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Agilysys
AGYS

137 hedge funds and large institutions have $421M invested in Agilysys in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $373M → $421M (+$48.1M)

5.9% more ownership

Funds ownership: 94.39% → 100.29% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 144 → 137 (-7)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

31% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 58

Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
40
Reduced
58
Closed
26
Calls
$224K
Puts
–
Net Calls
+$224K
Net Calls Change
-$878K

Top Buyers

Rank Fund Capital Flow
1
MCO
MAK Capital One
New York
+$32.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.83M
3
DCM
Driehaus Capital Management
Illinois
+$4.79M
4
NTCM
Nine Ten Capital Management
Illinois
+$4.3M
5
WA
Wasatch Advisors
Utah
+$3.9M

Top Sellers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
-$6.67M
2
Invesco
Invesco
Georgia
-$6.51M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$6.5M
4
HM
HCSF Management
California
-$3.34M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$3.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$3.17M +$2.32M +124,048 +235%
2L
27
22NW LP
Washington
$2.94M +$1.76M +93,747 +134%
GIPM
28
G2 Investment Partners Management
New York
$2.85M -$1.68M -89,392 -36%
Principal Financial Group
29
Principal Financial Group
Iowa
$2.7M -$78.7K -4,201 -3%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$2.59M +$43.1K +2,300 +2%
MAM
31
Martingale Asset Management
Massachusetts
$2.5M +$1.87K +100 +0.1%
UFG
32
United Fire Group
Iowa
$2.25M – – –
AC
33
AltraVue Capital
Washington
$2.19M +$2.29M +122,010 New
Invesco
34
Invesco
Georgia
$1.98M -$6.51M -347,222 -76%
WG
35
Winton Group
United Kingdom
$1.87M +$1.95M +104,047 New
Morgan Stanley
36
Morgan Stanley
New York
$1.86M -$284K -15,134 -13%
Ameriprise
37
Ameriprise
Minnesota
$1.67M -$118K -6,290 -6%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$1.57M +$111K +5,914 +7%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$1.55M +$1.12M +59,722 +224%
LCM
40
Legato Capital Management
California
$1.5M +$1.57M +83,850 New
AQR Capital Management
41
AQR Capital Management
Connecticut
$1.43M -$397K -21,179 -21%
HIM
42
Herald Investment Management
United Kingdom
$1.38M – – –
Wells Fargo
43
Wells Fargo
California
$1.33M -$1.86M -99,483 -57%
Bessemer Group
44
Bessemer Group
New Jersey
$1.32M +$2.53K +135 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
45
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.29M – – –
Goldman Sachs
46
Goldman Sachs
New York
$1.28M -$1.18M -62,776 -47%
PPA
47
Parametric Portfolio Associates
Washington
$1.24M -$178K -9,475 -12%
SEI Investments
48
SEI Investments
Pennsylvania
$1.18M -$16.4K -877 -1%
CAM
49
ClariVest Asset Management
California
$1.16M -$395K -21,058 -25%
EGM
50
Engineers Gate Manager
New York
$1.07M +$573K +30,558 +105%
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AGYS Hedge Fund Activity: Q2 2020 in Review

137 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q2 2020, worth a combined $421M — up 13% from $373M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AGYS and 19 opened new positions — a net loss of 7 holders — while 58 trimmed existing stakes and 40 added.

The largest buyer was MAK Capital One, adding an estimated $32.5M. The largest seller was Silvercrest Asset Management, exiting entirely with an estimated $6.67M sold.

  • 137 institutional investors held Agilysys (AGYS) as of Q2 2020, down from 144 in Q1 2020.
  • Funds reported $421M of Agilysys stock for Q2 2020, up 13% quarter-over-quarter.
  • 19 funds opened new Agilysys positions in Q2 2020 and 26 closed out, a net change of -7 holders.
  • The largest Agilysys buyer in Q2 2020 was MAK Capital One, an estimated $32.5M added.
  • The largest Agilysys seller in Q2 2020 was Silvercrest Asset Management, an estimated $6.67M sold.

Based on aggregated 13F filings for Q2 2020.