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Shift4
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Overview Fund Activity

353 hedge funds and large institutions have $6.27B invested in Shift4 in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+15
Holders Change %
+4.44%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
58
Increased
145
Reduced
107
Closed
40
Calls
$98M
Puts
$83.3M
Net Calls
+$14.7M
Net Calls Change
+$130M

Top Buyers

1
DPCM
Darlington Partners Capital Management
California
+$190M
2
WA
Wasatch Advisors
Utah
+$176M
3
DCP
Durable Capital Partners
Maryland
+$100M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$75.1M
5
Boston Partners
Boston Partners
Massachusetts
+$68.3M

Top Sellers

1
Invesco
Invesco
Georgia
-$84.6M
2
KCM
Kodai Capital Management
Illinois
-$53.8M
3
Millennium Management
Millennium Management
New York
-$49.6M
4
Ameriprise
Ameriprise
Minnesota
-$49.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
176
First Hawaiian Bank
Hawaii
$1.01M +$373K +4,205 +58%
HCP
177
Hexagon Capital Partners
Arkansas
$1M -$91.1K -1,028 -8%
GAM
178
Groupama Asset Management
France
$985K – – –
FDP
179
Financiere des Professionnels
Quebec, Canada
$926K +$33K +372 +4%
Walleye Capital
180
Walleye Capital
New York
$912K +$269K +3,040 +42%
AU
181
Algebris (UK)
United Kingdom
$909K -$613K -7,701 -40%
SAM
182
Silvercrest Asset Management
New York
$903K +$7.18K +81 +0.8%
BFG
183
Bleakley Financial Group
New Jersey
$889K +$889K +10,036 New
SA
184
SpiderRock Advisors
Delaware
$887K – – –
CPA
185
Capital Planning Advisors
California
$886K -$366K -4,134 -29%
B
186
Bailard
California
$857K -$48.7K -550 -5%
KAS
187
Kestra Advisory Services
Texas
$802K +$24.9K +281 +3%
CAM
188
ClariVest Asset Management
California
$782K – – –
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$768K – – –
FHA
190
Flagship Harbor Advisors
Massachusetts
$764K +$764K +8,627 New
CC
191
Centiva Capital
New York
$753K +$385K +4,342 +104%
MNBTD
192
Moody National Bank Trust Division
Texas
$753K – – –
OCM
193
Orion Capital Management
California
$748K +$70.9K +800 +10%
FCM
194
FJ Capital Management
Virginia
$744K +$744K +8,399 New
Verition Fund Management
195
Verition Fund Management
Connecticut
$743K +$175K +1,980 +31%
William Blair & Company
196
William Blair & Company
Illinois
$727K +$463K +5,224 +175%
TI
197
Tidal Investments
Wisconsin
$714K +$284K +3,206 +66%
RIA
198
Regal Investment Advisors
Michigan
$713K -$780K -8,805 -52%
AQR Capital Management
199
AQR Capital Management
Connecticut
$681K +$9.13K +103 +1%
X
200
Xponance
Pennsylvania
$673K -$12.5K -141 -2%
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