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Genius Sports

107 hedge funds and large institutions have $641M invested in Genius Sports in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

2% less call options, than puts

Call options by funds: $6.34M | Put options by funds: $6.47M

3.03% less ownership

Funds ownership: 46.94%43.91% (-3%)

4% less funds holding

Funds holding: 111107 (-4)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

61% less capital invested

Capital invested by funds: $1.63B → $641M (-$989M)

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
36
Increased
33
Reduced
31
Closed
40
Calls
$6.34M
Puts
$6.47M
Net Calls
-$133K
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Caledonia Investments (Australia)
Australia
$140M +$24M +1,776,848 +11%
FAM
2
Fred Alger Management
New York
$97M -$71.3M -5,289,278 -29%
NAMA
3
Nikko Asset Management Americas
New York
$41.4M +$25.2M +1,868,063 +54%
BlackRock
4
BlackRock
New York
$40.2M +$44.4M +3,292,508 +165%
AIM
5
ARK Investment Management
Florida
$40.2M +$30.1M +2,229,757 +73%
WHP
6
Washington Harbour Partners
Virginia
$33.6M -$10.2M -753,233 -15%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$27.7M +$13.6M +1,011,033 +38%
GIM
8
Granahan Investment Management
Massachusetts
$21.9M -$761K -56,445 -2%
Artisan Partners
9
Artisan Partners
Wisconsin
$19.5M -$1.94M -144,064 -5%
SM
10
Senvest Management
New York
$15.5M -$12.7M -940,851 -32%
CCM
11
Cadian Capital Management
New York
$15M -$28.9M -2,145,603 -52%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$12.6M +$18.4M +1,363,445 +472%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$8.92M -$14.4M -1,071,106 -48%
ACMV
14
August Capital Management VI
California
$8.89M +$15.8M +1,169,321 New
Two Sigma Investments
15
Two Sigma Investments
New York
$8.31M +$13.1M +974,911 +823%
Citadel Advisors
16
Citadel Advisors
Florida
$7.01M +$11.4M +848,548 +1,153%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.8M +$711K +52,761 +7%
NRCM
18
Northern Right Capital Management
Connecticut
$5.47M +$1.95M +145,000 +25%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$5.47M +$9.7M +719,646 New
ETC
20
Exchange Traded Concepts
Oklahoma
$5.39M +$1.76M +130,469 +23%
Goldman Sachs
21
Goldman Sachs
New York
$4.91M +$6.41M +475,799 +279%
AAM
22
AMI Asset Management
California
$4.83M +$1.99M +147,694 +30%
Blackstone Inc
23
Blackstone Inc
New York
$4.77M -$8.39M -622,542 -50%
Morgan Stanley
24
Morgan Stanley
New York
$4.42M +$4.14M +306,928 +112%
AGM
25
Alpine Global Management
New York
$3.71M +$6.59M +488,592 New

GENI Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Genius Sports (GENI) for Q4 2021, worth a combined $641M — down 61% from $1.63B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of GENI and 36 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 33 added.

The largest buyer was BlackRock, adding an estimated $44.4M. The largest seller was Fred Alger Management, cutting an estimated $71.3M.

  • 107 institutional investors held Genius Sports (GENI) as of Q4 2021, down from 111 in Q3 2021.
  • Funds reported $641M of Genius Sports stock for Q4 2021, down 61% quarter-over-quarter.
  • 36 funds opened new Genius Sports positions in Q4 2021 and 40 closed out, a net change of -4 holders.
  • The largest Genius Sports buyer in Q4 2021 was BlackRock, an estimated $44.4M added.
  • The largest Genius Sports seller in Q4 2021 was Fred Alger Management, an estimated $71.3M sold.

Based on aggregated 13F filings for Q4 2021.