Shift4
FOUR
FOUR
323 hedge funds and large institutions have $4.01B invested in Shift4 in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 108 increasing their positions, 100 reducing their positions, and 60 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
0.4% more ownership
Funds ownership: 106.2% → 106.6% (+0.4%)
11% less capital invested
Capital invested by funds: $4.49B → $4.01B (-$484M)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Holders
323
Holding in Top 10
7
Calls
$304M
Puts
$215M
Top Buyers
| 1 | +$120M | |
| 2 | +$119M | |
| 3 | +$89.8M | |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$66.3M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$63.9M |
Top Sellers
| 1 | -$158M | |
| 2 | -$125M | |
| 3 | -$78.4M | |
| 4 |
KCM
Kodai Capital Management
Chicago,
Illinois
|
-$59.5M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$52.7M |