Agilysys
AGYS
87 hedge funds and large institutions have $242M invested in Agilysys in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
17% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 23
7% more funds holding
Funds holding: 81 → 87 (+6)
2.04% more ownership
Funds ownership: 82.96% → 85% (+2%)
4% more capital invested
Capital invested by funds: $232M → $242M (+$10.3M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Paloma Partners
Greenwich,
Connecticut
|
+$19.9M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$13.6M |
| 3 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$3.96M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.21M |
| 5 |
ACM
Archon Capital Management
Seattle,
Washington
|
+$878K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCO
MAK Capital One
New York
|
-$21.7M |
| 2 |
SFM
Soros Fund Management
New York
|
-$1.16M |
| 3 |
LAM
Lapides Asset Management
Greenwich,
Connecticut
|
-$581K |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$386K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$354K |
AGYS Hedge Fund Activity: Q4 2017 in Review
87 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q4 2017, worth a combined $242M — up 4.4% from $232M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new AGYS positions and 8 closed out — a net gain of 7 holders — while 27 added to existing stakes and 23 trimmed.
The largest buyer was Paloma Partners, opening a new position worth an estimated $19.9M. The largest seller was MAK Capital One, cutting an estimated $21.7M.
- 87 institutional investors held Agilysys (AGYS) as of Q4 2017, up from 81 in Q3 2017.
- Funds reported $242M of Agilysys stock for Q4 2017, up 4.4% quarter-over-quarter.
- 15 funds opened new Agilysys positions in Q4 2017 and 8 closed out, a net change of +7 holders.
- The largest Agilysys buyer in Q4 2017 was Paloma Partners, an estimated $19.9M added.
- The largest Agilysys seller in Q4 2017 was MAK Capital One, an estimated $21.7M sold.
Based on aggregated 13F filings for Q4 2017.