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Shift4
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Overview Fund Activity

306 hedge funds and large institutions have $4.49B invested in Shift4 in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 84 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+55
Holders Change %
+21.91%
% of All Funds
4.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
88
Increased
84
Reduced
105
Closed
30
Calls
$410M
Puts
$199M
Net Calls
+$210M
Net Calls Change
+$110M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
WA
2
Wasatch Advisors
Utah
$191M
3
Jennison Associates
3
Jennison Associates
New York
$219M
4
DCP
4
Durable Capital Partners
Maryland
$355M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$87.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$101M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$308M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$52.8M
4
Millennium Management
4
Millennium Management
New York
$124M
5
SIG
5
Senator Investment Group
New York
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
151
Penserra Capital Management
California
$1.42M -$38.8K -522 -3%
EP
152
Edgestream Partners
New Jersey
$1.42M +$535K +7,190 +61%
HCA
153
Harbour Capital Advisors
Virginia
$1.42M +$364K +5,160 +35%
Ensign Peak Advisors
154
Ensign Peak Advisors
Utah
$1.36M +$70.6K +950 +5%
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
$1.32M -$33.5K -451 -2%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$1.3M -$653K -8,785 -33%
JC
157
JCSD Capital
California
$1.26M -$743K -10,000 -37%
ZIM
158
Zacks Investment Management
Illinois
$1.22M +$1.22M +16,450 New
GCP
159
GSA Capital Partners
United Kingdom
$1.19M +$783K +10,531 +193%
Fidelity International
160
Fidelity International
Bermuda
$1.16M – – –
AFA
161
Abacus FCF Advisors
Florida
$1.14M +$1.14M +15,277 New
Mariner
162
Mariner
Kansas
$1.1M +$53.4K +718 +5%
ASRS
163
Arizona State Retirement System
Arizona
$1.06M -$34.9K -469 -3%
AB
164
Amalgamated Bank
New York
$928K -$232K -3,125 -20%
Lazard Asset Management
165
Lazard Asset Management
New York
$923K +$923K +12,416 +413,867%
FDS
166
First Dallas Securities
Texas
$918K -$12M -161,403 -93%
HCP
167
Hexagon Capital Partners
Arkansas
$916K +$916K +12,328 New
OMC
168
Old Mission Capital
Illinois
$906K +$906K +12,186 New
ACM
169
Aquatic Capital Management
Illinois
$885K -$4.55M -61,200 -84%
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$844K +$8.1K +109 +1%
TSS
171
Two Sigma Securities
New York
$842K +$842K +11,325 New
AP
172
AtonRa Partners
Switzerland
$829K -$179K -2,410 -18%
AG
173
Algert Global
California
$816K +$816K +10,970 New
Commonwealth Equity Services
174
Commonwealth Equity Services
Massachusetts
$811K +$198K +2,662 +32%
EC
175
EdgeRock Capital
Colorado
$806K -$45K -592 -5%
5 6
7
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