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Shift4
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Overview Fund Activity

289 hedge funds and large institutions have $4.22B invested in Shift4 in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 93 increasing their positions, 83 reducing their positions, and 30 closing their positions.

Holders
289
Holders Change
+57
Holders Change %
+24.57%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
87
Increased
93
Reduced
83
Closed
30
Calls
$380M
Puts
$155M
Net Calls
+$225M
Net Calls Change
+$51.5M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$59.1M
2
DCM
2
Driehaus Capital Management
Illinois
$45.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$41.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$60.6M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$164M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$430M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$181M
4
Citadel Advisors
4
Citadel Advisors
Florida
$19.3M
5
Millennium Management
5
Millennium Management
New York
$15.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$430M 5,674,090 -1,255,843 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$377M 4,978,930 +167,525 +3%
DCP
3
Durable Capital Partners
Maryland
$325M 4,290,972 -285,038 -6%
BlackRock
4
BlackRock
New York
$229M 3,020,519 -160,279 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$223M 2,943,011 -111,936 -4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$181M 2,382,727 -789,195 -25%
Macquarie Group
7
Macquarie Group
Australia
$164M 2,160,642 -3,028,355 -58%
Jennison Associates
8
Jennison Associates
New York
$144M 1,897,897 -364,182 -16%
ClearBridge Investments
9
ClearBridge Investments
New York
$124M 1,635,232 +39,006 +2%
Ameriprise
10
Ameriprise
Minnesota
$70.1M 925,283 -179,104 -16%
SPPAM
11
Summit Partners Public Asset Management
Massachusetts
$69.7M 919,928 +385,573 +72%
Morgan Stanley
12
Morgan Stanley
New York
$68.8M 907,777 +597,106 +192%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$60.6M 798,856 +501,523 +169%
State Street
14
State Street
Massachusetts
$60.3M 795,532 +18,564 +2%
WA
15
Wasatch Advisors
Utah
$59.1M 779,429 +779,429 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$54.8M 722,623 +22,867 +3%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$52M 685,915 +261,254 +62%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$51.6M 681,171 -181,860 -21%
Franklin Resources
19
Franklin Resources
California
$49.7M 655,759 -195,236 -23%
SIG
20
Senator Investment Group
New York
$49.3M 650,000 +400,000 +160%
DCM
21
Driehaus Capital Management
Illinois
$45.6M 601,662 +601,662 New
Goldman Sachs
22
Goldman Sachs
New York
$44.1M 581,838 -364,404 -39%
Marshall Wace
23
Marshall Wace
United Kingdom
$44M 581,003 +316,331 +120%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$43M 567,578 +13,357 +2%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$41.1M 541,681 +518,909 +2,279%
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