Shift4
FOUR
223 hedge funds and large institutions have $3.39B invested in Shift4 in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 48 closing their positions.
94% more call options, than puts
Call options by funds: $88.2M | Put options by funds: $45.5M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
15% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 73
3.18% more ownership
Funds ownership: 111.93% → 115.12% (+3.2%)
2% more capital invested
Capital invested by funds: $3.34B → $3.39B (+$52.3M)
4% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 48
2% less funds holding
Funds holding: 228 → 223 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$72M |
| 2 |
TCG
Tremblant Capital Group
West Palm Beach,
Florida
|
+$63M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$60.3M |
| 4 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$41.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$35.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$81.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$44.5M |
| 3 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$22.8M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$18.7M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$16.6M |
FOUR Hedge Fund Activity: Q1 2022 in Review
223 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Shift4 (FOUR) for Q1 2022, worth a combined $3.39B — up 1.6% from $3.34B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of FOUR and 46 opened new positions — a net loss of 2 holders — while 73 trimmed existing stakes and 84 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $72M. The largest seller was Ameriprise, cutting an estimated $81.4M.
- 223 institutional investors held Shift4 (FOUR) as of Q1 2022, down from 228 in Q4 2021.
- Funds reported $3.39B of Shift4 stock for Q1 2022, up 1.6% quarter-over-quarter.
- 46 funds opened new Shift4 positions in Q1 2022 and 48 closed out, a net change of -2 holders.
- The largest Shift4 buyer in Q1 2022 was T. Rowe Price Associates, an estimated $72M added.
- The largest Shift4 seller in Q1 2022 was Ameriprise, an estimated $81.4M sold.
Based on aggregated 13F filings for Q1 2022.