Shift4
FOUR
216 hedge funds and large institutions have $4.38B invested in Shift4 in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 63 reducing their positions, and 35 closing their positions.
46% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 35
25% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 63
24% more capital invested
Capital invested by funds: $3.55B → $4.38B (+$836M)
17% more call options, than puts
Call options by funds: $32M | Put options by funds: $27.4M
7% more funds holding
Funds holding: 201 → 216 (+15)
0.52% less ownership
Funds ownership: 108.91% → 108.39% (-0.52%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$215M |
| 2 |
BlackRock
New York
|
+$97.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$81.5M |
| 4 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
+$63M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$60.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$93.6M |
| 2 |
Goldman Sachs
New York
|
-$64.7M |
| 3 |
JCAM
Jericho Capital Asset Management
New York
|
-$50.1M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$29.8M |
| 5 |
CCM
CAAS Capital Management
New York
|
-$27.2M |
FOUR Hedge Fund Activity: Q2 2021 in Review
216 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Shift4 (FOUR) for Q2 2021, worth a combined $4.38B — up 24% from $3.55B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new FOUR positions and 35 closed out — a net gain of 16 holders — while 79 added to existing stakes and 63 trimmed.
The largest buyer was Macquarie Group, adding an estimated $215M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $93.6M sold.
- 216 institutional investors held Shift4 (FOUR) as of Q2 2021, up from 201 in Q1 2021.
- Funds reported $4.38B of Shift4 stock for Q2 2021, up 24% quarter-over-quarter.
- 51 funds opened new Shift4 positions in Q2 2021 and 35 closed out, a net change of +16 holders.
- The largest Shift4 buyer in Q2 2021 was Macquarie Group, an estimated $215M added.
- The largest Shift4 seller in Q2 2021 was 1832 Asset Management, an estimated $93.6M sold.
Based on aggregated 13F filings for Q2 2021.