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Shift4
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Overview Fund Activity

306 hedge funds and large institutions have $4.49B invested in Shift4 in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 84 increasing their positions, 105 reducing their positions, and 30 closing their positions.

Holders
306
Holders Change
+55
Holders Change %
+21.91%
% of All Funds
4.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
88
Increased
84
Reduced
105
Closed
30
Calls
$410M
Puts
$199M
Net Calls
+$210M
Net Calls Change
+$110M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$203M
2
WA
2
Wasatch Advisors
Utah
$191M
3
Jennison Associates
3
Jennison Associates
New York
$219M
4
DCP
4
Durable Capital Partners
Maryland
$355M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$87.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$101M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$308M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$52.8M
4
Millennium Management
4
Millennium Management
New York
$124M
5
SIG
5
Senator Investment Group
New York
$43.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$395M 5,314,673 -44,024 -0.8%
DCP
2
Durable Capital Partners
Maryland
$355M 4,768,807 +601,419 +14%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$308M 4,138,160 -902,181 -18%
Jennison Associates
4
Jennison Associates
New York
$219M 2,945,060 +601,749 +26%
Morgan Stanley
5
Morgan Stanley
New York
$203M 2,734,148 +1,185,919 +77%
WA
6
Wasatch Advisors
Utah
$191M 2,570,145 +616,452 +32%
BlackRock
7
BlackRock
New York
$185M 2,484,961 -47,957 -2%
ClearBridge Investments
8
ClearBridge Investments
New York
$155M 2,083,024 +57,466 +3%
AllianceBernstein
9
AllianceBernstein
Tennessee
$146M 1,963,963 +593 +0%
Millennium Management
10
Millennium Management
New York
$124M 1,665,879 -637,632 -28%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$101M 1,364,428 -1,247,908 -48%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$94.8M 1,275,456 -37,406 -3%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$87.7M 1,179,149 +597,155 +103%
Invesco
14
Invesco
Georgia
$70.3M 945,532 -37,835 -4%
State Street
15
State Street
Massachusetts
$69M 928,405 +63,452 +7%
SCM
16
Spyglass Capital Management
California
$67.4M 906,789 +102,888 +13%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$63.7M 856,082 +32,049 +4%
KCM
18
Kodai Capital Management
Illinois
$59.5M 800,651 +800,651 New
Westfield Capital Management
19
Westfield Capital Management
Massachusetts
$57.4M 771,545 +77,967 +11%
Marshall Wace
20
Marshall Wace
United Kingdom
$52.8M 710,524 -717,856 -50%
Nomura Asset Management
21
Nomura Asset Management
Japan
$51.8M 696,200 +98,600 +16%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$50.4M 677,783 +46,210 +7%
Franklin Resources
23
Franklin Resources
California
$46.2M 620,850 -34,862 -5%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$45.5M 611,617 +55,813 +10%
SIG
25
Senator Investment Group
New York
$43.7M 587,961 -412,039 -41%
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