Agilysys
AGYS
196 hedge funds and large institutions have $1.87B invested in Agilysys in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 8 closing their positions.
425% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 8
38% more capital invested
Capital invested by funds: $1.36B → $1.87B (+$512M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more funds holding
Funds holding: 162 → 196 (+34)
3% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 61
0.82% less ownership
Funds ownership: 97.98% → 97.16% (-0.82%)
42% less call options, than puts
Call options by funds: $4.1M | Put options by funds: $7.05M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
+$36M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$24.8M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$21.3M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$17.5M |
| 5 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
+$8.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NTCM
Nine Ten Capital Management
Chicago,
Illinois
|
-$38.9M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$31.3M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$17.1M |
| 4 |
2L
22NW LP
Seattle,
Washington
|
-$15.7M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$9.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DA
201
DCM Advisors
New York
| – | -$443K | -8,000 | Closed |
|
202
Jane Street
New York
| – | -$254K | -4,589 | Closed |
|
|
MAM
203
Meeder Asset Management
Dublin,
Ohio
| – | -$2K | -42 | Closed |
|
AGYS Hedge Fund Activity: Q4 2022 in Review
196 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q4 2022, worth a combined $1.87B — up 38% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new AGYS positions and 8 closed out — a net gain of 34 holders — while 63 added to existing stakes and 61 trimmed.
The largest buyer was Fred Alger Management, opening a new position worth an estimated $36M. The largest seller was Nine Ten Capital Management, cutting an estimated $38.9M.
- 196 institutional investors held Agilysys (AGYS) as of Q4 2022, up from 162 in Q3 2022.
- Funds reported $1.87B of Agilysys stock for Q4 2022, up 38% quarter-over-quarter.
- 42 funds opened new Agilysys positions in Q4 2022 and 8 closed out, a net change of +34 holders.
- The largest Agilysys buyer in Q4 2022 was Fred Alger Management, an estimated $36M added.
- The largest Agilysys seller in Q4 2022 was Nine Ten Capital Management, an estimated $38.9M sold.
Based on aggregated 13F filings for Q4 2022.