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Shift4
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Overview Fund Activity

289 hedge funds and large institutions have $4.22B invested in Shift4 in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 93 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+57
Holders Change %
+24.57%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
87
Increased
93
Reduced
83
Closed
30
Calls
$380M
Puts
$155M
Net Calls
+$225M
Net Calls Change
+$51.5M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$59.1M
2
DCM
2
Driehaus Capital Management
Illinois
$45.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$41.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$60.6M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$164M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$430M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$181M
4
Citadel Advisors
4
Citadel Advisors
Florida
$19.3M
5
Millennium Management
5
Millennium Management
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
151
Arizona State Retirement System
Arizona
$1.11M +$67.7K +893 +7%
ACM
152
Aquatic Capital Management
Illinois
$1.08M +$1.08M +14,200 New
JC
153
JCSD Capital
California
$1.06M -$985K -13,000 -48%
Fidelity International
154
Fidelity International
Bermuda
$1.06M -$455K -6,000 -30%
Deutsche Bank
155
Deutsche Bank
Germany
$1.03M -$293K -3,860 -22%
CAM
156
ClariVest Asset Management
California
$1.02M +$1.02M +13,509 New
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$1.02M +$1.02M +13,485 New
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$1.02M +$552K +7,283 +118%
Connor, Clark & Lunn Investment Management (CC&L)
159
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$942K +$942K +12,429 New
AWM
160
AE Wealth Management
Kansas
$919K -$174K -2,295 -16%
EC
161
EdgeRock Capital
Colorado
$909K +$909K +11,986 New
Neuberger Berman Group
162
Neuberger Berman Group
New York
$857K +$30.2K +398 +4%
AB
163
Amalgamated Bank
New York
$802K -$93.9K -1,240 -10%
KI
164
Kula Investments
Illinois
$792K +$792K +10,444 New
OAM
165
Oppenheimer Asset Management
New York
$774K +$774K +10,216 New
SO
166
STRS Ohio
Ohio
$689K +$689K +9,098 New
CG
167
Cutler Group
California
$681K +$537K +7,085 +371%
WG
168
Winton Group
United Kingdom
$679K +$679K +8,962 New
OC
169
Oppenheimer & Co
New York
$676K +$676K +8,912 New
Group One Trading
170
Group One Trading
Illinois
$652K +$652K +8,595 New
DTL
171
Dynamic Technology Lab
Singapore
$615K +$615K +8,110 New
JWCA
172
J.W. Cole Advisors
Florida
$607K +$607K +8,008 New
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$571K -$211K -2,785 -27%
PMEF
174
Point72 Middle East FZE
United Arab Emirates
$565K +$532K +7,025 +1,622%
FC
175
FORA Capital
Florida
$561K +$561K +7,404 New
5 6
7
8 9