FOUR icon

Shift4
FOUR

Overview Fund Activity

306 hedge funds and large institutions have $4.49B invested in Shift4 in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 84 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+55
Holders Change %
+21.91%
% of All Funds
4.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
88
Increased
84
Reduced
105
Closed
30
Calls
$410M
Puts
$199M
Net Calls
+$210M
Net Calls Change
+$110M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
WA
2
Wasatch Advisors
Utah
$191M
3
Jennison Associates
3
Jennison Associates
New York
$219M
4
DCP
4
Durable Capital Partners
Maryland
$355M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$87.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$101M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$308M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$52.8M
4
Millennium Management
4
Millennium Management
New York
$124M
5
SIG
5
Senator Investment Group
New York
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
176
ClariVest Asset Management
California
$793K -$144K -1,936 -15%
1CM
177
1492 Capital Management
Wisconsin
$763K +$763K +10,264 New
Handelsbanken Fonder
178
Handelsbanken Fonder
Sweden
$721K +$134K +1,800 +23%
SFA
179
Sequoia Financial Advisors
Ohio
$685K +$685K +9,214 New
KeyBank National Association
180
KeyBank National Association
Ohio
$655K +$84.4K +1,135 +15%
CCC
181
Chesapeake Capital Corp
Florida
$648K +$648K +8,721 New
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$644K – – –
SC
183
Savant Capital
Illinois
$638K +$638K +8,582 New
NS
184
NBC Securities
Alabama
$607K – – –
IMRF
185
Illinois Municipal Retirement Fund
Illinois
$602K – – –
X
186
Xponance
Pennsylvania
$539K -$49K -659 -8%
OTL
187
Oak Thistle LLC
New York
$513K +$513K +6,896 New
Deutsche Bank
188
Deutsche Bank
Germany
$504K -$392K -5,273 -44%
KAS
189
Kestra Advisory Services
Texas
$499K +$499K +6,710 New
QCM
190
QRG Capital Management
Illinois
$487K +$113K +1,514 +30%
JFG
191
Jefferies Financial Group
New York
$483K +$483K +6,500 New
Verition Fund Management
192
Verition Fund Management
Connecticut
$480K -$5.91M -79,453 -92%
Group One Trading
193
Group One Trading
Illinois
$473K +$473K +6,364 New
TW
194
TrinityPoint Wealth
Connecticut
$472K +$149K +2,000 +46%
CGH
195
Crossmark Global Holdings
Texas
$460K +$12.2K +164 +3%
PFM
196
Premier Fund Managers
United Kingdom
$457K – – –
PFS
197
Prospera Financial Services
Texas
$447K -$14.6K -196 -3%
Pictet Asset Management
198
Pictet Asset Management
Switzerland
$431K – – –
Principal Financial Group
199
Principal Financial Group
Iowa
$427K -$73.2K -985 -15%
FHB
200
First Hawaiian Bank
Hawaii
$424K +$424K +5,700 New
6 7
8
9 10