Shift4
FOUR
356 hedge funds and large institutions have $6.27B invested in Shift4 in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 148 increasing their positions, 108 reducing their positions, and 41 closing their positions.
39% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 41
37% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 108
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
26% more capital invested
Capital invested by funds: $4.98B → $6.27B (+$1.29B)
18% more call options, than puts
Call options by funds: $98M | Put options by funds: $83.3M
4% more funds holding
Funds holding: 342 → 356 (+14)
0.87% less ownership
Funds ownership: 109.34% → 108.47% (-0.87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DPCM
Darlington Partners Capital Management
Greenbrae,
California
|
+$162M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$150M |
| 3 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$85.8M |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$64.2M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$58.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$72.4M |
| 2 |
KCM
Kodai Capital Management
Chicago,
Illinois
|
-$53.8M |
| 3 |
Millennium Management
New York
|
-$51.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$42.4M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$31.1M |
FOUR Hedge Fund Activity: Q3 2024 in Review
356 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Shift4 (FOUR) for Q3 2024, worth a combined $6.27B — up 26% from $4.98B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new FOUR positions and 41 closed out — a net gain of 16 holders — while 148 added to existing stakes and 108 trimmed.
The largest buyer was Darlington Partners Capital Management, opening a new position worth an estimated $162M. The largest seller was Invesco, cutting an estimated $72.4M.
- 356 institutional investors held Shift4 (FOUR) as of Q3 2024, up from 342 in Q2 2024.
- Funds reported $6.27B of Shift4 stock for Q3 2024, up 26% quarter-over-quarter.
- 57 funds opened new Shift4 positions in Q3 2024 and 41 closed out, a net change of +16 holders.
- The largest Shift4 buyer in Q3 2024 was Darlington Partners Capital Management, an estimated $162M added.
- The largest Shift4 seller in Q3 2024 was Invesco, an estimated $72.4M sold.
Based on aggregated 13F filings for Q3 2024.