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Shift4
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Overview Fund Activity

216 hedge funds and large institutions have $4.38B invested in Shift4 in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 63 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+16
Holders Change %
+8%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
79
Reduced
63
Closed
34
Calls
$32M
Puts
$27.4M
Net Calls
+$4.67M
Net Calls Change
-$23.6M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$323M
2
BlackRock
BlackRock
New York
$316M
3
Wells Fargo
Wells Fargo
California
$87.7M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$62.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$293M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
Goldman Sachs
Goldman Sachs
New York
$53.5M
3
JCAM
Jericho Capital Asset Management
New York
$0
4
Victory Capital Management
Victory Capital Management
Texas
$29.7M
5
CCM
CAAS Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMU
176
Pictet Asset Management (UK)
United Kingdom
$237K -$34.3K -367 -13%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$234K +$234K +2,500 New
SPIA
178
Steward Partners Investment Advisory
New York
$212K -$110K -1,175 -34%
KAS
179
Kestra Advisory Services
Texas
$212K +$212K +2,258 New
URS
180
Utah Retirement Systems
Utah
$206K +$206K +2,200 New
Canada Life
181
Canada Life
Manitoba, Canada
$179K -$26.7K -286 -13%
Walleye Trading
182
Walleye Trading
New York
$172K +$16K +171 +10%
EWA
183
Evolution Wealth Advisors
Florida
$152K +$57.7K +614 +61%
CFD
184
Creative Financial Designs
Indiana
$127K +$5.82K +62 +5%
Parallax Volatility Advisers
185
Parallax Volatility Advisers
California
$105K +$93.2K +997 +791%
Asset Management One
186
Asset Management One
Japan
$96K -$1.97K -21 -2%
PCM
187
Pinz Capital Management
New York
$94K +$94K +1,000 New
US Bancorp
188
US Bancorp
Minnesota
$90K +$79.4K +845 +748%
FF
189
FourThought Financial
Florida
$73K -$4.64K -50 -6%
CCM
190
Covington Capital Management
California
$70K +$53.7K +575 +329%
SM
191
SG3 Management
Puerto Rico
$70K +$70K +750 New
FWM
192
Focused Wealth Management
New York
$56K +$56K +600 New
HIA
193
Harbor Investment Advisory
Maryland
$40K +$40K +425 New
AS
194
Altshuler Shaham
Israel
$39K +$7.88K +83 +25%
SB
195
Strategic Blueprint
Georgia
$23K +$23K +250 New
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$16K – – –
S
197
SignatureFD
Georgia
$14K -$1.4K -15 -9%
CG
198
Cutler Group
California
$13K -$79.9K -860 -86%
NFG
199
Next Financial Group
Texas
$11K -$9.17K -100 -45%
ASN
200
Advisory Services Network
Georgia
$11K +$11K +116 New
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