Shift4
FOUR
207 hedge funds and large institutions have $1.9B invested in Shift4 in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 64 reducing their positions, and 46 closing their positions.
339% more call options, than puts
Call options by funds: $98.4M | Put options by funds: $22.4M
28% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 64
7% less funds holding
Funds holding: 223 → 207 (-16)
8.19% less ownership
Funds ownership: 115.12% → 106.92% (-8.2%)
22% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 46
50% less capital invested
Capital invested by funds: $3.76B → $1.9B (-$1.86B)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$60.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$48.1M |
| 3 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$40.8M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$17.8M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
-$186M |
| 2 |
Goldman Sachs
New York
|
-$55.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$42.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$37.1M |
| 5 |
RA
Royce & Associates
New York
|
-$36.2M |
FOUR Hedge Fund Activity: Q2 2022 in Review
207 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Shift4 (FOUR) for Q2 2022, worth a combined $1.9B — down 50% from $3.76B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of FOUR and 36 opened new positions — a net loss of 10 holders — while 64 trimmed existing stakes and 82 added.
The largest buyer was Wellington Management Group, adding an estimated $60.1M. The largest seller was Southpoint Capital Advisors, exiting entirely with an estimated $186M sold.
- 207 institutional investors held Shift4 (FOUR) as of Q2 2022, down from 223 in Q1 2022.
- Funds reported $1.9B of Shift4 stock for Q2 2022, down 50% quarter-over-quarter.
- 36 funds opened new Shift4 positions in Q2 2022 and 46 closed out, a net change of -10 holders.
- The largest Shift4 buyer in Q2 2022 was Wellington Management Group, an estimated $60.1M added.
- The largest Shift4 seller in Q2 2022 was Southpoint Capital Advisors, an estimated $186M sold.
Based on aggregated 13F filings for Q2 2022.