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Shift4
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Overview Fund Activity

289 hedge funds and large institutions have $4.22B invested in Shift4 in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 93 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+57
Holders Change %
+24.57%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
87
Increased
93
Reduced
83
Closed
30
Calls
$380M
Puts
$155M
Net Calls
+$225M
Net Calls Change
+$51.5M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$59.1M
2
DCM
2
Driehaus Capital Management
Illinois
$45.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$41.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$60.6M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$164M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$430M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$181M
4
Citadel Advisors
4
Citadel Advisors
Florida
$19.3M
5
Millennium Management
5
Millennium Management
New York
$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
201
Ameritas Advisory Services
Nebraska
$349K +$349K +4,608 New
SC
202
Scotia Capital
Ontario, Canada
$326K – – –
IWA
203
Inspirion Wealth Advisors
Illinois
$312K +$312K +4,112 New
HCA
204
Harbour Capital Advisors
Virginia
$308K +$308K +4,065 New
GAM
205
Gotham Asset Management
New York
$306K -$486K -6,415 -61%
MSRPS
206
Maryland State Retirement & Pension System
Maryland
$301K – – –
BFM
207
Boothbay Fund Management
New York
$295K +$295K +3,888 New
OPS
208
Orion Portfolio Solutions
Nebraska
$262K +$262K +3,452 New
BCI
209
Brinker Capital Investments
Pennsylvania
$262K +$262K +3,452 New
SOW
210
State of Wyoming
Wyoming
$255K +$207K +2,728 +429%
HCM
211
HMS Capital Management
Tennessee
$255K +$255K +3,360 New
SWM
212
Spire Wealth Management
Virginia
$253K +$225K +2,972 +814%
SW
213
SkyOak Wealth
Michigan
$251K +$251K +3,313 New
AC
214
AXQ Capital
New Jersey
$235K +$235K +3,100 New
MIM
215
MetLife Investment Management
New Jersey
$232K +$606 +8 +0.3%
RF
216
Rollins Financial
Georgia
$231K +$231K +3,051 New
Wolverine Trading
217
Wolverine Trading
Illinois
$223K +$223K +3,053 New
AQR Capital Management
218
AQR Capital Management
Connecticut
$218K +$218K +2,926 New
BFC
219
Banc Funds Company
Illinois
$218K – – –
URS
220
Utah Retirement Systems
Utah
$212K +$212K +2,800 New
ACA
221
Atlas Capital Advisors
Wyoming
$206K +$206K +2,719 New
SIA
222
Schechter Investment Advisors
Michigan
$201K +$201K +2,647 New
Manulife (Manufacturers Life Insurance)
223
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200K +$200K +2,642 New
IAIM
224
International Assets Investment Management
Florida
$186K +$186K +2,453 New
HFM
225
Harvest Fund Management
China
$184K +$101K +1,332 +122%
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9
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