Agilysys
AGYS
90 hedge funds and large institutions have $259M invested in Agilysys in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
14% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 28
11% more funds holding
Funds holding: 81 → 90 (+9)
7% more capital invested
Capital invested by funds: $243M → $259M (+$16.2M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MRM
Michael R. Murphy
|
+$5.14M |
| 2 |
LAM
Lapides Asset Management
Greenwich,
Connecticut
|
+$3.88M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
+$1.55M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$869K |
| 5 |
Two Sigma Investments
New York
|
+$462K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$6.53M |
| 2 |
SAS
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
|
-$1.78M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$889K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$642K |
| 5 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$446K |
AGYS Hedge Fund Activity: Q2 2014 in Review
90 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q2 2014, worth a combined $259M — up 6.7% from $243M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new AGYS positions and 6 closed out — a net gain of 9 holders — while 32 added to existing stakes and 28 trimmed.
The largest buyer was Michael R. Murphy, adding an estimated $5.14M. The largest seller was Capital Research Global Investors, cutting an estimated $6.53M.
- 90 institutional investors held Agilysys (AGYS) as of Q2 2014, up from 81 in Q1 2014.
- Funds reported $259M of Agilysys stock for Q2 2014, up 6.7% quarter-over-quarter.
- 15 funds opened new Agilysys positions in Q2 2014 and 6 closed out, a net change of +9 holders.
- The largest Agilysys buyer in Q2 2014 was Michael R. Murphy, an estimated $5.14M added.
- The largest Agilysys seller in Q2 2014 was Capital Research Global Investors, an estimated $6.53M sold.
Based on aggregated 13F filings for Q2 2014.