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Shift4
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Overview Fund Activity

200 hedge funds and large institutions have $3.55B invested in Shift4 in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 36 closing their positions.

Holders
200
Holders Change
+10
Holders Change %
+5.26%
% of All Funds
3.52%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
46
Increased
75
Reduced
61
Closed
36
Calls
$51.2M
Puts
$22.9M
Net Calls
+$28.3M
Net Calls Change
+$25.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$204M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$93.6M
3
Macquarie Group
3
Macquarie Group
Australia
$95.6M
4
BlackRock
4
BlackRock
New York
$192M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$217M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$42.7M
2
BCPEMI
2
Bain Capital Public Equity Management II
Massachusetts
$0
3
UBS AM
3
UBS AM
Illinois
$30M
4
MCM
4
Melvin Capital Management
New York
$0
5
SPPAM
5
Summit Partners Public Asset Management
Massachusetts
$45.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$267M 3,256,808 +97,937 +3%
DCP
2
Durable Capital Partners
Maryland
$236M 2,881,952 -59,369 -2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$217M 2,641,065 +773,279 +41%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$204M 2,482,911 +1,348,292 +119%
BlackRock
5
BlackRock
New York
$192M 2,344,456 +814,160 +53%
Ameriprise
6
Ameriprise
Minnesota
$152M 1,849,612 +69,466 +4%
SCA
7
Southpoint Capital Advisors
New York
$125M 1,520,000 +106,574 +8%
WRF
8
Waddell & Reed Financial
Kansas
$117M 1,425,484 +416,278 +41%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111M 1,353,085 +270,969 +25%
Goldman Sachs
10
Goldman Sachs
New York
$103M 1,256,452 +610,875 +95%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$98.5M 1,201,569 -123,300 -9%
Macquarie Group
12
Macquarie Group
Australia
$95.6M 1,165,683 +1,081,841 +1,290%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$93.6M 1,155,000 +1,155,000 New
SIG
14
Senator Investment Group
New York
$82M 1,000,000 +100,000 +11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$66.7M 812,712 +77,614 +11%
ClearBridge Investments
16
ClearBridge Investments
New York
$65.7M 800,690 +127,602 +19%
Jennison Associates
17
Jennison Associates
New York
$53.2M 649,182 -410,708 -39%
Victory Capital Management
18
Victory Capital Management
Texas
$51.9M 632,655 -54,775 -8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$51.8M 632,206 -370,376 -37%
BAMCO Inc
20
BAMCO Inc
New York
$50.2M 612,170 +50,600 +9%
JCAM
21
Jericho Capital Asset Management
New York
$50.1M 611,019 +192,000 +46%
SPPAM
22
Summit Partners Public Asset Management
Massachusetts
$45.9M 559,786 -419,304 -43%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$45.6M 556,017 +507,927 +1,056%
Franklin Resources
24
Franklin Resources
California
$42.7M 520,683 -787,059 -60%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$36.8M 448,130 -32,679 -7%
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