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Shift4
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Overview Fund Activity

338 hedge funds and large institutions have $4.98B invested in Shift4 in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 160 increasing their positions, 64 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+17
Holders Change %
+5.3%
% of All Funds
4.92%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
80
Increased
160
Reduced
64
Closed
59
Calls
$329M
Puts
$445M
Net Calls
-$115M
Net Calls Change
-$204M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$126M
2
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$79.1M
3
EAM
Eagle Asset Management
Florida
+$62.9M
4
KCM
Kodai Capital Management
Illinois
+$53.8M
5
Millennium Management
Millennium Management
New York
+$49.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$97.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$71M
3
FAM
Foxhaven Asset Management
Virginia
-$58.2M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$21.7M
5
First Trust Advisors
First Trust Advisors
Illinois
-$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Holocene Advisors
176
Holocene Advisors
New York
$746K +$746K +10,169 New
SAM
177
Silvercrest Asset Management
New York
$742K +$742K +10,111 New
FDP
178
Financiere des Professionnels
Quebec, Canada
$742K +$742K +10,083 New
SA
179
SpiderRock Advisors
Delaware
$735K +$735K +10,015 New
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$656K +$122K +1,667 +23%
KAS
181
Kestra Advisory Services
Texas
$643K +$61.7K +841 +11%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$636K – – –
QCM
183
Quantinno Capital Management
New York
$632K +$271K +3,693 +75%
MNBTD
184
Moody National Bank Trust Division
Texas
$623K +$623K +8,500 New
SSA
185
Schonfeld Strategic Advisors
New York
$617K -$3.83M -52,252 -86%
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$601K +$94.7K +1,291 +19%
NS
187
NBC Securities
Alabama
$580K -$11K -150 -2%
X
188
Xponance
Pennsylvania
$567K +$68K +927 +14%
Two Sigma Investments
189
Two Sigma Investments
New York
$565K -$22.7K -309 -4%
OCM
190
Orion Capital Management
California
$561K +$207K +2,820 +58%
AQR Capital Management
191
AQR Capital Management
Connecticut
$556K -$537K -7,330 -49%
PCM
192
Prelude Capital Management
New York
$535K +$535K +7,300 New
Walleye Capital
193
Walleye Capital
New York
$532K +$368K +5,018 +224%
FHB
194
First Hawaiian Bank
Hawaii
$528K +$42.5K +580 +9%
Deutsche Bank
195
Deutsche Bank
Germany
$515K +$9.98K +136 +2%
Pictet Asset Management
196
Pictet Asset Management
Switzerland
$485K +$45.3K +618 +10%
SC
197
Savant Capital
Illinois
$483K +$147 +2 +0%
SC
198
Shay Capital
New York
$481K -$356K -4,857 -43%
CGH
199
Crossmark Global Holdings
Texas
$477K +$15.4K +210 +3%
Verition Fund Management
200
Verition Fund Management
Connecticut
$470K -$158K -2,156 -25%
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