FOUR icon

Shift4
FOUR

Overview Fund Activity

205 hedge funds and large institutions have $1.9B invested in Shift4 in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-16
Holders Change %
-7.24%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
36
Increased
81
Reduced
63
Closed
46
Calls
$98.4M
Puts
$24.2M
Net Calls
+$74.2M
Net Calls Change
+$31.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$244M
2
Citadel Advisors
2
Citadel Advisors
Florida
$41.5M
3
DCP
3
Durable Capital Partners
Maryland
$105M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$27.4M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$10.8M

Top Sellers

1
SCA
1
Southpoint Capital Advisors
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$18.6M
3
RA
3
Royce & Associates
New York
$0
4
NCL
4
Nishkama Capital LLC
Puerto Rico
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$244M +$42.1M +1,272,841 +21%
Macquarie Group
2
Macquarie Group
Australia
$182M -$13.9M -419,427 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$157M +$8.17M +247,226 +6%
BlackRock
4
BlackRock
New York
$118M +$1.26M +38,230 +1%
DCP
5
Durable Capital Partners
Maryland
$105M +$28.6M +864,693 +37%
AllianceBernstein
6
AllianceBernstein
Tennessee
$103M +$5.03M +152,093 +5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$100M -$3.05M -92,172 -3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$60M -$7.35M -222,426 -11%
Jennison Associates
9
Jennison Associates
New York
$53.4M +$2.1M +63,540 +4%
ClearBridge Investments
10
ClearBridge Investments
New York
$52M +$56K +1,693 +0.1%
Citadel Advisors
11
Citadel Advisors
Florida
$41.5M +$33.7M +1,019,171 +434%
TCG
12
Tremblant Capital Group
Florida
$38.3M -$1.2M -36,214 -3%
SIG
13
Senator Investment Group
New York
$33.1M -$8.27M -250,000 -20%
Ameriprise
14
Ameriprise
Minnesota
$30.6M -$26M -785,473 -46%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$28.5M -$5.83M -176,498 -17%
Franklin Resources
16
Franklin Resources
California
$28.2M -$39.5K -1,195 -0.1%
Westfield Capital Management
17
Westfield Capital Management
Massachusetts
$27.8M +$6.96M +210,446 +33%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$27.4M +$12.5M +377,291 +84%
State Street
19
State Street
Massachusetts
$25.3M +$2.09M +63,191 +9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$21.9M +$1.88M +56,987 +9%
Public Sector Pension Investment Board (PSP Investments)
21
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$21M +$6.74M +203,800 +47%
Goldman Sachs
22
Goldman Sachs
New York
$18.6M -$38.6M -1,166,443 -67%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$15.9M -$29.6M -894,934 -65%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$15.1M +$3.11M +93,949 +26%
EA
25
Emerald Advisers
Pennsylvania
$14.9M +$1.19M +35,930 +9%
1
2 3 4 5