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Gambling.com

95 hedge funds and large institutions have $119M invested in Gambling.com in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 25

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

4% more funds holding

Funds holding: 9195 (+4)

1.29% more ownership

Funds ownership: 31.39%32.69% (+1.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less capital invested

Capital invested by funds: $154M → $119M (-$34.5M)

65% less call options, than puts

Call options by funds: $119K | Put options by funds: $340K

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
40
Reduced
25
Closed
12
Calls
$119K
Puts
$340K
Net Calls
-$221K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
SLG
1
Stanley-Laman Group
Pennsylvania
$13.1M
PCR
2
Potrero Capital Research
California
$11.8M +$7.55M +648,849 +116%
GIPM
3
G2 Investment Partners Management
New York
$11.4M -$6.02M -517,982 -31%
DCM
4
Driehaus Capital Management
Illinois
$9.67M -$120K -10,276 -1%
BlackRock
5
BlackRock
New York
$8.8M +$1.8M +155,202 +21%
ClearBridge Investments
6
ClearBridge Investments
New York
$8.58M +$1.78M +153,065 +21%
PAIM
7
Punch & Associates Investment Management
Minnesota
$8.04M +$4.08M +350,793 +74%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$3.73M +$351K +30,204 +9%
SFM
9
Soros Fund Management
New York
$3.02M +$3.6M +310,000 New
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.79M +$1.41M +121,116 +73%
YSP
11
Yarra Square Partners
New York
$2.4M
BFM
12
Boothbay Fund Management
New York
$2.37M +$799K +68,732 +39%
Renaissance Technologies
13
Renaissance Technologies
New York
$2.23M -$362K -31,100 -12%
PCM
14
Potomac Capital Management
New York
$2.14M +$82.6K +7,104 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.84M +$716K +61,563 +49%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$1.79M +$1.5M +129,182 +237%
IAA
17
Independent Advisor Alliance
North Carolina
$1.71M -$1K -86 -0%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$1.52M
State Street
19
State Street
Massachusetts
$1.52M +$746K +64,192 +70%
Morgan Stanley
20
Morgan Stanley
New York
$1.47M -$196K -16,860 -10%
TA
21
Teton Advisors
New York
$1.18M -$621K -53,393 -31%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.09M -$626K -53,800 -32%
Northern Trust
23
Northern Trust
Illinois
$999K +$299K +25,717 +34%
Millennium Management
24
Millennium Management
New York
$968K -$2.71M -233,428 -70%
Two Sigma Investments
25
Two Sigma Investments
New York
$889K -$961K -82,680 -48%

GAMB Hedge Fund Activity: Q4 2023 in Review

95 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Gambling.com (GAMB) for Q4 2023, worth a combined $119M — down 22% from $154M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GAMB positions and 12 closed out — a net gain of 4 holders — while 40 added to existing stakes and 25 trimmed.

The largest buyer was Potrero Capital Research, adding an estimated $7.55M. The largest seller was G2 Investment Partners Management, cutting an estimated $6.02M.

  • 95 institutional investors held Gambling.com (GAMB) as of Q4 2023, up from 91 in Q3 2023.
  • Funds reported $119M of Gambling.com stock for Q4 2023, down 22% quarter-over-quarter.
  • 16 funds opened new Gambling.com positions in Q4 2023 and 12 closed out, a net change of +4 holders.
  • The largest Gambling.com buyer in Q4 2023 was Potrero Capital Research, an estimated $7.55M added.
  • The largest Gambling.com seller in Q4 2023 was G2 Investment Partners Management, an estimated $6.02M sold.

Based on aggregated 13F filings for Q4 2023.