Shift4
FOUR
FOUR
251 hedge funds and large institutions have $3.25B invested in Shift4 in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 87 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 ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
18% less capital invested
Capital invested by funds: $3.96B → $3.25B (-$703M)
30% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 57
Holders
251
Holding in Top 10
6
Calls
$245M
Puts
$144M
Top Buyers
| 1 | +$103M | |
| 2 | +$72.8M | |
| 3 | +$44.5M | |
| 4 |
Morgan Stanley
New York
|
+$31.4M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$30.5M |
Top Sellers
| 1 | -$76.8M | |
| 2 | -$54.6M | |
| 3 | -$42.6M | |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$42.3M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$30.3M |