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Shift4
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Overview Fund Activity

232 hedge funds and large institutions have $3.2B invested in Shift4 in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 76 increasing their positions, 65 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+25
Holders Change %
+12.08%
% of All Funds
3.74%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
64
Increased
76
Reduced
65
Closed
36
Calls
$215M
Puts
$41.5M
Net Calls
+$173M
Net Calls Change
+$47.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$171M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$29.9M
3
SRFM
3
Shannon River Fund Management
New York
$22.9M
4
SSA
4
Schonfeld Strategic Advisors
New York
$22M
5
Victory Capital Management
5
Victory Capital Management
Texas
$28M

Top Sellers

1
TCG
1
Tremblant Capital Group
Florida
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$388M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$32.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$52.9M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMS
151
Pictet Asset Management (Switzerland)
Switzerland
$324K +$324K +5,799 New
PCM
152
Prelude Capital Management
New York
$321K +$321K +5,737 New
TSS
153
Two Sigma Securities
New York
$317K +$317K +5,674 New
MIC
154
Maxi Investments CY
Cyprus
$310K – – –
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$307K – – –
SPC
156
Sigma Planning Corp
Michigan
$304K +$304K +5,442 New
RIA
157
Regal Investment Advisors
Michigan
$294K +$13.8K +247 +5%
CM
158
CastleKnight Management
New York
$280K -$794K -14,200 -74%
Osaic Holdings
159
Osaic Holdings
Arizona
$269K +$18.6K +333 +7%
IEFM
160
IQ EQ Fund Management
Ireland
$253K -$30.8K -551 -11%
SPM
161
Symmetry Peak Management
Pennsylvania
$252K +$252K +4,500 New
SC
162
Scotia Capital
Ontario, Canada
$240K +$240K +4,300 New
JPMPWA
163
J.P. Morgan Private Wealth Advisors
California
$232K +$232K +4,142 New
American Century Companies
164
American Century Companies
Missouri
$229K +$229K +4,101 New
MSRPS
165
Maryland State Retirement & Pension System
Maryland
$222K +$222K +3,967 New
BRWA
166
B. Riley Wealth Advisors
Florida
$201K +$201K +3,599 New
MIM
167
MetLife Investment Management
New Jersey
$171K -$4.53K -81 -3%
BFC
168
Banc Funds Company
Illinois
$161K – – –
CMF
169
Counterpoint Mutual Funds
California
$154K +$154K +2,748 New
Canada Life
170
Canada Life
Manitoba, Canada
$131K – – –
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$107K +$107K +1,928 New
CG
172
Cutler Group
California
$106K -$186K -3,344 -64%
CF
173
Centaurus Financial
California
$104K +$104K +1,861 New
SPIA
174
Steward Partners Investment Advisory
New York
$98K -$559 -10 -0.6%
SIC
175
Salem Investment Counselors
North Carolina
$88K -$217K -3,875 -71%
5 6
7
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