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Shift4
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Overview Fund Activity

232 hedge funds and large institutions have $3.2B invested in Shift4 in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 76 increasing their positions, 65 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+25
Holders Change %
+12.08%
% of All Funds
3.74%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
64
Increased
76
Reduced
65
Closed
36
Calls
$215M
Puts
$41.5M
Net Calls
+$173M
Net Calls Change
+$47.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$171M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$29.9M
3
SRFM
3
Shannon River Fund Management
New York
$22.9M
4
SSA
4
Schonfeld Strategic Advisors
New York
$22M
5
Victory Capital Management
5
Victory Capital Management
Texas
$28M

Top Sellers

1
TCG
1
Tremblant Capital Group
Florida
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$388M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$32.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$52.9M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Crewe Advisors
Utah
$83.3K -$3.47K -62 -4%
Asset Management One
177
Asset Management One
Japan
$62.5K -$3.73K -66 -6%
HFM
178
Harvest Fund Management
China
$61K +$61K +1,092 New
TRCT
179
Tower Research Capital (TRC)
New York
$60K -$6.74K -120 -10%
PVH
180
Psagot Value Holdings
Israel
$56K – – –
Lazard Asset Management
181
Lazard Asset Management
New York
$54K +$42.6K +769 +375%
AAM
182
Advisors Asset Management
Colorado
$50.1K +$1.34K +24 +3%
FIA
183
FNY Investment Advisers
New York
$47K +$47K +850 New
US Bancorp
184
US Bancorp
Minnesota
$44.8K +$34.2K +611 +322%
AIG
185
American International Group
New York
$43.2K -$1.01K -18 -2%
SOW
186
State of Wyoming
Wyoming
$35.6K +$35.6K +636 New
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$29K +$6.2K +111 +27%
YDMI
188
Y.D. More Investments
Israel
$27.1K +$27.1K +1,693 New
PMEF
189
Point72 Middle East FZE
United Arab Emirates
$24.2K +$24.2K +433 New
RTC
190
Riverview Trust Company
Washington
$20K – – –
SWM
191
Spire Wealth Management
Virginia
$20K – – –
AWM
192
Activest Wealth Management
Florida
$19.3K – – –
CWC
193
Carolinas Wealth Consulting
North Carolina
$18.9K – – –
BWP
194
Baldwin Wealth Partners
Massachusetts
$13.7K – – –
Dimensional Fund Advisors
195
Dimensional Fund Advisors
Texas
$13.1K -$637 -11,385 -5%
IA
196
IFP Advisors
Florida
$13K +$9.52K +274 +274%
NA
197
NewEdge Advisors
Louisiana
$11.2K +$11.2K +200 New
HCM
198
Highlander Capital Management
New Jersey
$11K -$2.75K -50 -20%
LC
199
Lindbrook Capital
California
$9.45K +$9.45K +169 New
PA
200
Parallel Advisors
California
$8.95K +$1.01K +18 +13%
6 7
8
9 10