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Shift4
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Overview Fund Activity

306 hedge funds and large institutions have $4.49B invested in Shift4 in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 84 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+55
Holders Change %
+21.91%
% of All Funds
4.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
88
Increased
84
Reduced
105
Closed
30
Calls
$410M
Puts
$199M
Net Calls
+$210M
Net Calls Change
+$110M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
WA
2
Wasatch Advisors
Utah
$191M
3
Jennison Associates
3
Jennison Associates
New York
$219M
4
DCP
4
Durable Capital Partners
Maryland
$355M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$87.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$101M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$308M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$52.8M
4
Millennium Management
4
Millennium Management
New York
$124M
5
SIG
5
Senator Investment Group
New York
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
201
ALPS Advisors
Colorado
$420K -$23.9K -321 -5%
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$408K – – –
LAM
203
Lewis Asset Management
California
$402K +$402K +5,410 New
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$399K -$258K -3,445 -39%
MCM
205
Multicoin Capital Management
Texas
$379K +$379K +5,095 New
Canada Life
206
Canada Life
Manitoba, Canada
$374K -$217K -2,936 -37%
SPM
207
Symmetry Peak Management
Pennsylvania
$372K +$372K +5,000 New
SCA
208
Sassicaia Capital Advisers
New York
$372K +$372K +5,000 New
RJFSA
209
Raymond James Financial Services Advisors
Florida
$352K +$352K +4,735 New
CF
210
Centaurus Financial
California
$340K -$121K -1,625 -26%
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$338K +$338K +4,545 New
Teacher Retirement System of Texas
212
Teacher Retirement System of Texas
Texas
$330K -$424K -5,708 -56%
TI
213
Tidal Investments
Wisconsin
$328K +$328K +4,417 New
XT
214
XTX Topco
Cayman Islands
$327K +$327K +4,401 New
SC
215
Scotia Capital
Ontario, Canada
$320K +$74 +1 +0%
AT
216
American Trust
Kentucky
$316K -$64.3K -865 -17%
CAM
217
Cresset Asset Management
Illinois
$295K -$28.5K -383 -9%
MSRPS
218
Maryland State Retirement & Pension System
Maryland
$295K – – –
SP
219
Systematic Portfolios
New York
$294K +$294K +3,955 New
TCM
220
Teza Capital Management
Illinois
$283K -$920K -12,379 -76%
IEFM
221
IQ EQ Fund Management
Ireland
$263K +$263K +3,532 New
PWM
222
Prosperity Wealth Management
California
$262K +$262K +3,525 New
IWA
223
Inspirion Wealth Advisors
Illinois
$260K +$260K +3,538 New
MIM
224
MetLife Investment Management
New Jersey
$242K -$6.69K -90 -3%
HCM
225
HMS Capital Management
Tennessee
$240K +$240K +3,235 New
7 8
9
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