152
Stifel Financial
Missouri
$200K -$77.9K -1,744 -28%
Osaic Holdings
153
Osaic Holdings
Arizona
$198K -$11K -247 -5%
SCP
154
Searchlight Capital Partners
New York
$165K -$51.1K -1,143 -24%
MIM
155
MetLife Investment Management
New Jersey
$140K -$6.83K -153 -5%
BFC
156
Banc Funds Company
Illinois
$128K – – –
Group One Trading
157
Group One Trading
Illinois
$105K +$105K +2,362 New
Canada Life
158
Canada Life
Manitoba, Canada
$103K – – –
SWA
159
Sutton Wealth Advisors
Florida
$96.1K +$96.1K +2,154 New
SPIA
160
Steward Partners Investment Advisory
New York
$79K -$15.9K -355 -17%
FF
161
FourThought Financial
Florida
$77K – – –
NIMI
162
Natixis Investment Managers International
France
$69K -$75.4K -1,700 -52%
CA
163
Crewe Advisors
Utah
$69K +$29.8K +670 +76%
TRCT
164
Tower Research Capital (TRC)
New York
$53K -$229K -5,141 -81%
Asset Management One
165
Asset Management One
Japan
$52K -$22K -496 -30%
Parallax Volatility Advisers
166
Parallax Volatility Advisers
California
$50K +$50K +1,121 New
PVH
167
Psagot Value Holdings
Israel
$45K – – –
AAM
168
Advisors Asset Management
Colorado
$39K -$2.19K -49 -5%
AIG
169
American International Group
New York
$35K -$1.59K -36 -4%
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$31K – – –
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$18K -$441 -10 -2%
SWM
172
Spire Wealth Management
Virginia
$16K -$1.1K -25 -6%
RTC
173
Riverview Trust Company
Washington
$16K +$16K +366 New
CWC
174
Carolinas Wealth Consulting
North Carolina
$15K – – –
AWM
175
Activest Wealth Management
Florida
$15K +$15K +345 New
5 6
7
8 9