Agilysys
AGYS
74 hedge funds and large institutions have $194M invested in Agilysys in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 2 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 17
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 74 → 74 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
20% less capital invested
Capital invested by funds: $242M → $194M (-$48M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MRM
Michael R. Murphy
|
+$3.6M |
| 2 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$1.42M |
| 3 |
RC
RGM Capital
Naples,
Florida
|
+$1.39M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$990K |
| 5 |
Goldman Sachs
New York
|
+$361K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$1.98M |
| 2 |
LAM
Lapides Asset Management
Greenwich,
Connecticut
|
-$1.06M |
| 3 |
Bank of New York Mellon
New York
|
-$408K |
| 4 |
Two Sigma Investments
New York
|
-$245K |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$148K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fifth Third Bancorp
Cincinnati,
Ohio
| – | +$270 | +26 | New |
|
AGYS Hedge Fund Activity: Q1 2015 in Review
74 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q1 2015, worth a combined $194M — down 20% from $242M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AGYS positions and 2 closed out — a net gain of 1 holder — while 32 added to existing stakes and 17 trimmed.
The largest buyer was Michael R. Murphy, adding an estimated $3.6M. The largest seller was Rice Hall James & Associates, exiting entirely with an estimated $1.98M sold.
- 74 institutional investors held Agilysys (AGYS) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $194M of Agilysys stock for Q1 2015, down 20% quarter-over-quarter.
- 3 funds opened new Agilysys positions in Q1 2015 and 2 closed out, a net change of +1 holder.
- The largest Agilysys buyer in Q1 2015 was Michael R. Murphy, an estimated $3.6M added.
- The largest Agilysys seller in Q1 2015 was Rice Hall James & Associates, an estimated $1.98M sold.
Based on aggregated 13F filings for Q1 2015.