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Shift4
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Overview Fund Activity

226 hedge funds and large institutions have $4.32B invested in Shift4 in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 54 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+10
Holders Change %
+4.63%
% of All Funds
3.97%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.16%
New
44
Increased
102
Reduced
54
Closed
32
Calls
$100M
Puts
$39.3M
Net Calls
+$61.1M
Net Calls Change
+$56.4M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$127M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$68.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$129M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$65.4M
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$100M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
JCM
2
Junto Capital Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$66.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIMI
176
Natixis Investment Managers International
France
$236K +$27K +349 +13%
SSA
177
Schonfeld Strategic Advisors
New York
$233K -$342K -4,400 -59%
P
178
&Partners
Tennessee
$226K +$226K +2,920 New
MLICM
179
Metropolitan Life Insurance Company (MetLife)
New York
$223K -$7.36K -95 -3%
FHB
180
First Hawaiian Bank
Hawaii
$201K +$201K +2,588 New
CSS
181
Cubist Systematic Strategies
Connecticut
$191K -$24.9K -321 -12%
SPIA
182
Steward Partners Investment Advisory
New York
$185K +$9.92K +128 +6%
Lazard Asset Management
183
Lazard Asset Management
New York
$155K -$310K -4,000 -67%
Canada Life
184
Canada Life
Manitoba, Canada
$150K – – –
CFD
185
Creative Financial Designs
Indiana
$107K +$2.47K +32 +2%
Asset Management One
186
Asset Management One
Japan
$87K +$7.94K +103 +10%
US Bancorp
187
US Bancorp
Minnesota
$80K +$5.59K +72 +8%
AIG
188
American International Group
New York
$65K -$4.85K -63 -7%
FF
189
FourThought Financial
Florida
$62K +$1.99K +26 +3%
SM
190
SG3 Management
Puerto Rico
$58K – – –
CCM
191
Covington Capital Management
California
$58K – – –
FWM
192
Focused Wealth Management
New York
$47K – – –
HIA
193
Harbor Investment Advisory
Maryland
$33K – – –
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$33K +$19.4K +250 +143%
PHK
195
Point72 Hong Kong
Hong Kong
$21K -$490K -6,257 -96%
Bank Julius Baer & Co
196
Bank Julius Baer & Co
Switzerland
$16K +$12.6K +157 +365%
Simplex Trading
197
Simplex Trading
Illinois
$15K +$15K +159 New
S
198
SignatureFD
Georgia
$12K – – –
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$8K – – –
GEA
200
Glen Eagle Advisors
New Jersey
$5.04K – – –
6 7
8
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