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Shift4
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Overview Fund Activity

353 hedge funds and large institutions have $6.27B invested in Shift4 in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+15
Holders Change %
+4.44%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
58
Increased
145
Reduced
107
Closed
40
Calls
$98M
Puts
$83.3M
Net Calls
+$14.7M
Net Calls Change
+$130M

Top Buyers

1
DPCM
Darlington Partners Capital Management
California
+$190M
2
WA
Wasatch Advisors
Utah
+$176M
3
DCP
Durable Capital Partners
Maryland
+$100M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$75.1M
5
Boston Partners
Boston Partners
Massachusetts
+$68.3M

Top Sellers

1
Invesco
Invesco
Georgia
-$84.6M
2
KCM
Kodai Capital Management
Illinois
-$53.8M
3
Millennium Management
Millennium Management
New York
-$49.6M
4
Ameriprise
Ameriprise
Minnesota
-$49.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$651K -$74.5K -841 -10%
XT
202
XTX Topco
Cayman Islands
$631K +$631K +7,118 New
SBIA
203
Sheaff Brock Investment Advisors
Indiana
$615K +$115K +1,300 +23%
Pictet Asset Management
204
Pictet Asset Management
Switzerland
$606K +$20.6K +233 +4%
NS
205
NBC Securities
Alabama
$590K -$112K -1,260 -16%
SC
206
Savant Capital
Illinois
$585K +$2.13K +24 +0.4%
FDS
207
First Dallas Securities
Texas
$554K -$465K -5,250 -46%
CCC
208
Chesapeake Capital Corp
Florida
$552K +$552K +6,279 New
PFS
209
Prospera Financial Services
Texas
$540K +$8.86K +100 +2%
RPCONE
210
Retirement Planning Company of New England
Rhode Island
$532K +$86.4K +975 +19%
CCM
211
Corsair Capital Management
New York
$493K +$486K +5,486 +7,515%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$486K – – –
Marshall Wace
213
Marshall Wace
United Kingdom
$473K -$16.4M -185,634 -97%
Pathstone Holdings
214
Pathstone Holdings
New Jersey
$468K +$5.14K +58 +1%
LAM
215
Lewis Asset Management
California
$462K -$26.6K -300 -5%
PWM
216
Prosperity Wealth Management
California
$461K +$461K +5,205 New
Principal Financial Group
217
Principal Financial Group
Iowa
$461K -$2.75K -31 -0.6%
QCM
218
QRG Capital Management
Illinois
$460K +$44.3K +500 +11%
Holocene Advisors
219
Holocene Advisors
New York
$453K -$448K -5,059 -50%
SAM
220
S.A. Mason
Michigan
$452K – – –
Canada Life
221
Canada Life
Manitoba, Canada
$450K – – –
HighTower Advisors
222
HighTower Advisors
Illinois
$448K +$448K +5,008 New
AA
223
ALPS Advisors
Colorado
$420K +$23.7K +267 +6%
AWM
224
Avior Wealth Management
Nebraska
$414K +$100K +1,130 +32%
AC
225
AXQ Capital
New Jersey
$412K +$412K +4,651 New
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