Agilysys
AGYS
205 hedge funds and large institutions have $2.02B invested in Agilysys in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 78 reducing their positions, and 19 closing their positions.
63% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 19
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
16% more call options, than puts
Call options by funds: $3.15M | Put options by funds: $2.72M
8% more capital invested
Capital invested by funds: $1.87B → $2.02B (+$153M)
6% more funds holding
Funds holding: 194 → 205 (+11)
2.93% more ownership
Funds ownership: 94.3% → 97.23% (+2.9%)
17% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
+$28.5M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$21.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$21.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.6M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$18.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$17.6M |
| 3 |
NTCM
Nine Ten Capital Management
Chicago,
Illinois
|
-$17M |
| 4 |
BCM
Bares Capital Management
Austin,
Texas
|
-$15.7M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$9.85M |
AGYS Hedge Fund Activity: Q1 2023 in Review
205 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q1 2023, worth a combined $2.02B — up 8.2% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new AGYS positions and 19 closed out — a net gain of 12 holders — while 65 added to existing stakes and 78 trimmed.
The largest buyer was Fred Alger Management, adding an estimated $28.5M. The largest seller was Granite Investment Partners, cutting an estimated $18.6M.
- 205 institutional investors held Agilysys (AGYS) as of Q1 2023, up from 194 in Q4 2022.
- Funds reported $2.02B of Agilysys stock for Q1 2023, up 8.2% quarter-over-quarter.
- 31 funds opened new Agilysys positions in Q1 2023 and 19 closed out, a net change of +12 holders.
- The largest Agilysys buyer in Q1 2023 was Fred Alger Management, an estimated $28.5M added.
- The largest Agilysys seller in Q1 2023 was Granite Investment Partners, an estimated $18.6M sold.
Based on aggregated 13F filings for Q1 2023.