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Shift4
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Overview Fund Activity

216 hedge funds and large institutions have $4.38B invested in Shift4 in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 63 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+16
Holders Change %
+8%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
79
Reduced
63
Closed
34
Calls
$32M
Puts
$27.4M
Net Calls
+$4.67M
Net Calls Change
-$23.6M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$323M
2
BlackRock
BlackRock
New York
$316M
3
Wells Fargo
Wells Fargo
California
$87.7M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$62.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$293M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
Goldman Sachs
Goldman Sachs
New York
$53.5M
3
JCAM
Jericho Capital Asset Management
New York
$0
4
Victory Capital Management
Victory Capital Management
Texas
$29.7M
5
CCM
CAAS Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$346M +$40.5M +432,532 +13%
Macquarie Group
2
Macquarie Group
Australia
$323M +$214M +2,280,176 +196%
BlackRock
3
BlackRock
New York
$316M +$96.5M +1,030,013 +44%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$293M +$60M +639,840 +26%
DCP
5
Durable Capital Partners
Maryland
$256M -$14.3M -152,382 -5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$255M +$7.24M +77,207 +3%
SCA
7
Southpoint Capital Advisors
New York
$159M +$16.9M +180,000 +12%
Ameriprise
8
Ameriprise
Minnesota
$157M -$16.4M -175,067 -9%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$124M -$2.84M -30,333 -2%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$108M -$4.12M -43,960 -4%
SIG
11
Senator Investment Group
New York
$93.7M – – –
Wells Fargo
12
Wells Fargo
California
$87.7M +$80.9M +863,024 +1,179%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$84.3M +$8.1M +86,441 +11%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$83.9M +$31.8M +339,408 +61%
ClearBridge Investments
15
ClearBridge Investments
New York
$75.2M +$181K +1,935 +0.2%
BCPEMI
16
Bain Capital Public Equity Management II
Massachusetts
$62.5M +$62.5M +667,341 New
State Street
17
State Street
Massachusetts
$57.5M +$41.8M +445,841 +266%
Citadel Advisors
18
Citadel Advisors
Florida
$57.5M +$16.4M +175,357 +40%
BAMCO Inc
19
BAMCO Inc
New York
$57.4M – – –
Goldman Sachs
20
Goldman Sachs
New York
$53.5M -$64.2M -685,474 -55%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$52.5M -$6.76M -72,087 -11%
Franklin Resources
22
Franklin Resources
California
$48.7M -$50.1K -535 -0.1%
SPPAM
23
Summit Partners Public Asset Management
Massachusetts
$47.3M -$5.15M -54,932 -10%
Jennison Associates
24
Jennison Associates
New York
$46.8M -$14.1M -150,074 -23%
PI
25
Putnam Investments
Massachusetts
$45.4M +$21.7M +231,305 +91%
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