Agilysys
AGYS
142 hedge funds and large institutions have $1.16B invested in Agilysys in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 67 reducing their positions, and 22 closing their positions.
6,511% more call options, than puts
Call options by funds: $1.85M | Put options by funds: $28K
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
28% more capital invested
Capital invested by funds: $907M → $1.16B (+$251M)
1.8% more ownership
Funds ownership: 100.62% → 102.43% (+1.8%)
0% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 22
1% less funds holding
Funds holding: 143 → 142 (-1)
43% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$51M |
| 2 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$24.3M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$12.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$10.1M |
| 5 |
BlackRock
New York
|
+$8.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$15.9M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$13.9M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$11.3M |
| 4 |
Renaissance Technologies
New York
|
-$5.33M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$4.85M |
AGYS Hedge Fund Activity: Q1 2021 in Review
142 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q1 2021, worth a combined $1.16B — up 28% from $907M a quarter earlier.
Fund positioning in AGYS was balanced in Q1 2021: 22 funds opened new positions, 22 closed out, 38 added to existing stakes and 67 trimmed.
The largest buyer was Artisan Partners, opening a new position worth an estimated $51M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $15.9M.
- 142 institutional investors held Agilysys (AGYS) as of Q1 2021, down from 143 in Q4 2020.
- Funds reported $1.16B of Agilysys stock for Q1 2021, up 28% quarter-over-quarter.
- 22 funds opened new Agilysys positions in Q1 2021 and 22 closed out, a net change of 0 holders.
- The largest Agilysys buyer in Q1 2021 was Artisan Partners, an estimated $51M added.
- The largest Agilysys seller in Q1 2021 was Cramer Rosenthal McGlynn, an estimated $15.9M sold.
Based on aggregated 13F filings for Q1 2021.