Shift4
FOUR
227 hedge funds and large institutions have $4.32B invested in Shift4 in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 54 reducing their positions, and 32 closing their positions.
155% more call options, than puts
Call options by funds: $100M | Put options by funds: $39.3M
89% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 54
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
41% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 32
9.64% more ownership
Funds ownership: 108.4% → 118.03% (+9.6%)
5% more funds holding
Funds holding: 216 → 227 (+11)
1% less capital invested
Capital invested by funds: $4.38B → $4.32B (-$63M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$91.6M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$72.2M |
| 3 |
JP Morgan Chase
New York
|
+$66.3M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$65.8M |
| 5 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
+$54.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$124M |
| 2 |
JCM
Junto Capital Management
New York
|
-$38.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$37.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$25.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$24.6M |
FOUR Hedge Fund Activity: Q3 2021 in Review
227 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Shift4 (FOUR) for Q3 2021, worth a combined $4.32B — down 1.4% from $4.38B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new FOUR positions and 32 closed out — a net gain of 13 holders — while 102 added to existing stakes and 54 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $91.6M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $124M sold.
- 227 institutional investors held Shift4 (FOUR) as of Q3 2021, up from 216 in Q2 2021.
- Funds reported $4.32B of Shift4 stock for Q3 2021, down 1.4% quarter-over-quarter.
- 45 funds opened new Shift4 positions in Q3 2021 and 32 closed out, a net change of +13 holders.
- The largest Shift4 buyer in Q3 2021 was Goldman Sachs, an estimated $91.6M added.
- The largest Shift4 seller in Q3 2021 was Manulife (Manufacturers Life Insurance), an estimated $124M sold.
Based on aggregated 13F filings for Q3 2021.