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Shift4
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Overview Fund Activity

232 hedge funds and large institutions have $3.2B invested in Shift4 in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 76 increasing their positions, 65 reducing their positions, and 36 closing their positions.

Holders
232
Holders Change
+25
Holders Change %
+12.08%
% of All Funds
3.74%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
64
Increased
76
Reduced
65
Closed
36
Calls
$215M
Puts
$41.5M
Net Calls
+$173M
Net Calls Change
+$47.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$171M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$29.9M
3
SRFM
3
Shannon River Fund Management
New York
$22.9M
4
SSA
4
Schonfeld Strategic Advisors
New York
$22M
5
Victory Capital Management
5
Victory Capital Management
Texas
$28M

Top Sellers

1
TCG
1
Tremblant Capital Group
Florida
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$388M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$32.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$52.9M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$388M 6,929,933 -997,981 -13%
Macquarie Group
2
Macquarie Group
Australia
$290M 5,188,997 -178,013 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$269M 4,811,405 +204,571 +4%
DCP
4
Durable Capital Partners
Maryland
$256M 4,576,010 +301,452 +7%
BlackRock
5
BlackRock
New York
$178M 3,180,798 -144,124 -4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$177M 3,171,922 +179,965 +6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$171M 3,054,947 +1,356,389 +80%
Jennison Associates
8
Jennison Associates
New York
$127M 2,262,079 +314,734 +16%
ClearBridge Investments
9
ClearBridge Investments
New York
$89.3M 1,596,226 +14,525 +0.9%
Ameriprise
10
Ameriprise
Minnesota
$61.8M 1,104,387 +8,052 +0.7%
Citadel Advisors
11
Citadel Advisors
Florida
$57.9M 1,034,856 -213,671 -17%
Goldman Sachs
12
Goldman Sachs
New York
$52.9M 946,242 -378,936 -29%
Millennium Management
13
Millennium Management
New York
$50.7M 906,035 -102,717 -10%
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$48.3M 863,031 +32,788 +4%
Franklin Resources
15
Franklin Resources
California
$47.6M 850,995 -11,846 -1%
State Street
16
State Street
Massachusetts
$43.5M 776,968 -39,224 -5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$39.1M 699,756 +53,283 +8%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$32.6M 583,147 -414,501 -42%
Bank of America
19
Bank of America
North Carolina
$32.3M 577,973 +22,155 +4%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$31M 554,221 -359,555 -39%
EA
21
Emerald Advisers
Pennsylvania
$30.7M 548,368 -2,277 -0.4%
SPPAM
22
Summit Partners Public Asset Management
Massachusetts
$29.9M 534,355 +534,355 New
Victory Capital Management
23
Victory Capital Management
Texas
$28M 500,254 +338,963 +210%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$23.8M 424,661 +12,013 +3%
EMFAT
25
Emerald Mutual Fund Advisers Trust
Pennsylvania
$23.3M 415,856 -20,269 -5%
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