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Shift4
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Overview Fund Activity

207 hedge funds and large institutions have $2.54B invested in Shift4 in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
37
Increased
61
Reduced
81
Closed
33
Calls
$139M
Puts
$12.4M
Net Calls
+$126M
Net Calls Change
+$52M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$191M
2
Millennium Management
2
Millennium Management
New York
$45M
3
Goldman Sachs
3
Goldman Sachs
New York
$59.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$354M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$40.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$44.5M
3
SIG
3
Senator Investment Group
New York
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$954K
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$354M +$24.8M +555,118 +8%
Macquarie Group
2
Macquarie Group
Australia
$239M -$5.56M -124,528 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$206M -$5.98M -134,081 -3%
DCP
4
Durable Capital Partners
Maryland
$191M +$49.2M +1,103,925 +35%
BlackRock
5
BlackRock
New York
$148M -$11.6M -259,006 -7%
AllianceBernstein
6
AllianceBernstein
Tennessee
$133M -$5.8M -129,974 -4%
Jennison Associates
7
Jennison Associates
New York
$86.9M +$14.8M +331,352 +21%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$75.8M -$59.1M -1,325,753 -44%
ClearBridge Investments
9
ClearBridge Investments
New York
$70.6M +$389K +8,712 +0.6%
TCG
10
Tremblant Capital Group
Florida
$63.4M +$11.7M +263,062 +23%
Goldman Sachs
11
Goldman Sachs
New York
$59.1M +$34M +761,244 +135%
Citadel Advisors
12
Citadel Advisors
Florida
$55.7M -$256K -5,728 -0.5%
Ameriprise
13
Ameriprise
Minnesota
$48.9M +$7.59M +170,227 +18%
Millennium Management
14
Millennium Management
New York
$45M +$45M +1,008,752 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$44.5M -$36.5M -818,477 -45%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$40.8M +$20.5M +458,541 +101%
Franklin Resources
17
Franklin Resources
California
$38.5M +$489K +10,958 +1%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$37M -$483K -10,822 -1%
State Street
19
State Street
Massachusetts
$36.4M +$2.26M +50,679 +7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$28.8M -$676K -15,142 -2%
Public Sector Pension Investment Board (PSP Investments)
21
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$28.4M – – –
Bank of America
22
Bank of America
North Carolina
$24.8M +$14.7M +330,245 +146%
EA
23
Emerald Advisers
Pennsylvania
$24.6M +$4.4M +98,735 +22%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$23.6M -$14.9M -333,497 -39%
EMFAT
25
Emerald Mutual Fund Advisers Trust
Pennsylvania
$19.5M +$1.41M +31,616 +8%
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