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Shift4
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Overview Fund Activity

205 hedge funds and large institutions have $1.9B invested in Shift4 in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-16
Holders Change %
-7.24%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
36
Increased
81
Reduced
63
Closed
46
Calls
$98.4M
Puts
$24.2M
Net Calls
+$74.2M
Net Calls Change
+$31.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$244M
2
Citadel Advisors
Citadel Advisors
Florida
$41.5M
3
DCP
Durable Capital Partners
Maryland
$105M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$27.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$10.8M

Top Sellers

1
SCA
Southpoint Capital Advisors
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$18.6M
3
RA
Royce & Associates
New York
$0
4
NCL
Nishkama Capital LLC
Puerto Rico
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Hudson Bay Capital Management
201
Hudson Bay Capital Management
Connecticut
– -$6.81M -110,000 Closed
NCM
202
Nellore Capital Management
California
– -$4.93M -79,518 Closed
OCM
203
Osterweis Capital Management
California
– -$4.38M -70,675 Closed
EAM
204
Eventide Asset Management
Massachusetts
– -$4.34M -70,000 Closed
SSA
205
Schonfeld Strategic Advisors
New York
– -$4.2M -67,834 Closed
DIG
206
DeepCurrents Investment Group
New York
– -$1.28M -20,591 Closed
Group One Trading
207
Group One Trading
Illinois
– -$1.17M -18,954 Closed
TSS
208
Two Sigma Securities
New York
– -$876K -14,145 Closed
CM
209
Crestline Management
Texas
– -$757K -12,223 Closed
WCA
210
Waratah Capital Advisors
Ontario, Canada
– -$749K -12,102 Closed
Holocene Advisors
211
Holocene Advisors
New York
– -$687K -11,087 Closed
MS
212
Maven Securities
Jersey
– -$625K -10,100 Closed
AC
213
Avestar Capital
New York
– -$582K -9,398 Closed
BC
214
Brookfield Corp
Ontario, Canada
– -$463K -7,479 Closed
Parallax Volatility Advisers
215
Parallax Volatility Advisers
California
– -$389K -6,280 Closed
UCFA
216
United Capital Financial Advisors
Texas
– -$355K -5,736 Closed
MIC
217
Maxi Investments CY
Cyprus
– -$343K -5,545 Closed
P
218
&Partners
Tennessee
– -$305K -4,925 Closed
WG
219
Winton Group
United Kingdom
– -$304K -4,908 Closed
RIA
220
Regal Investment Advisors
Michigan
– -$288K -4,658 Closed
AIM
221
Aigen Investment Management
New York
– -$277K -4,475 Closed
SC
222
Scotia Capital
Ontario, Canada
– -$266K -4,295 Closed
Walleye Capital
223
Walleye Capital
New York
– -$232K -3,750 Closed
SPC
224
Sigma Planning Corp
Michigan
– -$217K -3,500 Closed
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
– -$216K -3,494 Closed
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