FOUR icon

Shift4
FOUR

Overview Fund Activity

226 hedge funds and large institutions have $4.32B invested in Shift4 in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 54 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+10
Holders Change %
+4.63%
% of All Funds
3.97%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.16%
New
44
Increased
102
Reduced
54
Closed
32
Calls
$100M
Puts
$39.3M
Net Calls
+$61.1M
Net Calls Change
+$56.4M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$127M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$68.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$129M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$65.4M
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$100M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
JCM
2
Junto Capital Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.1M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$66.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
201
Next Financial Group
Texas
$5K -$3.57K -50 -42%
GAM
202
Gemmer Asset Management
California
$5K – – –
PA
203
Parallel Advisors
California
$5K – – –
AII
204
AGF Investments Inc
Ontario, Canada
$5K +$5K +70 New
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.65K +$4.65K +60 New
HCM
206
Highlander Capital Management
New Jersey
$4K – – –
AWA
207
Arkadios Wealth Advisors
Georgia
$4K – – –
BCA
208
Berman Capital Advisors
Georgia
$4K +$4K +54 New
APA
209
American Portfolios Advisors
New York
$3.88K – – –
BAM
210
Bellevue Asset Management
Washington
$3K – – –
CFB
211
Cullen/Frost Bankers
Texas
$3K – – –
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +43 New
HI
213
Hudock Inc
Pennsylvania
$2K – – –
TWA
214
TCI Wealth Advisors
Arizona
$2K +$2K +20 New
MIFH
215
Migdal Insurance & Financial Holdings
Israel
$2K +$2K +22 New
NFSG
216
Newbridge Financial Services Group
Florida
$1K +$1K +2 New
PCG
217
Private Capital Group
Connecticut
$1K +$1K +11 New
CWP
218
Concord Wealth Partners
Virginia
$1K +$1K +16 New
BCV
219
Banque Cantonale Vaudoise
Switzerland
$1K +$1K +19 New
Walleye Capital
220
Walleye Capital
New York
$807 +$436 +5,617 +117%
Manulife (Manufacturers Life Insurance)
221
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$124M -1,322,752 Closed
JCM
222
Junto Capital Management
New York
– -$38.7M -412,808 Closed
ACM
223
Atika Capital Management
New York
– -$13.5M -144,000 Closed
SCM
224
Segantii Capital Management
Hong Kong
– -$9.37M -100,000 Closed
MWVC
225
Morgens Waterfall Vintiadis & Co
New York
– -$8.22M -87,700 Closed
7 8
9
10 11