Agilysys
AGYS
123 hedge funds and large institutions have $576M invested in Agilysys in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 27 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
37% more capital invested
Capital invested by funds: $421M → $576M (+$155M)
0.83% more ownership
Funds ownership: 100.29% → 101.12% (+0.83%)
10% less funds holding
Funds holding: 137 → 123 (-14)
27% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 51
52% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NTCM
Nine Ten Capital Management
Chicago,
Illinois
|
+$11.8M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$11.7M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.47M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$6.14M |
| 5 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$4.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$5.18M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$4.59M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.63M |
| 4 |
Renaissance Technologies
New York
|
-$2.61M |
| 5 |
UFG
United Fire Group
Cedar Rapids,
Iowa
|
-$2.25M |
AGYS Hedge Fund Activity: Q3 2020 in Review
123 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q3 2020, worth a combined $576M — up 37% from $421M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of AGYS and 13 opened new positions — a net loss of 14 holders — while 51 trimmed existing stakes and 37 added.
The largest buyer was Nine Ten Capital Management, adding an estimated $11.8M. The largest seller was Nuveen, cutting an estimated $5.18M.
- 123 institutional investors held Agilysys (AGYS) as of Q3 2020, down from 137 in Q2 2020.
- Funds reported $576M of Agilysys stock for Q3 2020, up 37% quarter-over-quarter.
- 13 funds opened new Agilysys positions in Q3 2020 and 27 closed out, a net change of -14 holders.
- The largest Agilysys buyer in Q3 2020 was Nine Ten Capital Management, an estimated $11.8M added.
- The largest Agilysys seller in Q3 2020 was Nuveen, an estimated $5.18M sold.
Based on aggregated 13F filings for Q3 2020.