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Shift4
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Overview Fund Activity

270 hedge funds and large institutions have $3.96B invested in Shift4 in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 96 increasing their positions, 96 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-19
Holders Change %
-6.57%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
41
Increased
96
Reduced
96
Closed
57
Calls
$245M
Puts
$125M
Net Calls
+$121M
Net Calls Change
-$104M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$72M
2
Invesco
Invesco
Georgia
$82M
3
WA
Wasatch Advisors
Utah
$95.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$373M
5
American Century Companies
American Century Companies
Missouri
$35M

Top Sellers

1
DCP
Durable Capital Partners
Maryland
$251M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$347M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$164M
4
Ameriprise
Ameriprise
Minnesota
$30.7M
5
Marshall Wace
Marshall Wace
United Kingdom
$7.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$373M +$35.1M +516,480 +10%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$347M -$38.1M -561,758 -10%
DCP
3
Durable Capital Partners
Maryland
$251M -$40.6M -598,378 -14%
BlackRock
4
BlackRock
New York
$207M +$1.38M +20,315 +0.7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$164M -$35.9M -528,766 -18%
Jennison Associates
6
Jennison Associates
New York
$163M +$34.4M +506,539 +27%
AllianceBernstein
7
AllianceBernstein
Tennessee
$161M -$454K -6,691 -0.3%
ClearBridge Investments
8
ClearBridge Investments
New York
$127M +$16.3M +240,543 +15%
Macquarie Group
9
Macquarie Group
Australia
$122M -$24.3M -357,362 -17%
WA
10
Wasatch Advisors
Utah
$95.2M +$42.3M +622,985 +80%
Invesco
11
Invesco
Georgia
$82M +$67.7M +996,394 +471%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$72M +$71.3M +1,049,433 +9,280%
SPPAM
13
Summit Partners Public Asset Management
Massachusetts
$71M +$8.57M +126,199 +14%
Morgan Stanley
14
Morgan Stanley
New York
$66.6M +$5M +73,556 +8%
SIG
15
Senator Investment Group
New York
$64.5M +$20.4M +300,000 +46%
State Street
16
State Street
Massachusetts
$56.8M +$2.73M +40,157 +5%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$54.6M +$385K +5,672 +0.7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$54.5M +$5.42M +79,810 +11%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$54.2M +$7.63M +112,380 +16%
Citadel Advisors
20
Citadel Advisors
Florida
$47.3M +$30M +442,411 +174%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$45.8M -$434K -6,396 -0.9%
Franklin Resources
22
Franklin Resources
California
$44.6M +$32K +471 +0.1%
Victory Capital Management
23
Victory Capital Management
Texas
$43.9M +$22.6M +332,545 +106%
DCM
24
Driehaus Capital Management
Illinois
$42.3M +$1.42M +20,949 +3%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$40.6M +$3.85M +56,742 +10%
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