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Shift4
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Overview Fund Activity

353 hedge funds and large institutions have $6.27B invested in Shift4 in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+15
Holders Change %
+4.44%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
58
Increased
145
Reduced
107
Closed
40
Calls
$98M
Puts
$83.3M
Net Calls
+$14.7M
Net Calls Change
+$130M

Top Buyers

1
DPCM
Darlington Partners Capital Management
California
$190M
2
WA
Wasatch Advisors
Utah
$521M
3
DCP
Durable Capital Partners
Maryland
$541M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$75.1M
5
Boston Partners
Boston Partners
Massachusetts
$106M

Top Sellers

1
Invesco
Invesco
Georgia
$5.23M
2
KCM
Kodai Capital Management
Illinois
$0
3
Millennium Management
Millennium Management
New York
$0
4
Ameriprise
Ameriprise
Minnesota
$185M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
151
Wolverine Trading
Illinois
$1.74M +$636K +7,243 +58%
Corient Private Wealth
152
Corient Private Wealth
Florida
$1.67M +$1.21M +13,629 +261%
CFM
153
Coronation Fund Managers
South Africa
$1.66M – – –
CM
154
Caption Management
Oklahoma
$1.59M +$1.59M +18,000 New
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
$1.58M +$81K +914 +5%
Group One Trading
156
Group One Trading
Illinois
$1.54M +$1.36M +15,312 +728%
CM
157
CastleKnight Management
New York
$1.52M – – –
IP
158
Intellectus Partners
California
$1.48M +$195K +2,200 +15%
Russell Investments Group
159
Russell Investments Group
United Kingdom
$1.44M -$690K -7,793 -32%
ASRS
160
Arizona State Retirement System
Arizona
$1.42M +$69.8K +788 +5%
JSL
161
JT Stratford LLC
Georgia
$1.41M +$431K +4,865 +44%
LOAME
162
Lombard Odier Asset Management (Europe)
United Kingdom
$1.39M -$1.35M -15,209 -49%
AWM
163
Avitas Wealth Management
California
$1.39M -$620 -7 -0%
GS
164
GTS Securities
New York
$1.33M -$253K -2,857 -16%
MML Investors Services
165
MML Investors Services
Massachusetts
$1.3M +$1.3M +14,699 New
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$1.29M +$503K +5,674 +63%
Citigroup
167
Citigroup
New York
$1.28M -$249K -2,812 -16%
Handelsbanken Fonder
168
Handelsbanken Fonder
Sweden
$1.19M – – –
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$1.16M -$130K -1,466 -10%
RA
170
Rational Advisors
New York
$1.14M +$1.14M +12,900 New
RJFSA
171
Raymond James Financial Services Advisors
Florida
$1.12M -$26K -293 -2%
EC
172
EdgeRock Capital
Colorado
$1.11M – – –
MMEA
173
Main Management ETF Advisors
California
$1.1M +$1.1M +12,416 New
SO
174
STRS Ohio
Ohio
$1.09M +$1.09M +12,292 New
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$1.06M +$5.58K +63 +0.5%
5 6
7
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