Agilysys
AGYS
222 hedge funds and large institutions have $2.15B invested in Agilysys in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 85 reducing their positions, and 18 closing their positions.
1,712% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $59K
139% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 18
32% more capital invested
Capital invested by funds: $1.64B → $2.15B (+$517M)
12% more funds holding
Funds holding: 199 → 222 (+23)
2.28% more ownership
Funds ownership: 97.68% → 99.96% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
18% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$43.5M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$24.3M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$24.2M |
| 4 |
Rockefeller Capital Management
New York
|
+$12.6M |
| 5 |
BlackRock
New York
|
+$8.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCO
MAK Capital One
New York
|
-$38.3M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$15.9M |
| 3 |
NTCM
Nine Ten Capital Management
Chicago,
Illinois
|
-$14.4M |
| 4 |
SCM
Snyder Capital Management
San Francisco,
California
|
-$14M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.1M |
AGYS Hedge Fund Activity: Q4 2023 in Review
222 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q4 2023, worth a combined $2.15B — up 32% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new AGYS positions and 18 closed out — a net gain of 25 holders — while 70 added to existing stakes and 85 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $43.5M. The largest seller was MAK Capital One, cutting an estimated $38.3M.
- 222 institutional investors held Agilysys (AGYS) as of Q4 2023, up from 199 in Q3 2023.
- Funds reported $2.15B of Agilysys stock for Q4 2023, up 32% quarter-over-quarter.
- 43 funds opened new Agilysys positions in Q4 2023 and 18 closed out, a net change of +25 holders.
- The largest Agilysys buyer in Q4 2023 was Morgan Stanley, an estimated $43.5M added.
- The largest Agilysys seller in Q4 2023 was MAK Capital One, an estimated $38.3M sold.
Based on aggregated 13F filings for Q4 2023.