Agilysys
AGYS
209 hedge funds and large institutions have $1.7B invested in Agilysys in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 27 closing their positions.
1,714% more call options, than puts
Call options by funds: $3.1M | Put options by funds: $171K
15% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 27
13% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 70
2% more funds holding
Funds holding: 205 → 209 (+4)
0.37% more ownership
Funds ownership: 97.23% → 97.59% (+0.37%)
16% less capital invested
Capital invested by funds: $2.02B → $1.7B (-$322M)
71% less funds holding in top 10
Funds holding in top 10: 7 → 2 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$20.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.5M |
| 3 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$9.14M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$6.71M |
| 5 |
Two Sigma Investments
New York
|
+$5.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$36.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.4M |
| 3 |
SRFM
Shannon River Fund Management
New York
|
-$8.26M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$8.14M |
| 5 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$5.69M |
AGYS Hedge Fund Activity: Q2 2023 in Review
209 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q2 2023, worth a combined $1.7B — down 16% from $2.02B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new AGYS positions and 27 closed out — a net gain of 4 holders — while 79 added to existing stakes and 70 trimmed.
The largest buyer was Geneva Capital Management, opening a new position worth an estimated $20.8M. The largest seller was Lord, Abbett & Co, cutting an estimated $36.1M.
- 209 institutional investors held Agilysys (AGYS) as of Q2 2023, up from 205 in Q1 2023.
- Funds reported $1.7B of Agilysys stock for Q2 2023, down 16% quarter-over-quarter.
- 31 funds opened new Agilysys positions in Q2 2023 and 27 closed out, a net change of +4 holders.
- The largest Agilysys buyer in Q2 2023 was Geneva Capital Management, an estimated $20.8M added.
- The largest Agilysys seller in Q2 2023 was Lord, Abbett & Co, an estimated $36.1M sold.
Based on aggregated 13F filings for Q2 2023.