Agilysys
AGYS
111 hedge funds and large institutions have $383M invested in Agilysys in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 10 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 29
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
32% more capital invested
Capital invested by funds: $290M → $383M (+$93.2M)
7% more funds holding
Funds holding: 104 → 111 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8.65% less ownership
Funds ownership: 86.2% → 77.55% (-8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$11M |
| 2 |
GIPM
G2 Investment Partners Management
New York
|
+$5.75M |
| 3 |
Millennium Management
New York
|
+$3.6M |
| 4 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$2.14M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCO
MAK Capital One
New York
|
-$53.1M |
| 2 |
ACM
Archon Capital Management
Seattle,
Washington
|
-$6.48M |
| 3 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$5.21M |
| 4 |
CAM
ClariVest Asset Management
San Diego,
California
|
-$2.22M |
| 5 |
LAM
Lapides Asset Management
Greenwich,
Connecticut
|
-$2.04M |
AGYS Hedge Fund Activity: Q1 2019 in Review
111 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q1 2019, worth a combined $383M — up 32% from $290M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AGYS positions and 10 closed out — a net gain of 7 holders — while 50 added to existing stakes and 29 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $11M. The largest seller was MAK Capital One, cutting an estimated $53.1M.
- 111 institutional investors held Agilysys (AGYS) as of Q1 2019, up from 104 in Q4 2018.
- Funds reported $383M of Agilysys stock for Q1 2019, up 32% quarter-over-quarter.
- 17 funds opened new Agilysys positions in Q1 2019 and 10 closed out, a net change of +7 holders.
- The largest Agilysys buyer in Q1 2019 was Deutsche Bank, an estimated $11M added.
- The largest Agilysys seller in Q1 2019 was MAK Capital One, an estimated $53.1M sold.
Based on aggregated 13F filings for Q1 2019.