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Inspired Entertainment

82 hedge funds and large institutions have $278M invested in Inspired Entertainment in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

13% more capital invested

Capital invested by funds: $246M → $278M (+$31.5M)

6% more funds holding

Funds holding: 7782 (+5)

1.35% more ownership

Funds ownership: 90.07%91.42% (+1.4%)

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
18
Increased
33
Reduced
19
Closed
12
Calls
$2.04M
Puts
Net Calls
+$2.04M
Net Calls Change
-$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$39.2M
6CM
2
683 Capital Management
New York
$26.3M +$4.08M +309,201 +18%
DCM
3
DG Capital Management
New York
$22.4M +$1.93M +146,220 +9%
OAM
4
Ophir Asset Management
Australia
$22.2M +$7.28M +551,633 +47%
CC
5
Cannell Capital
Wyoming
$17.5M -$389K -29,474 -2%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$13M -$1.2M -91,029 -8%
JAMONY
7
Jacob Asset Management of New York
California
$10.8M -$586K -44,417 -5%
BRF
8
B. Riley Financial
California
$7.36M -$3.33M -252,228 -31%
WCP
9
Waterfront Capital Partners
New York
$7.3M +$7.44M +563,574 New
PCM
10
Potomac Capital Management
New York
$7.17M +$7.3M +553,206 New
GIPM
11
G2 Investment Partners Management
New York
$7.1M +$7.23M +547,496 New
Morgan Stanley
12
Morgan Stanley
New York
$6.86M +$1.12M +85,187 +19%
NC
13
Nokomis Capital
Texas
$5.63M
CPA
14
Cowen Prime Advisors
New York
$4.69M +$1.65M +125,000 +53%
TA
15
Teton Advisors
New York
$4.61M
GC
16
Gratia Capital
California
$4.43M -$317K -24,000 -7%
SC
17
Samjo Capital
New York
$4.36M +$673K +51,000 +18%
PCA
18
Prospect Capital Advisors
California
$4.25M -$2.43M -183,975 -36%
BlackRock
19
BlackRock
New York
$3.93M +$3.06M +231,551 +322%
GPCM
20
Granite Point Capital Management
Massachusetts
$3.89M +$792K +60,000 +25%
Vanguard Group
21
Vanguard Group
Pennsylvania
$3.66M +$666K +50,474 +22%
FP
22
Foundry Partners
Minnesota
$3.56M +$863K +65,395 +31%
PCM
23
Portolan Capital Management
Massachusetts
$3.11M +$3.17M +239,926 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$2.61M +$746K +56,523 +39%
IECM
25
Intrinsic Edge Capital Management
Illinois
$2.59M +$2.64M +200,000 New

INSE Hedge Fund Activity: Q4 2021 in Review

82 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Inspired Entertainment (INSE) for Q4 2021, worth a combined $278M — up 13% from $246M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new INSE positions and 12 closed out — a net gain of 6 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $7.44M. The largest seller was HG Vora Capital Management, exiting entirely with an estimated $31.6M sold.

  • 82 institutional investors held Inspired Entertainment (INSE) as of Q4 2021, up from 77 in Q3 2021.
  • Funds reported $278M of Inspired Entertainment stock for Q4 2021, up 13% quarter-over-quarter.
  • 18 funds opened new Inspired Entertainment positions in Q4 2021 and 12 closed out, a net change of +6 holders.
  • The largest Inspired Entertainment buyer in Q4 2021 was Waterfront Capital Partners, an estimated $7.44M added.
  • The largest Inspired Entertainment seller in Q4 2021 was HG Vora Capital Management, an estimated $31.6M sold.

Based on aggregated 13F filings for Q4 2021.