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Shift4
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Overview Fund Activity

207 hedge funds and large institutions have $2.54B invested in Shift4 in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
37
Increased
61
Reduced
81
Closed
33
Calls
$139M
Puts
$12.4M
Net Calls
+$126M
Net Calls Change
+$52M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$191M
2
Millennium Management
2
Millennium Management
New York
$45M
3
Goldman Sachs
3
Goldman Sachs
New York
$59.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$354M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$40.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$44.5M
3
SIG
3
Senator Investment Group
New York
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$954K
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
201
Wipfli Financial Advisors
Wisconsin
$1K +$1K +12 New
NSIM
202
North Star Investment Management
Illinois
$1K +$1K +21 New
SIG
203
Senator Investment Group
New York
– -$33.1M -1,000,000 Closed
Lord, Abbett & Co
204
Lord, Abbett & Co
New Jersey
– -$10.8M -327,984 Closed
JGC
205
J. Goldman & Co
New York
– -$9.07M -274,201 Closed
Point72 Asset Management
206
Point72 Asset Management
Connecticut
– -$5.76M -174,352 Closed
P2P
207
Phase 2 Partners
California
– -$5.25M -158,867 Closed
PI
208
Putnam Investments
Massachusetts
– -$4.9M -148,178 Closed
SPPAM
209
Summit Partners Public Asset Management
Massachusetts
– -$2.58M -78,098 Closed
TC
210
TwinBeech Capital
New York
– -$1.22M -37,012 Closed
PHK
211
Point72 Hong Kong
Hong Kong
– -$899K -27,196 Closed
EGM
212
Engineers Gate Manager
New York
– -$746K -22,578 Closed
FRM
213
Fox Run Management
Connecticut
– -$481K -14,538 Closed
MCC
214
Malaga Cove Capital
California
– -$469K -14,318 Closed
TD Asset Management
215
TD Asset Management
Ontario, Canada
– -$388K -11,724 Closed
ETC
216
Exchange Traded Concepts
Oklahoma
– -$364K -11,020 Closed
XT
217
XTX Topco
Cayman Islands
– -$325K -9,833 Closed
BCM
218
Bayesian Capital Management
New York
– -$211K -6,375 Closed
Creative Planning
219
Creative Planning
Kansas
– -$208K -6,304 Closed
HSBC Holdings
220
HSBC Holdings
United Kingdom
– -$201K -6,022 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
221
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$152K -4,604 Closed
Walleye Trading
222
Walleye Trading
New York
– -$127K -3,850 Closed
ICM
223
Infini Capital Management
Hong Kong
– -$98K -2,960 Closed
WAM
224
Wolverine Asset Management
Illinois
– -$45K -1,385 Closed
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
– -$31 -853 Closed
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