Shift4
FOUR
FOUR
270 hedge funds and large institutions have $3.96B invested in Shift4 in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 96 increasing their positions, 96 reducing their positions, and 57 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
7% less funds holding
Funds holding: 289 → 270 (-19)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
28% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 57
Holders
270
Holding in Top 10
7
Calls
$245M
Puts
$125M
Top Buyers
| 1 | +$71.3M | |
| 2 | +$67.7M | |
| 3 | +$42.3M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.1M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$34.7M |
Top Sellers
| 1 | -$40.6M | |
| 2 | -$38.1M | |
| 3 | -$35.9M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$32.2M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$31.7M |