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Shift4
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Overview Fund Activity

226 hedge funds and large institutions have $3.34B invested in Shift4 in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 59 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
–
Holders Change %
0%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
58
Increased
96
Reduced
59
Closed
55
Calls
$146M
Puts
$48.8M
Net Calls
+$97.5M
Net Calls Change
+$36.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
2
Macquarie Group
Macquarie Group
Australia
+$93.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$77.7M
4
SCA
Southpoint Capital Advisors
New York
+$75.3M
5
Ameriprise
Ameriprise
Minnesota
+$73.5M

Top Sellers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$100M
2
DCP
Durable Capital Partners
Maryland
-$93.7M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$66.9M
4
Wells Fargo
Wells Fargo
California
-$65.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
201
Bellevue Asset Management
Washington
$4K +$1.42K +22 +55%
CWP
202
Concord Wealth Partners
Virginia
$3K +$2.16K +41 +256%
NICM
203
Neo Ivy Capital Management
New York
$3K +$3K +60 New
APA
204
American Portfolios Advisors
New York
$2.9K – – –
CFB
205
Cullen/Frost Bankers
Texas
$2K – – –
MIFH
206
Migdal Insurance & Financial Holdings
Israel
$2K +$811 +15 +68%
PCG
207
Private Capital Group
Connecticut
$2K +$1.19K +16 +145%
GWS
208
Glassman Wealth Services
Virginia
$2K +$2K +28 New
VNA
209
Valley National Advisers
Pennsylvania
$2K +$2K +35 New
FHA
210
First Horizon Advisors
Tennessee
$2K +$1.8K +46 +920%
BCV
211
Banque Cantonale Vaudoise
Switzerland
$1K – – –
BWM
212
BerganKDV Wealth Management
Minnesota
$1K +$1K +9 New
MAM
213
Meeder Asset Management
Ohio
$1K +$688 +11 +220%
C
214
Covestor
United Kingdom
$1K +$1K +11 New
QCG
215
Quadrant Capital Group
Ohio
$1K +$875 +14 +700%
LF
216
Lee Financial
Texas
$1K +$1K +18 New
PFBT
217
Parkside Financial Bank & Trust
Missouri
$1K +$1K +25 New
TPCW
218
TD Private Client Wealth
New York
$637 +$637 +11 New
SCP
219
Searchlight Capital Partners
New York
$546 -$133 -2,286 -20%
VRS
220
Virginia Retirement Systems
Virginia
$545 +$545 +9,400 New
BBHC
221
Brown Brothers Harriman & Co
New York
$323 +$323 +5,574 New
EWA
222
Evolution Wealth Advisors
Florida
$220 +$25 +437 +13%
BCPEMI
223
Bain Capital Public Equity Management II
Massachusetts
– -$100M -1,295,950 Closed
Lord, Abbett & Co
224
Lord, Abbett & Co
New Jersey
– -$66.9M -863,482 Closed
KA
225
Kerrisdale Advisers
Florida
– -$37.8M -488,201 Closed
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9
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