Agilysys
AGYS
81 hedge funds and large institutions have $254M invested in Agilysys in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
17% more capital invested
Capital invested by funds: $217M → $254M (+$36.1M)
3% more funds holding
Funds holding: 79 → 81 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
26% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
RGM Capital
Naples,
Florida
|
+$1.46M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.43M |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$637K |
| 4 |
MRM
Michael R. Murphy
|
+$554K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Teachers Advisors
New York
|
-$1.49M |
| 2 |
Renaissance Technologies
New York
|
-$1.05M |
| 3 |
RA
Royce & Associates
New York
|
-$651K |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$515K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$397K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
76
Ladenburg Thalmann Financial Services
Miami,
Florida
| $7K | – | – | – |
|
77
BlackRock
New York
| $6K | – | – | – |
|
78
BNP Paribas Financial Markets
Paris,
France
| $2.55K | +$2.25K | +183 | New |
|
79
Group One Trading
Chicago,
Illinois
| $1K | +$614 | +50 | New |
|
80
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $165 | +$5K | +407 | +4% |
|
81
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$232K | -19,500 | Closed |
|
82
First Manhattan
New York
| – | -$27K | -2,300 | Closed |
|
|
TRCT
83
Tower Research Capital (TRC)
New York
| – | -$4K | -343 | Closed |
|
AGYS Hedge Fund Activity: Q4 2013 in Review
81 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q4 2013, worth a combined $254M — up 17% from $217M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AGYS positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 31 trimmed.
The largest buyer was RGM Capital, adding an estimated $1.46M. The largest seller was Teachers Advisors, cutting an estimated $1.49M.
- 81 institutional investors held Agilysys (AGYS) as of Q4 2013, up from 79 in Q3 2013.
- Funds reported $254M of Agilysys stock for Q4 2013, up 17% quarter-over-quarter.
- 6 funds opened new Agilysys positions in Q4 2013 and 4 closed out, a net change of +2 holders.
- The largest Agilysys buyer in Q4 2013 was RGM Capital, an estimated $1.46M added.
- The largest Agilysys seller in Q4 2013 was Teachers Advisors, an estimated $1.49M sold.
Based on aggregated 13F filings for Q4 2013.