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Shift4
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Overview Fund Activity

200 hedge funds and large institutions have $3.55B invested in Shift4 in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+10
Holders Change %
+5.26%
% of All Funds
3.52%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
46
Increased
75
Reduced
61
Closed
36
Calls
$51.2M
Puts
$22.9M
Net Calls
+$28.3M
Net Calls Change
+$25.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$204M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$93.6M
3
Macquarie Group
3
Macquarie Group
Australia
$95.6M
4
BlackRock
4
BlackRock
New York
$192M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$217M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$42.7M
2
BCPEMI
2
Bain Capital Public Equity Management II
Massachusetts
$0
3
UBS AM
3
UBS AM
Illinois
$30M
4
MCM
4
Melvin Capital Management
New York
$0
5
SPPAM
5
Summit Partners Public Asset Management
Massachusetts
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
176
FourThought Financial
Florida
$68K -$2.85K -35 -4%
AS
177
Altshuler Shaham
Israel
$27K +$5.35K +65 +25%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$25K -$15K -150 -38%
NFG
179
Next Financial Group
Texas
$18K +$16.4K +200 +1,000%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$14K – – –
CCM
181
Covington Capital Management
California
$14K – – –
S
182
SignatureFD
Georgia
$14K +$14K +165 New
VFA
183
Valeo Financial Advisors
Indiana
$12K -$8.45K -100 -41%
Parallax Volatility Advisers
184
Parallax Volatility Advisers
California
$10K -$46.1K -581 -82%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
US Bancorp
186
US Bancorp
Minnesota
$9K +$9K +113 New
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$8K – – –
PA
188
Parallel Advisors
California
$6K +$6K +70 New
GEA
189
Glen Eagle Advisors
New Jersey
$5.33K – – –
GAM
190
Gemmer Asset Management
California
$5K – – –
APA
191
American Portfolios Advisors
New York
$4.1K – – –
BAM
192
Bellevue Asset Management
Washington
$4K -$455 -5 -10%
Bank Julius Baer & Co
193
Bank Julius Baer & Co
Switzerland
$4K +$667 +8 +20%
ADIM
194
Alpha DNA Investment Management
Maryland
$3K -$3.88K -62 -56%
CFB
195
Cullen/Frost Bankers
Texas
$3K – – –
HI
196
Hudock Inc
Pennsylvania
$2K +$2K +33 New
PHK
197
Point72 Hong Kong
Hong Kong
$1K +$1K +9 New
Walleye Capital
198
Walleye Capital
New York
$202 -$84 -1,018 -29%
BCPEMI
199
Bain Capital Public Equity Management II
Massachusetts
– -$48.8M -647,317 Closed
MCM
200
Melvin Capital Management
New York
– -$37.8M -501,000 Closed
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