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Agilysys

144 hedge funds and large institutions have $976M invested in Agilysys in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 54

0.68% more ownership

Funds ownership: 98.35%99.02% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 155144 (-11)

9% less capital invested

Capital invested by funds: $1.07B → $976M (-$97M)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

Holders
144
Holders Change
-11
Holders Change %
-7.1%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
57
Reduced
54
Closed
19
Calls
$319K
Puts
Net Calls
+$319K
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
MCO
1
MAK Capital One
New York
$158M
BlackRock
2
BlackRock
New York
$126M +$2.04M +50,734 +2%
NTCM
3
Nine Ten Capital Management
Illinois
$71M +$1.48M +36,900 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$66.1M +$833K +20,735 +1%
Artisan Partners
5
Artisan Partners
Wisconsin
$56.2M -$88.7K -2,208 -0.2%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$32.5M +$2.85K +71 +0%
SCM
7
Snyder Capital Management
California
$31.2M -$774K -19,269 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$29.7M -$99.1K -2,467 -0.3%
State Street
9
State Street
Massachusetts
$29.2M +$1.2M +29,936 +4%
BCM
10
Bares Capital Management
Texas
$22.1M +$5.22M +130,000 +31%
GIP
11
Granite Investment Partners
California
$22.1M +$2.19M +54,575 +11%
CRM
12
Cramer Rosenthal McGlynn
Connecticut
$19.8M -$756K -18,825 -4%
WA
13
Wasatch Advisors
Utah
$19.8M +$5.1M +126,969 +34%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$19.8M -$1.58M -39,251 -7%
Northern Trust
15
Northern Trust
Illinois
$19.4M +$2.05M +51,034 +12%
AC
16
AltraVue Capital
Washington
$18.6M +$94.4K +2,350 +0.5%
Deutsche Bank
17
Deutsche Bank
Germany
$17.7M -$598K -14,880 -3%
RA
18
Royce & Associates
New York
$15M -$578K -14,400 -4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$14.5M -$4.16M -103,580 -22%
2L
20
22NW LP
Washington
$11.3M
Renaissance Technologies
21
Renaissance Technologies
New York
$10.5M -$205K -5,100 -2%
PAIM
22
Punch & Associates Investment Management
Minnesota
$10.1M +$5.02K +125 +0%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$9.02M -$1.96M -48,851 -18%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$8.75M +$175K +4,356 +2%
TIM
25
Thornburg Investment Management
New Mexico
$8.19M +$857K +21,353 +12%

AGYS Hedge Fund Activity: Q1 2022 in Review

144 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q1 2022, worth a combined $976M — down 9% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of AGYS and 8 opened new positions — a net loss of 11 holders — while 54 trimmed existing stakes and 57 added.

The largest buyer was Bares Capital Management, adding an estimated $5.22M. The largest seller was Geode Capital Management, cutting an estimated $4.16M.

  • 144 institutional investors held Agilysys (AGYS) as of Q1 2022, down from 155 in Q4 2021.
  • Funds reported $976M of Agilysys stock for Q1 2022, down 9% quarter-over-quarter.
  • 8 funds opened new Agilysys positions in Q1 2022 and 19 closed out, a net change of -11 holders.
  • The largest Agilysys buyer in Q1 2022 was Bares Capital Management, an estimated $5.22M added.
  • The largest Agilysys seller in Q1 2022 was Geode Capital Management, an estimated $4.16M sold.

Based on aggregated 13F filings for Q1 2022.