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Shift4
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201 hedge funds and large institutions have $3.55B invested in Shift4 in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $51.2M | Put options by funds: $22.9M

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

23% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 61

21% more capital invested

Capital invested by funds: $2.93B → $3.55B (+$615M)

7.59% more ownership

Funds ownership: 101.33% → 108.91% (+7.6%)

6% more funds holding

Funds holding: 190 → 201 (+11)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
47
Increased
75
Reduced
61
Closed
36
Calls
$51.2M
Puts
$22.9M
Net Calls
+$28.3M
Net Calls Change
+$25.5M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$105M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$89.9M
3
Macquarie Group
Macquarie Group
Australia
+$84.2M
4
BlackRock
BlackRock
New York
+$63.4M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$60.2M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$61.3M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$48.8M
3
UBS AM
UBS AM
Illinois
-$41.2M
4
MCM
Melvin Capital Management
New York
-$37.8M
5
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$35.9M -$20.5M -263,680 -38%
UBS AM
27
UBS AM
Illinois
$30M -$41.2M -529,340 -59%
Invesco
28
Invesco
Georgia
$29.8M +$10.2M +131,320 +57%
RA
29
Royce & Associates
New York
$28.6M +$4.56M +58,600 +20%
NCL
30
Nishkama Capital LLC
Puerto Rico
$28.2M +$19.5M +250,846 +270%
CCM
31
CAAS Capital Management
New York
$27.2M +$25.9M +332,019 New
Axa
32
Axa
France
$27.2M +$2.24M +28,795 +10%
GCM
33
Ghisallo Capital Management
Massachusetts
$24.8M +$23.6M +302,602 New
Geode Capital Management
34
Geode Capital Management
Massachusetts
$24M +$2.76M +35,385 +14%
Federated Hermes
35
Federated Hermes
Pennsylvania
$23M – – –
PI
36
Putnam Investments
Massachusetts
$20.8M +$10.1M +130,169 +106%
Blackstone Inc
37
Blackstone Inc
New York
$20.5M -$3.89M -50,000 -17%
EMG
38
ETF Managers Group
New Jersey
$20.4M -$2.18M -28,010 -10%
First Trust Advisors
39
First Trust Advisors
Illinois
$20.2M +$9.42M +121,045 +96%
Allianz Asset Management
40
Allianz Asset Management
Germany
$18.7M +$6.29M +80,760 +55%
RCM
41
Ratan Capital Management
Florida
$18.6M +$584K +7,500 +3%
ACM
42
Atika Capital Management
New York
$16.6M -$2.1M -27,000 -12%
IM
43
Islet Management
New York
$16.4M -$3.89M -50,000 -20%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$15.4M +$1.58M +20,340 +12%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$14.6M +$1.59M +20,397 +13%
Bank of America
46
Bank of America
North Carolina
$14.3M +$1.76M +22,575 +15%
State Street
47
State Street
Massachusetts
$13.7M +$931K +11,958 +8%
Charles Schwab
48
Charles Schwab
California
$13.7M +$779K +10,003 +6%
Brown Advisory
49
Brown Advisory
Maryland
$13.3M +$98.7K +1,268 +0.8%
SCM
50
Sandler Capital Management
New York
$13.1M +$12.5M +160,230 New
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FOUR Hedge Fund Activity: Q1 2021 in Review

201 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Shift4 (FOUR) for Q1 2021, worth a combined $3.55B — up 21% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FOUR positions and 36 closed out — a net gain of 11 holders — while 75 added to existing stakes and 61 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $105M. The largest seller was Franklin Resources, cutting an estimated $61.3M.

  • 201 institutional investors held Shift4 (FOUR) as of Q1 2021, up from 190 in Q4 2020.
  • Funds reported $3.55B of Shift4 stock for Q1 2021, up 21% quarter-over-quarter.
  • 47 funds opened new Shift4 positions in Q1 2021 and 36 closed out, a net change of +11 holders.
  • The largest Shift4 buyer in Q1 2021 was Wellington Management Group, an estimated $105M added.
  • The largest Shift4 seller in Q1 2021 was Franklin Resources, an estimated $61.3M sold.

Based on aggregated 13F filings for Q1 2021.