Agilysys
AGYS
155 hedge funds and large institutions have $1.07B invested in Agilysys in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 18 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 52
0.2% less ownership
Funds ownership: 98.54% → 98.35% (-0.2%)
1% less funds holding
Funds holding: 156 → 155 (-1)
6% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 18
15% less capital invested
Capital invested by funds: $1.27B → $1.07B (-$193M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$9.39M |
| 2 |
BCM
Bares Capital Management
Austin,
Texas
|
+$6.99M |
| 3 |
BlackRock
New York
|
+$6.62M |
| 4 |
2L
22NW LP
Seattle,
Washington
|
+$4.82M |
| 5 |
RC
Roubaix Capital
Denver,
Colorado
|
+$3.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$13.6M |
| 2 |
Neuberger Berman Group
New York
|
-$4.54M |
| 3 |
CA
CastleArk Alternatives
Chicago,
Illinois
|
-$4.04M |
| 4 |
CM
Castleark Management
Chicago,
Illinois
|
-$4.04M |
| 5 |
Goldman Sachs
New York
|
-$2.58M |
AGYS Hedge Fund Activity: Q4 2021 in Review
155 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q4 2021, worth a combined $1.07B — down 15% from $1.27B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of AGYS and 17 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 58 added.
The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $9.39M. The largest seller was Lord, Abbett & Co, cutting an estimated $13.6M.
- 155 institutional investors held Agilysys (AGYS) as of Q4 2021, down from 156 in Q3 2021.
- Funds reported $1.07B of Agilysys stock for Q4 2021, down 15% quarter-over-quarter.
- 17 funds opened new Agilysys positions in Q4 2021 and 18 closed out, a net change of -1 holder.
- The largest Agilysys buyer in Q4 2021 was Cramer Rosenthal McGlynn, an estimated $9.39M added.
- The largest Agilysys seller in Q4 2021 was Lord, Abbett & Co, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2021.