We are live on ! Find out more
FOUR icon

Shift4
FOUR

75 hedge funds and large institutions have $570M invested in Shift4 in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $783K

76.09% more ownership

Funds ownership: 0% → 76.09% (+76%)

Holders
75
Holders Change
+75
Holders Change %
–
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
75
Increased
–
Reduced
–
Closed
–
Calls
$2.96M
Puts
$783K
Net Calls
+$2.17M
Net Calls Change
+$2.17M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$55M
2
DCP
Durable Capital Partners
Maryland
+$48.6M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$40.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$39.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$35.6M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$772K +$794K +21,745 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$756K +$778K +21,297 New
Bank of America
53
Bank of America
North Carolina
$728K +$749K +20,496 New
CF
54
CNA Financial
Illinois
$645K +$664K +18,167 New
Wellington Management Group
55
Wellington Management Group
Massachusetts
$556K +$573K +15,675 New
SGM
56
Skye Global Management
Florida
$532K +$548K +15,000 New
Allianz Asset Management
57
Allianz Asset Management
Germany
$462K +$476K +13,020 New
PHK
58
Point72 Hong Kong
Hong Kong
$358K +$368K +10,076 New
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$355K +$365K +10,000 New
EMFAT
60
Emerald Mutual Fund Advisers Trust
Pennsylvania
$300K +$309K +8,460 New
TD Asset Management
61
TD Asset Management
Ontario, Canada
$287K +$295K +8,073 New
VF
62
Virtu Financial
New York
$279K +$287K +7,847 New
Tudor Investment Corp
63
Tudor Investment Corp
Connecticut
$270K +$278K +7,599 New
Jane Street
64
Jane Street
New York
$202K +$208K +5,684 New
UBS Group
65
UBS Group
Switzerland
$147K +$151K +4,132 New
CG
66
Cutler Group
California
$131K +$135K +3,700 New
FIA
67
FNY Investment Advisers
New York
$77K +$80K +2,190 New
Wells Fargo
68
Wells Fargo
California
$70K +$71.9K +1,967 New
Osaic Holdings
69
Osaic Holdings
Arizona
$36K +$36.2K +990 New
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$34K +$34.7K +950 New
CSS
71
Cubist Systematic Strategies
Connecticut
$18K +$18.7K +513 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$9K +$3.58K +98 New
CAN
73
Cetera Advisor Networks
California
$4K +$3.65K +100 New
JG
74
Jefferies Group
New York
$710 +$731K +20,000 New
RAM
75
Riggs Asset Management
Pennsylvania
– +$804 +22 New
1 2
3

FOUR Hedge Fund Activity: Q2 2020 in Review

75 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Shift4 (FOUR) for Q2 2020, worth a combined $570M.

Buyers outnumbered sellers: 75 funds opened new FOUR positions and 0 closed out — a net gain of 75 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $55M.

  • 75 institutional investors held Shift4 (FOUR) as of Q2 2020, up from 0 in Q1 2020.
  • Funds reported $570M of Shift4 stock for Q2 2020.
  • 75 funds opened new Shift4 positions in Q2 2020 and 0 closed out, a net change of +75 holders.
  • The largest Shift4 buyer in Q2 2020 was T. Rowe Price Associates, an estimated $55M added.

Based on aggregated 13F filings for Q2 2020.