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Shift4
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Overview Fund Activity

221 hedge funds and large institutions have $3.39B invested in Shift4 in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-5
Holders Change %
-2.21%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
83
Reduced
73
Closed
48
Calls
$88.2M
Puts
$45.5M
Net Calls
+$42.7M
Net Calls Change
-$54.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$85.2M
2
TCG
Tremblant Capital Group
Florida
$74M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$378M
4
DCP
Durable Capital Partners
Maryland
$143M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$193M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$106M
2
Citadel Advisors
Citadel Advisors
Florida
$14.6M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
$13.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$408K
5
LPL Financial
LPL Financial
California
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$82K -$137K -2,206 -63%
Asset Management One
177
Asset Management One
Japan
$70K -$7.98K -129 -10%
PWP
178
Pursue Wealth Partners
California
$65.7K +$65.7K +1,111 New
AAM
179
Advisors Asset Management
Colorado
$58K +$58K +943 New
AIG
180
American International Group
New York
$50K – – –
US Bancorp
181
US Bancorp
Minnesota
$49K -$32.8K -531 -40%
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$43K – – –
EC
183
Elequin Capital
New York
$30K +$30K +486 New
HIA
184
Harbor Investment Advisory
Maryland
$26K – – –
CWC
185
Carolinas Wealth Consulting
North Carolina
$21K – – –
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$18K -$1.93K -31 -10%
Barclays
187
Barclays
United Kingdom
$17K +$17K +284 New
BWP
188
Baldwin Wealth Partners
Massachusetts
$15K +$4.59K +75 +44%
PFS
189
Prospera Financial Services
Texas
$13K +$13K +213 New
CCM
190
Covington Capital Management
California
$11K – – –
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$10K +$3.68K +61 +58%
OLVIG
192
Oliver Lagore Vanvalin Investment Group
Michigan
$10K +$10K +164 New
WTA
193
Washington Trust Advisors
Massachusetts
$9K – – –
Federated Hermes
194
Federated Hermes
Pennsylvania
$7K -$15.8M -249,889 -100%
GWS
195
Glassman Wealth Services
Virginia
$7K +$5.15K +78 +279%
S
196
SignatureFD
Georgia
$6K – – –
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.65K +96 +1,600%
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$5.82K +97 +3,233%
PA
199
Parallel Advisors
California
$5K -$3.07K -43 -38%
ZB
200
Zions Bancorporation
Utah
$4K +$4K +58 New
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8
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