Agilysys
AGYS
100 hedge funds and large institutions have $313M invested in Agilysys in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
100% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 22
31% more capital invested
Capital invested by funds: $238M → $313M (+$74.7M)
11% more funds holding
Funds holding: 90 → 100 (+10)
1.67% more ownership
Funds ownership: 85.74% → 87.41% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$2.44M |
| 2 |
BlackRock
New York
|
+$1.98M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$1.92M |
| 4 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$1.67M |
| 5 |
HM
HCSF Management
San Francisco,
California
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$7.43M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$2.2M |
| 3 |
2L
22NW LP
Seattle,
Washington
|
-$2.1M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.16M |
| 5 |
LAM
Lapides Asset Management
Greenwich,
Connecticut
|
-$849K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$190K | -15,951 | Closed |
|
|
TPSF
102
Texas Permanent School Fund
Austin,
Texas
| – | -$121K | -10,186 | Closed |
|
|
SWP
103
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$47K | -3,923 | Closed |
|
AGYS Hedge Fund Activity: Q2 2018 in Review
100 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q2 2018, worth a combined $313M — up 31% from $238M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AGYS positions and 4 closed out — a net gain of 10 holders — while 44 added to existing stakes and 22 trimmed.
The largest buyer was Royce & Associates, adding an estimated $2.44M. The largest seller was Paloma Partners, cutting an estimated $7.43M.
- 100 institutional investors held Agilysys (AGYS) as of Q2 2018, up from 90 in Q1 2018.
- Funds reported $313M of Agilysys stock for Q2 2018, up 31% quarter-over-quarter.
- 14 funds opened new Agilysys positions in Q2 2018 and 4 closed out, a net change of +10 holders.
- The largest Agilysys buyer in Q2 2018 was Royce & Associates, an estimated $2.44M added.
- The largest Agilysys seller in Q2 2018 was Paloma Partners, an estimated $7.43M sold.
Based on aggregated 13F filings for Q2 2018.