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Genius Sports

132 hedge funds and large institutions have $770M invested in Genius Sports in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $3.08M | Put options by funds: $1.74M

3.52% more ownership

Funds ownership: 59.59%63.11% (+3.5%)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

5% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 43

1% more funds holding

Funds holding: 131132 (+1)

3% less capital invested

Capital invested by funds: $797M → $770M (-$27.3M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
1.9%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
21
Increased
45
Reduced
43
Closed
20
Calls
$3.08M
Puts
$1.74M
Net Calls
+$1.34M
Net Calls Change
-$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Caledonia Investments (Australia)
Australia
$115M -$2.39M -372,264 -2%
GIM
2
Granahan Investment Management
Massachusetts
$67.7M -$11M -1,718,242 -13%
NAMA
3
Nikko Asset Management Americas
New York
$48.6M +$10.9M +1,702,602 +25%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$48.6M +$10.9M +1,702,602 +25%
AIM
5
ARK Investment Management
Florida
$40.5M +$1.2M +187,186 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$39.2M -$2.69M -419,093 -6%
BlackRock
7
BlackRock
New York
$31.9M +$887K +138,095 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$31.1M -$2.4M -373,172 -6%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$30.4M -$162K -25,245 -0.5%
SM
10
Senvest Management
New York
$28.3M +$2.81M +436,857 +10%
VC
11
Voss Capital
Texas
$27.8M +$27.9M +4,350,000 +829%
DCM
12
Discovery Capital Management
Connecticut
$27.4M +$16.1M +2,503,787 +109%
SM
13
Samjo Management
New York
$19.2M -$4.12M -641,450 -16%
OAM
14
Ophir Asset Management
Australia
$19.1M -$1.39M -215,966 -6%
CCPM
15
Cooper Creek Partners Management
New York
$13.3M +$14.9M +2,324,964 New
Wells Fargo
16
Wells Fargo
California
$13M +$7.68M +1,196,319 +111%
PCM
17
Portolan Capital Management
Massachusetts
$12.6M -$1.15M -179,555 -8%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$12.5M -$13.9M -2,166,900 -50%
HRCM
19
Hood River Capital Management
Florida
$10.9M -$10.1M -1,578,189 -45%
IECM
20
Intrinsic Edge Capital Management
Illinois
$9.68M +$412K +64,114 +4%
NIM
21
Needham Investment Management
New York
$7.28M +$4.82M +750,000 +143%
SAM
22
Silvercrest Asset Management
New York
$6.62M +$324K +50,482 +5%
Millennium Management
23
Millennium Management
New York
$6.38M +$1.77M +276,043 +33%
DCM
24
Driehaus Capital Management
Illinois
$6.28M -$6.18M -962,353 -47%
Amundi
25
Amundi
France
$6.13M -$632K -98,314 -8%

GENI Hedge Fund Activity: Q1 2024 in Review

132 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Genius Sports (GENI) for Q1 2024, worth a combined $770M — down 3.4% from $797M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new GENI positions and 20 closed out — a net gain of 1 holder — while 45 added to existing stakes and 43 trimmed.

The largest buyer was Voss Capital, adding an estimated $27.9M. The largest seller was Fidelity Investments, cutting an estimated $13.9M.

  • 132 institutional investors held Genius Sports (GENI) as of Q1 2024, up from 131 in Q4 2023.
  • Funds reported $770M of Genius Sports stock for Q1 2024, down 3.4% quarter-over-quarter.
  • 21 funds opened new Genius Sports positions in Q1 2024 and 20 closed out, a net change of +1 holder.
  • The largest Genius Sports buyer in Q1 2024 was Voss Capital, an estimated $27.9M added.
  • The largest Genius Sports seller in Q1 2024 was Fidelity Investments, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2024.