Agilysys
AGYS
136 hedge funds and large institutions have $538M invested in Agilysys in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 15 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 39
6% more capital invested
Capital invested by funds: $505M → $538M (+$32.4M)
6.08% more ownership
Funds ownership: 83.31% → 89.39% (+6.1%)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
1% more funds holding
Funds holding: 135 → 136 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Snyder Capital Management
San Francisco,
California
|
+$18M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.68M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$3.19M |
| 4 |
Millennium Management
New York
|
+$2.73M |
| 5 |
RA
Royce & Associates
New York
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
ClariVest Asset Management
San Diego,
California
|
-$3.8M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
-$3.21M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.95M |
| 4 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$2.1M |
| 5 |
CAM
Crown Advisors Management
Larkspur,
California
|
-$1.92M |
AGYS Hedge Fund Activity: Q4 2019 in Review
136 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q4 2019, worth a combined $538M — up 6.4% from $505M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new AGYS positions and 15 closed out — a net gain of 1 holder — while 58 added to existing stakes and 39 trimmed.
The largest buyer was Snyder Capital Management, opening a new position worth an estimated $18M. The largest seller was ClariVest Asset Management, cutting an estimated $3.8M.
- 136 institutional investors held Agilysys (AGYS) as of Q4 2019, up from 135 in Q3 2019.
- Funds reported $538M of Agilysys stock for Q4 2019, up 6.4% quarter-over-quarter.
- 16 funds opened new Agilysys positions in Q4 2019 and 15 closed out, a net change of +1 holder.
- The largest Agilysys buyer in Q4 2019 was Snyder Capital Management, an estimated $18M added.
- The largest Agilysys seller in Q4 2019 was ClariVest Asset Management, an estimated $3.8M sold.
Based on aggregated 13F filings for Q4 2019.