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Inspired Entertainment

33 hedge funds and large institutions have $77.5M invested in Inspired Entertainment in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

28.05% more ownership

Funds ownership: 47.13%75.18% (+28%)

25% more capital invested

Capital invested by funds: $61.8M → $77.5M (+$15.7M)

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
8
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VP
1
Vitruvian Partners
United Kingdom
$29.4M +$38M +6,118,837 New
HVCM
2
HG Vora Capital Management
New York
$18M
Macquarie Group
3
Macquarie Group
Australia
$14.5M
AIC
4
AWM Investment Company
New York
$4.7M -$777K -125,000 -11%
6CM
5
683 Capital Management
New York
$3.85M +$270K +43,394 +6%
TA
6
Teton Advisors
New York
$1.41M +$175K +28,238 +11%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1M -$258K -41,545 -17%
Millennium Management
8
Millennium Management
New York
$598K -$298K -47,886 -28%
CSC
9
Cove Street Capital
California
$595K +$381K +61,266 +98%
PCM
10
Penn Capital Management
Pennsylvania
$526K +$28.9K +4,650 +4%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$470K +$150K +24,100 +33%
HP
12
Harvey Partners
New York
$430K +$62.6K +10,071 +13%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$409K
GF
14
Gabelli Funds
New York
$332K +$57.4K +9,233 +15%
Renaissance Technologies
15
Renaissance Technologies
New York
$254K -$51.6K -8,300 -14%
RA
16
Royce & Associates
New York
$240K +$311K +50,000 New
BlackRock
17
BlackRock
New York
$144K -$3.4K -548 -2%
SIM
18
Spark Investment Management
New York
$111K -$16.8K -2,700 -10%
State Street
19
State Street
Massachusetts
$85K -$1.39K -224 -1%
Morgan Stanley
20
Morgan Stanley
New York
$76K -$10.2K -1,640 -9%
ECM
21
Element Capital Management
New York
$74K -$206K -33,189 -68%
Northern Trust
22
Northern Trust
Illinois
$72K
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$71K
CHAM
24
Clear Harbor Asset Management
Connecticut
$67K -$52.4K -8,431 -38%
PP
25
Paloma Partners
Connecticut
$62K -$42.7K -6,880 -35%

INSE Hedge Fund Activity: Q4 2018 in Review

33 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Inspired Entertainment (INSE) for Q4 2018, worth a combined $77.5M — up 25% from $61.8M a quarter earlier.

Fund positioning in INSE was balanced in Q4 2018: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 14 trimmed.

The largest buyer was Cove Street Capital, adding an estimated $381K. The largest seller was AWM Investment Company, cutting an estimated $777K.

  • 33 institutional investors held Inspired Entertainment (INSE) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $77.5M of Inspired Entertainment stock for Q4 2018, up 25% quarter-over-quarter.
  • 3 funds opened new Inspired Entertainment positions in Q4 2018 and 3 closed out, a net change of 0 holders.
  • The largest Inspired Entertainment buyer in Q4 2018 was Cove Street Capital, an estimated $381K added.
  • The largest Inspired Entertainment seller in Q4 2018 was AWM Investment Company, an estimated $777K sold.

Based on aggregated 13F filings for Q4 2018.