Shift4
FOUR
228 hedge funds and large institutions have $3.34B invested in Shift4 in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 96 increasing their positions, 59 reducing their positions, and 55 closing their positions.
200% more call options, than puts
Call options by funds: $146M | Put options by funds: $48.8M
63% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 59
7% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 55
0% more funds holding
Funds holding: 227 → 228 (+1)
6.1% less ownership
Funds ownership: 118.03% → 111.93% (-6.1%)
23% less capital invested
Capital invested by funds: $4.32B → $3.34B (-$981M)
67% less funds holding in top 10
Funds holding in top 10: 9 → 3 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$137M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$103M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$85.3M |
| 4 |
SCA
Southpoint Capital Advisors
New York
|
+$82.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$80.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$103M |
| 2 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$100M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$72.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$66.9M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$52.3M |
FOUR Hedge Fund Activity: Q4 2021 in Review
228 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Shift4 (FOUR) for Q4 2021, worth a combined $3.34B — down 23% from $4.32B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new FOUR positions and 55 closed out — a net gain of 4 holders — while 96 added to existing stakes and 59 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $137M. The largest seller was Durable Capital Partners, cutting an estimated $103M.
- 228 institutional investors held Shift4 (FOUR) as of Q4 2021, up from 227 in Q3 2021.
- Funds reported $3.34B of Shift4 stock for Q4 2021, down 23% quarter-over-quarter.
- 59 funds opened new Shift4 positions in Q4 2021 and 55 closed out, a net change of +4 holders.
- The largest Shift4 buyer in Q4 2021 was Fidelity Investments, an estimated $137M added.
- The largest Shift4 seller in Q4 2021 was Durable Capital Partners, an estimated $103M sold.
Based on aggregated 13F filings for Q4 2021.