FOUR icon

Shift4
FOUR

Overview Fund Activity

226 hedge funds and large institutions have $3.34B invested in Shift4 in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 59 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
–
Holders Change %
0%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
58
Increased
96
Reduced
59
Closed
55
Calls
$146M
Puts
$48.8M
Net Calls
+$97.5M
Net Calls Change
+$36.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$141M
2
Macquarie Group
Macquarie Group
Australia
$318M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$287M
4
SCA
Southpoint Capital Advisors
New York
$168M
5
Ameriprise
Ameriprise
Minnesota
$189M

Top Sellers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$0
2
DCP
Durable Capital Partners
Maryland
$87.9M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Wells Fargo
Wells Fargo
California
$4.13M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
1
Macquarie Group
Australia
$318M +$93.8M +1,618,614 +42%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$287M +$77.7M +1,342,019 +37%
Vanguard Group
3
Vanguard Group
Pennsylvania
$268M +$22M +379,740 +9%
BlackRock
4
BlackRock
New York
$206M -$4.96M -85,673 -2%
Ameriprise
5
Ameriprise
Minnesota
$189M +$73.5M +1,269,010 +64%
SCA
6
Southpoint Capital Advisors
New York
$168M +$75.3M +1,300,000 +81%
AllianceBernstein
7
AllianceBernstein
Tennessee
$155M +$2.62M +45,285 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$141M +$125M +2,159,680 +784%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$119M +$22.7M +392,162 +24%
Goldman Sachs
10
Goldman Sachs
New York
$115M +$20.9M +359,978 +22%
DCP
11
Durable Capital Partners
Maryland
$87.9M -$93.7M -1,617,881 -52%
SIG
12
Senator Investment Group
New York
$78.2M +$8.69M +150,000 +13%
ClearBridge Investments
13
ClearBridge Investments
New York
$75.1M +$28.8M +496,344 +62%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$62.5M +$10.3M +177,449 +20%
Citadel Advisors
15
Citadel Advisors
Florida
$62.5M +$51.9M +896,451 +494%
Jennison Associates
16
Jennison Associates
New York
$54.8M +$12.3M +212,922 +29%
Franklin Resources
17
Franklin Resources
California
$45.1M +$15.1M +260,940 +50%
State Street
18
State Street
Massachusetts
$38.9M +$940K +16,223 +2%
SPPAM
19
Summit Partners Public Asset Management
Massachusetts
$37.6M -$1.76M -30,418 -4%
PI
20
Putnam Investments
Massachusetts
$33.4M -$482K -8,318 -1%
NCL
21
Nishkama Capital LLC
Puerto Rico
$33.2M +$17.4M +299,965 +110%
RA
22
Royce & Associates
New York
$33M +$11.4M +197,328 +53%
Morgan Stanley
23
Morgan Stanley
New York
$32.7M +$25.2M +434,821 +335%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$32.5M +$1.39M +24,013 +4%
Fidelity International
25
Fidelity International
Bermuda
$29.3M +$2.23M +38,500 +8%
1
2 3 4 5