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Shift4
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Overview Fund Activity

124 hedge funds and large institutions have $1.27B invested in Shift4 in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+49
Holders Change %
+65.33%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
64
Increased
40
Reduced
15
Closed
15
Calls
$12.9M
Puts
$9.13M
Net Calls
+$3.73M
Net Calls Change
+$1.56M

Top Buyers

1
DCP
Durable Capital Partners
Maryland
+$62.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$58.2M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$45.7M
4
Victory Capital Management
Victory Capital Management
Texas
+$39.3M
5
WRF
Waddell & Reed Financial
Kansas
+$36.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$53.5M
2
DLPIC
Davide Leone & Partners Investment Company
United Kingdom
-$23.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$19M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$16.1M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$8.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCP
1
Durable Capital Partners
Maryland
$127M +$62.3M +1,288,921 +97%
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M +$58.2M +1,202,595 +111%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$81.9M +$34.8M +719,752 +74%
Ameriprise
4
Ameriprise
Minnesota
$67M +$28.9M +598,555 +76%
AllianceBernstein
5
AllianceBernstein
Tennessee
$62.3M +$9.14M +188,947 +17%
Franklin Resources
6
Franklin Resources
California
$58.2M +$12M +247,791 +26%
BlackRock
7
BlackRock
New York
$53M +$13.8M +284,410 +35%
SPPAM
8
Summit Partners Public Asset Management
Massachusetts
$50.6M +$45.7M +945,524 +939%
Victory Capital Management
9
Victory Capital Management
Texas
$39.3M +$39.3M +811,847 New
WRF
10
Waddell & Reed Financial
Kansas
$36.2M +$36.2M +749,268 New
Jennison Associates
11
Jennison Associates
New York
$33.4M +$6.92M +143,082 +26%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$32.4M +$32.4M +670,034 New
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$32.1M +$13.5M +279,277 +73%
ClearBridge Investments
14
ClearBridge Investments
New York
$27.8M +$13.3M +274,075 +91%
BAMCO Inc
15
BAMCO Inc
New York
$27.1M -$2.41M -49,900 -8%
SIG
16
Senator Investment Group
New York
$24.2M +$24.2M +500,000 New
MCM
17
Moore Capital Management
New York
$22.2M +$8.66M +179,046 +64%
IM
18
Islet Management
New York
$21.8M +$21.8M +450,000 New
Select Equity Group
19
Select Equity Group
New York
$21.4M +$21.4M +442,163 New
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$20.4M +$20.4M +422,839 New
BAWC
21
Black-and-white Capital
California
$20.3M +$20.3M +420,000 New
EMG
22
ETF Managers Group
New Jersey
$13.8M -$2.88M -61,040 -17%
Federated Hermes
23
Federated Hermes
Pennsylvania
$13.5M – – –
SSA
24
Schonfeld Strategic Advisors
New York
$11.4M +$11.4M +234,995 New
RCM
25
Ratan Capital Management
Florida
$10.6M -$1.55M -32,139 -13%
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