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Shift4
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Overview Fund Activity

232 hedge funds and large institutions have $3.2B invested in Shift4 in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 76 increasing their positions, 65 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+25
Holders Change %
+12.08%
% of All Funds
3.74%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
64
Increased
76
Reduced
65
Closed
36
Calls
$215M
Puts
$41.5M
Net Calls
+$173M
Net Calls Change
+$47.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$171M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$29.9M
3
SRFM
3
Shannon River Fund Management
New York
$22.9M
4
SSA
4
Schonfeld Strategic Advisors
New York
$22M
5
Victory Capital Management
5
Victory Capital Management
Texas
$28M

Top Sellers

1
TCG
1
Tremblant Capital Group
Florida
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$388M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$32.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$52.9M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
201
Washington Trust Advisors
Massachusetts
$7.72K – – –
EI
202
Ellevest Inc
New York
$6.43K +$4.31K +77 +203%
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$5.6K -$33.6K -600 -86%
OLVIG
204
Oliver Lagore Vanvalin Investment Group
Michigan
$5.59K – – –
BAM
205
Belpointe Asset Management
Nevada
$5.54K +$5.54K +99 New
ZB
206
Zions Bancorporation
Utah
$5.15K +$5.15K +92 New
CFO
207
CVA Family Office
Colorado
$4.47K +$4.47K +80 New
ASN
208
Advisory Services Network
Georgia
$3.64K +$3.64K +65 New
AWM
209
Accurate Wealth Management
Florida
$3.31K +$3.31K +55 New
Loomis, Sayles & Company
210
Loomis, Sayles & Company
Massachusetts
$3K +$1.53K +31 +103%
PWS
211
Paragon Wealth Strategies
Florida
$2.8K +$2.8K +50 New
PFBT
212
Parkside Financial Bank & Trust
Missouri
$2.69K – – –
BAM
213
Bellevue Asset Management
Washington
$2.59K – – –
GWS
214
Glassman Wealth Services
Virginia
$2.52K +$280 +5 +13%
AF
215
Allworth Financial
California
$2.35K +$2.35K +42 New
QCG
216
Quadrant Capital Group
Ohio
$2.24K +$56 +1 +3%
CFB
217
Cullen/Frost Bankers
Texas
$2.18K – – –
FHA
218
First Horizon Advisors
Tennessee
$2.07K – – –
CS
219
Comerica Securities
Michigan
$1.62K +$1.62K +29 New
FCA
220
Fortis Capital Advisors
Kansas
$1.29K +$1.29K +23 New
NSIM
221
North Star Investment Management
Illinois
$1.18K – – –
MIFH
222
Migdal Insurance & Financial Holdings
Israel
$1K -$333 -3 -25%
S
223
SignatureFD
Georgia
$839 +$839 +15 New
AF
224
Advisornet Financial
Minnesota
$559 +$280 +5 +100%
FWM
225
Focused Wealth Management
New York
$503 +$503 +9 New
7 8
9
10 11