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Shift4
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Overview Fund Activity

338 hedge funds and large institutions have $4.98B invested in Shift4 in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 160 increasing their positions, 64 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+17
Holders Change %
+5.3%
% of All Funds
4.92%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
80
Increased
160
Reduced
64
Closed
59
Calls
$329M
Puts
$445M
Net Calls
-$115M
Net Calls Change
-$204M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M
2
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$80.4M
3
EAM
Eagle Asset Management
Florida
$62.9M
4
KCM
Kodai Capital Management
Illinois
$53.8M
5
Millennium Management
Millennium Management
New York
$49.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$51.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$28M
3
FAM
Foxhaven Asset Management
Virginia
$0
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$22.2K
5
First Trust Advisors
First Trust Advisors
Illinois
$9.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$426M +$37.5M +511,754 +10%
DCP
2
Durable Capital Partners
Maryland
$364M +$14.7M +200,148 +4%
WA
3
Wasatch Advisors
Utah
$286M +$33.1M +450,885 +13%
BlackRock
4
BlackRock
New York
$210M +$21.9M +298,737 +12%
Ameriprise
5
Ameriprise
Minnesota
$194M +$48.5M +661,574 +33%
Jennison Associates
6
Jennison Associates
New York
$190M +$16.8M +228,663 +10%
ClearBridge Investments
7
ClearBridge Investments
New York
$170M +$17.3M +235,355 +11%
Morgan Stanley
8
Morgan Stanley
New York
$144M +$20.2M +275,819 +16%
AllianceBernstein
9
AllianceBernstein
Tennessee
$131M -$11.9M -162,825 -8%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M +$126M +1,716,132 +11,777%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$107M +$1.45M +19,824 +1%
Westfield Capital Management
12
Westfield Capital Management
Massachusetts
$106M +$8M +109,029 +8%
SP
13
ShawSpring Partners
Massachusetts
$103M -$14.2M -193,988 -12%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$94.1M -$2.52M -34,349 -3%
SCM
15
Spyglass Capital Management
California
$88.3M +$7.48M +101,977 +9%
Nomura Asset Management
16
Nomura Asset Management
Japan
$83.3M +$14.8M +202,197 +22%
Ensign Peak Advisors
17
Ensign Peak Advisors
Utah
$80.4M +$79.1M +1,078,115 +6,185%
Invesco
18
Invesco
Georgia
$74.4M +$8.38M +114,245 +13%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$73.7M +$8.2M +111,791 +13%
State Street
20
State Street
Massachusetts
$73.7M +$4.92M +67,114 +7%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$73.1M -$14.5M -198,210 -17%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$64.5M -$3.47M -47,281 -5%
EAM
23
Eagle Asset Management
Florida
$62.9M +$62.9M +851,663 New
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$62.3M +$16.3M +221,881 +35%
KCM
25
Kodai Capital Management
Illinois
$53.8M +$53.8M +734,109 New
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