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Shift4
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Overview Fund Activity

207 hedge funds and large institutions have $2.54B invested in Shift4 in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
37
Increased
61
Reduced
81
Closed
33
Calls
$139M
Puts
$12.4M
Net Calls
+$126M
Net Calls Change
+$52M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$191M
2
Millennium Management
2
Millennium Management
New York
$45M
3
Goldman Sachs
3
Goldman Sachs
New York
$59.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$354M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$40.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$44.5M
3
SIG
3
Senator Investment Group
New York
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$954K
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
176
PEAK6 Investments
Illinois
$13K +$13K +295 New
HCM
177
Highlander Capital Management
New Jersey
$11K -$2.2K -50 -17%
BWP
178
Baldwin Wealth Partners
Massachusetts
$11K – – –
EC
179
Elequin Capital
New York
$10K -$10.4K -245 -51%
NICM
180
Neo Ivy Capital Management
New York
$9K -$38.7K -846 -81%
Lazard Asset Management
181
Lazard Asset Management
New York
$9K +$4.48K +102 +99%
CCM
182
Covington Capital Management
California
$8K – – –
US Bancorp
183
US Bancorp
Minnesota
$8K +$6.7K +159 +513%
WTA
184
Washington Trust Advisors
Massachusetts
$6K – – –
PA
185
Parallel Advisors
California
$6K +$592 +14 +11%
OLVIG
186
Oliver Lagore Vanvalin Investment Group
Michigan
$4K -$2.56K -64 -39%
IA
187
IFP Advisors
Florida
$3K – – –
GWS
188
Glassman Wealth Services
Virginia
$2K -$100 -2 -5%
BAM
189
Bellevue Asset Management
Washington
$2K – – –
VNA
190
Valley National Advisers
Pennsylvania
$2K – – –
CFB
191
Cullen/Frost Bankers
Texas
$2K – – –
QCG
192
Quadrant Capital Group
Ohio
$2K +$1.08K +21 +117%
PFBT
193
Parkside Financial Bank & Trust
Missouri
$2K +$1.38K +33 +220%
EI
194
Ellevest Inc
New York
$2K +$1.84K +35 +1,167%
MAM
195
Meeder Asset Management
Ohio
$1K – – –
JC
196
JCSD Capital
California
$1K – – –
FHA
197
First Horizon Advisors
Tennessee
$1K – – –
WAM
198
Worth Asset Management
Texas
$1K – – –
Loomis, Sayles & Company
199
Loomis, Sayles & Company
Massachusetts
$1K – – –
MIFH
200
Migdal Insurance & Financial Holdings
Israel
$1K +$83 +1 +9%
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8
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