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Shift4
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Overview Fund Activity

353 hedge funds and large institutions have $6.27B invested in Shift4 in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+15
Holders Change %
+4.44%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
58
Increased
145
Reduced
107
Closed
40
Calls
$98M
Puts
$83.3M
Net Calls
+$14.7M
Net Calls Change
+$130M

Top Buyers

1
DPCM
Darlington Partners Capital Management
California
$190M
2
WA
Wasatch Advisors
Utah
$521M
3
DCP
Durable Capital Partners
Maryland
$541M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$75.1M
5
Boston Partners
Boston Partners
Massachusetts
$106M

Top Sellers

1
Invesco
Invesco
Georgia
$5.23M
2
KCM
Kodai Capital Management
Illinois
$0
3
Millennium Management
Millennium Management
New York
$0
4
Ameriprise
Ameriprise
Minnesota
$185M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCP
1
Durable Capital Partners
Maryland
$541M +$100M +1,132,008 +23%
Vanguard Group
2
Vanguard Group
Pennsylvania
$530M +$15.5M +175,485 +3%
WA
3
Wasatch Advisors
Utah
$521M +$176M +1,980,940 +51%
BlackRock
4
BlackRock
New York
$258M +$5.07M +57,211 +2%
Jennison Associates
5
Jennison Associates
New York
$251M +$21.5M +242,179 +9%
ClearBridge Investments
6
ClearBridge Investments
New York
$194M -$11.1M -125,256 -5%
DPCM
7
Darlington Partners Capital Management
California
$190M +$190M +2,142,514 New
Ameriprise
8
Ameriprise
Minnesota
$185M -$49.5M -559,150 -21%
Morgan Stanley
9
Morgan Stanley
New York
$159M -$15.6M -176,303 -9%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$151M -$2.18M -24,655 -1%
AllianceBernstein
11
AllianceBernstein
Tennessee
$149M -$8.92M -100,666 -6%
Westfield Capital Management
12
Westfield Capital Management
Massachusetts
$129M +$1.13M +12,804 +0.9%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$129M -$81K -914 -0.1%
SP
14
ShawSpring Partners
Massachusetts
$117M -$7.31M -82,554 -6%
Boston Partners
15
Boston Partners
Massachusetts
$106M +$68.3M +768,333 +184%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$103M -$10.7M -120,511 -9%
State Street
17
State Street
Massachusetts
$97.7M +$8.68M +97,972 +10%
Nomura Asset Management
18
Nomura Asset Management
Japan
$96.7M -$3.86M -43,568 -4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$93.8M +$4.75M +53,610 +5%
Ensign Peak Advisors
20
Ensign Peak Advisors
Utah
$93.5M -$3.61M -40,741 -4%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$82.8M +$7.55M +85,188 +10%
EAM
22
Eagle Asset Management
Florida
$78.5M -$7.3M -72,413 -9%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$75.1M +$75.1M +847,792 +242,226%
SCM
24
Spyglass Capital Management
California
$70.9M -$35.8M -403,757 -34%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$68.8M -$9.15M -103,224 -12%
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