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Rush Street Interactive

127 hedge funds and large institutions have $359M invested in Rush Street Interactive in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $9.59M | Put options by funds: $2.27M

4.8% more ownership

Funds ownership: 75.35%80.15% (+4.8%)

7% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 41

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

2% less funds holding

Funds holding: 129127 (-2)

51% less capital invested

Capital invested by funds: $736M → $359M (-$377M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
44
Reduced
41
Closed
31
Calls
$9.59M
Puts
$2.27M
Net Calls
+$7.32M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HVCM
1
HG Vora Capital Management
New York
$43.6M +$2.52M +250,000 +4%
CCA
2
Canyon Capital Advisors
Texas
$36.5M +$24.1M +2,386,255 +91%
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.6M +$1.6M +159,172 +3%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$34M +$4.83M +479,183 +11%
Goldman Sachs
5
Goldman Sachs
New York
$31.7M +$42.9M +4,252,245 +3,765%
BlackRock
6
BlackRock
New York
$25.5M +$307K +30,403 +0.9%
TCM
7
TimesSquare Capital Management
New York
$12.7M -$3.69M -365,800 -17%
Jennison Associates
8
Jennison Associates
New York
$12M +$703K +69,701 +4%
UBS AM
9
UBS AM
Illinois
$11.6M -$1.45M -143,967 -8%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$9.29M -$167K -16,610 -1%
KCM
11
Kornitzer Capital Management
Kansas
$8.73M +$862K +85,465 +8%
State Street
12
State Street
Massachusetts
$7.39M +$327K +32,434 +3%
Nomura Holdings
13
Nomura Holdings
Japan
$7.26M +$10.1M +1,000,200 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$6.63M +$610K +60,527 +7%
ETC
15
Exchange Traded Concepts
Oklahoma
$6.49M -$151K -14,952 -2%
PCM
16
Penn Capital Management
Pennsylvania
$6.31M +$5.79M +574,422 +1,075%
Morgan Stanley
17
Morgan Stanley
New York
$5.73M -$1.55M -153,766 -16%
Citadel Advisors
18
Citadel Advisors
Florida
$5.63M +$3.64M +361,175 +87%
TRSOTSOK
19
Teachers Retirement System of the State of Kentucky
Kentucky
$5.25M +$1.21M +120,390 +20%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$5.19M +$7.2M +714,000 New
Renaissance Technologies
21
Renaissance Technologies
New York
$4.22M +$5.85M +579,900 New
William Blair & Company
22
William Blair & Company
Illinois
$3.78M -$37K -3,668 -0.7%
N
23
Nuveen
North Carolina
$3.66M -$3.27M -324,324 -44%
Northern Trust
24
Northern Trust
Illinois
$3.56M -$215K -21,314 -4%
Charles Schwab
25
Charles Schwab
California
$2.79M +$151K +15,010 +4%

RSI Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Rush Street Interactive (RSI) for Q1 2022, worth a combined $359M — down 51% from $736M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of RSI and 30 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 44 added.

The largest buyer was Goldman Sachs, adding an estimated $42.9M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $33.9M sold.

  • 127 institutional investors held Rush Street Interactive (RSI) as of Q1 2022, down from 129 in Q4 2021.
  • Funds reported $359M of Rush Street Interactive stock for Q1 2022, down 51% quarter-over-quarter.
  • 30 funds opened new Rush Street Interactive positions in Q1 2022 and 31 closed out, a net change of -1 holder.
  • The largest Rush Street Interactive buyer in Q1 2022 was Goldman Sachs, an estimated $42.9M added.
  • The largest Rush Street Interactive seller in Q1 2022 was Eagle Asset Management, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2022.