Shift4
FOUR
342 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, 161 increasing their positions, 67 reducing their positions, and 59 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 67
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
36% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 59
24% more capital invested
Capital invested by funds: $4.01B → $4.98B (+$972M)
6% more funds holding
Funds holding: 324 → 342 (+18)
2.7% more ownership
Funds ownership: 106.64% → 109.34% (+2.7%)
26% less call options, than puts
Call options by funds: $329M | Put options by funds: $445M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$114M |
| 2 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
+$71.5M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$56.5M |
| 4 |
KCM
Kodai Capital Management
Chicago,
Illinois
|
+$48.7M |
| 5 |
Millennium Management
New York
|
+$44.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$88.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$64.2M |
| 3 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
|
-$58.2M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$19.6M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$19.6M |
FOUR Hedge Fund Activity: Q2 2024 in Review
342 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Shift4 (FOUR) for Q2 2024, worth a combined $4.98B — up 24% from $4.01B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new FOUR positions and 59 closed out — a net gain of 21 holders — while 161 added to existing stakes and 67 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $114M. The largest seller was Wellington Management Group, cutting an estimated $88.2M.
- 342 institutional investors held Shift4 (FOUR) as of Q2 2024, up from 324 in Q1 2024.
- Funds reported $4.98B of Shift4 stock for Q2 2024, up 24% quarter-over-quarter.
- 80 funds opened new Shift4 positions in Q2 2024 and 59 closed out, a net change of +21 holders.
- The largest Shift4 buyer in Q2 2024 was Manulife (Manufacturers Life Insurance), an estimated $114M added.
- The largest Shift4 seller in Q2 2024 was Wellington Management Group, an estimated $88.2M sold.
Based on aggregated 13F filings for Q2 2024.