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Full House Resorts

95 hedge funds and large institutions have $101M invested in Full House Resorts in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $526K | Put options by funds: $278K

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3% more funds holding

Funds holding: 9295 (+3)

7.02% less ownership

Funds ownership: 55.21%48.19% (-7%)

23% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 35

45% less capital invested

Capital invested by funds: $182M → $101M (-$81.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
27
Reduced
35
Closed
14
Calls
$526K
Puts
$278K
Net Calls
+$248K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$12.9M +$489K +63,514 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.86M -$310K -40,255 -2%
WA
3
Wasatch Advisors
Utah
$8.38M +$276K +35,786 +3%
DCM
4
Driehaus Capital Management
Illinois
$5.92M -$5.13M -665,388 -41%
Renaissance Technologies
5
Renaissance Technologies
New York
$5.55M -$246K -31,900 -3%
RCMC
6
RK Capital Management (Colorado)
Colorado
$3.94M -$4.21M -545,700 -46%
Balyasny Asset Management
7
Balyasny Asset Management
Illinois
$3.93M +$467K +60,589 +10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.63M +$119K +15,399 +3%
GF
9
Gabelli Funds
New York
$3.59M +$3.85K +500 +0.1%
PCM
10
Portolan Capital Management
Massachusetts
$3.44M -$4.69M -609,021 -52%
State Street
11
State Street
Massachusetts
$3.41M +$157K +20,433 +4%
GI
12
GAMCO Investors
Connecticut
$2.75M -$3.85K -500 -0.1%
KHCM
13
Kettle Hill Capital Management
New York
$2.73M +$325K +42,132 +10%
CM
14
CastleKnight Management
New York
$2.62M +$1.39M +180,274 +72%
USPCM
15
Union Square Park Capital Management
New York
$2.43M -$519K -67,300 -14%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$2.28M +$2.89M +375,205 New
Northern Trust
17
Northern Trust
Illinois
$1.69M -$44.3K -5,744 -2%
CRC
18
Curi RMB Capital
Illinois
$1.58M
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.55M +$65.7K +8,529 +3%
OFA
20
Oak Family Advisors
Illinois
$1.39M +$10.1K +1,314 +0.6%
OAM
21
Oberweis Asset Management
Illinois
$1.37M +$271K +35,200 +18%
WPC
22
White Pine Capital
Minnesota
$1.32M -$55.1K -7,144 -3%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$1.16M -$310K -40,177 -17%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$929K +$61.6K +7,995 +6%
N
25
Nuveen
North Carolina
$901K +$208K +27,013 +22%

FLL Hedge Fund Activity: Q2 2022 in Review

95 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Full House Resorts (FLL) for Q2 2022, worth a combined $101M — down 45% from $182M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FLL positions and 14 closed out — a net gain of 5 holders — while 27 added to existing stakes and 35 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $2.89M. The largest seller was Driehaus Capital Management, cutting an estimated $5.13M.

  • 95 institutional investors held Full House Resorts (FLL) as of Q2 2022, up from 92 in Q1 2022.
  • Funds reported $101M of Full House Resorts stock for Q2 2022, down 45% quarter-over-quarter.
  • 19 funds opened new Full House Resorts positions in Q2 2022 and 14 closed out, a net change of +5 holders.
  • The largest Full House Resorts buyer in Q2 2022 was Fuller & Thaler Asset Management, an estimated $2.89M added.
  • The largest Full House Resorts seller in Q2 2022 was Driehaus Capital Management, an estimated $5.13M sold.

Based on aggregated 13F filings for Q2 2022.