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Shift4
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Overview Fund Activity

338 hedge funds and large institutions have $4.98B invested in Shift4 in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 160 increasing their positions, 64 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+17
Holders Change %
+5.3%
% of All Funds
4.92%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
80
Increased
160
Reduced
64
Closed
59
Calls
$329M
Puts
$445M
Net Calls
-$115M
Net Calls Change
-$204M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M
2
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$80.4M
3
EAM
Eagle Asset Management
Florida
$62.9M
4
KCM
Kodai Capital Management
Illinois
$53.8M
5
Millennium Management
Millennium Management
New York
$49.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$51.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$28M
3
FAM
Foxhaven Asset Management
Virginia
$0
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$22.2K
5
First Trust Advisors
First Trust Advisors
Illinois
$9.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$1.24M +$890K +12,130 +252%
RIA
152
Regal Investment Advisors
Michigan
$1.24M +$1.24M +16,849 New
AWM
153
Avitas Wealth Management
California
$1.15M +$405K +5,516 +54%
ASRS
154
Arizona State Retirement System
Arizona
$1.12M +$89K +1,213 +9%
AG
155
Algert Global
California
$1.12M +$311K +4,241 +39%
BSG
156
Black Swift Group
Colorado
$1.1M +$1.1M +15,000 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$1.07M -$307K -4,192 -22%
IP
158
Intellectus Partners
California
$1.07M +$359K +4,900 +51%
VI
159
Vestcor Inc
New Brunswick, Canada
$1.06M +$826K +11,263 +358%
CPA
160
Capital Planning Advisors
California
$1.04M – – –
BA
161
Bridgewater Associates
Connecticut
$1.01M +$1.01M +13,763 New
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$983K +$271K +3,700 +38%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$949K -$1.39M -18,924 -59%
Wolverine Trading
164
Wolverine Trading
Illinois
$923K +$573K +7,818 +164%
EC
165
EdgeRock Capital
Colorado
$917K +$138K +1,881 +18%
HCP
166
Hexagon Capital Partners
Arkansas
$904K – – –
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$881K +$881K +12,006 New
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$876K +$16.9K +230 +2%
FDS
169
First Dallas Securities
Texas
$844K +$14.7K +200 +2%
AB
170
Amalgamated Bank
New York
$817K +$559K +7,631 +217%
JSL
171
JT Stratford LLC
Georgia
$812K +$812K +11,075 New
IWS
172
Insight Wealth Strategies
California
$788K +$54.5K +743 +7%
CAM
173
ClariVest Asset Management
California
$782K -$1.39K -19 -0.2%
PI
174
PEAK6 Investments
Illinois
$752K -$376K -5,125 -33%
B
175
Bailard
California
$750K – – –
5 6
7
8 9