Agilysys
AGYS
144 hedge funds and large institutions have $976M invested in Agilysys in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 19 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 54
0.68% more ownership
Funds ownership: 98.35% → 99.02% (+0.68%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less funds holding
Funds holding: 155 → 144 (-11)
9% less capital invested
Capital invested by funds: $1.07B → $976M (-$97M)
58% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
+$5.22M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$5.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.05M |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$2.19M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
-$4.16M |
| 2 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$2.15M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.96M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.58M |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$874K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAM
151
Panagora Asset Management
Boston,
Massachusetts
| – | -$236K | -5,298 | Closed |
|
152
ProShare Advisors
Bethesda,
Maryland
| – | -$234K | -5,254 | Closed |
|
153
Teacher Retirement System of Texas
Austin,
Texas
| – | -$203K | -4,572 | Closed |
|
154
Janus Henderson Group
London,
United Kingdom
| – | -$202K | -4,541 | Closed |
|
155
Marshall Wace
London,
United Kingdom
| – | -$171K | -3,839 | Closed |
|
|
EVM
156
Eaton Vance Management
Boston,
Massachusetts
| – | -$66K | -1,497 | Closed |
|
157
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$49K | -1,102 | Closed |
|
|
ACM
158
Aquatic Capital Management
Chicago,
Illinois
| – | -$49K | -1,100 | Closed |
|
|
TWA
159
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3K | -69 | Closed |
|
|
PA
160
Parallel Advisors
San Francisco,
California
| – | -$1K | -25 | Closed |
|
|
T
161
TCWP
Beachwood,
Ohio
| – | +$361 | +9 | New |
|
AGYS Hedge Fund Activity: Q1 2022 in Review
144 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q1 2022, worth a combined $976M — down 9% from $1.07B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of AGYS and 8 opened new positions — a net loss of 11 holders — while 54 trimmed existing stakes and 57 added.
The largest buyer was Bares Capital Management, adding an estimated $5.22M. The largest seller was Geode Capital Management, cutting an estimated $4.16M.
- 144 institutional investors held Agilysys (AGYS) as of Q1 2022, down from 155 in Q4 2021.
- Funds reported $976M of Agilysys stock for Q1 2022, down 9% quarter-over-quarter.
- 8 funds opened new Agilysys positions in Q1 2022 and 19 closed out, a net change of -11 holders.
- The largest Agilysys buyer in Q1 2022 was Bares Capital Management, an estimated $5.22M added.
- The largest Agilysys seller in Q1 2022 was Geode Capital Management, an estimated $4.16M sold.
Based on aggregated 13F filings for Q1 2022.