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Shift4
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Overview Fund Activity

221 hedge funds and large institutions have $3.39B invested in Shift4 in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-5
Holders Change %
-2.21%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
83
Reduced
73
Closed
48
Calls
$88.2M
Puts
$45.5M
Net Calls
+$42.7M
Net Calls Change
-$54.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$85.2M
2
TCG
Tremblant Capital Group
Florida
$74M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$378M
4
DCP
Durable Capital Partners
Maryland
$143M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$193M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$106M
2
Citadel Advisors
Citadel Advisors
Florida
$14.6M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
$13.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$408K
5
LPL Financial
LPL Financial
California
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$378M +$70.8M +1,142,853 +23%
Vanguard Group
2
Vanguard Group
Pennsylvania
$278M -$8.22M -132,728 -3%
BlackRock
3
BlackRock
New York
$220M -$278K -4,489 -0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$193M +$42.2M +681,459 +28%
SCA
5
Southpoint Capital Advisors
New York
$186M +$6.19M +100,000 +3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$184M +$17.7M +285,676 +11%
DCP
7
Durable Capital Partners
Maryland
$143M +$48.9M +789,002 +52%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$126M -$1.1M -17,689 -0.9%
Goldman Sachs
9
Goldman Sachs
New York
$107M -$16.3M -262,958 -13%
Ameriprise
10
Ameriprise
Minnesota
$106M -$95.6M -1,544,276 -47%
ClearBridge Investments
11
ClearBridge Investments
New York
$97.3M +$17M +274,182 +21%
Jennison Associates
12
Jennison Associates
New York
$96.1M +$37.6M +606,463 +64%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$85.2M +$84.5M +1,364,924 +12,538%
SIG
14
Senator Investment Group
New York
$77.4M -$6.19M -100,000 -7%
TCG
15
Tremblant Capital Group
Florida
$74M +$74M +1,194,944 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$64.4M -$2.42M -39,156 -4%
Franklin Resources
17
Franklin Resources
California
$52.8M +$4.58M +73,886 +9%
State Street
18
State Street
Massachusetts
$43.5M +$1.9M +30,729 +5%
Westfield Capital Management
19
Westfield Capital Management
Massachusetts
$39.1M +$12.8M +206,481 +49%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$37.4M +$2.66M +42,979 +8%
RA
21
Royce & Associates
New York
$36.2M +$898K +14,507 +3%
NCL
22
Nishkama Capital LLC
Puerto Rico
$32.5M -$2.92M -47,221 -8%
PI
23
Putnam Investments
Massachusetts
$31.9M -$3.77M -60,925 -11%
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$27.9M +$10.9M +175,486 +64%
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.8M – – –
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