Agilysys
AGYS
231 hedge funds and large institutions have $2.13B invested in Agilysys in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 81 reducing their positions, and 32 closing their positions.
126% more call options, than puts
Call options by funds: $1.77M | Put options by funds: $783K
34% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 32
4% more funds holding
Funds holding: 222 → 231 (+9)
4% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 81
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $2.15B → $2.13B (-$22.5M)
7.43% less ownership
Funds ownership: 99.96% → 92.53% (-7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$66.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.5M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$15.1M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$14.8M |
| 5 |
FAM
Fred Alger Management
New York
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCO
MAK Capital One
New York
|
-$102M |
| 2 |
Morgan Stanley
New York
|
-$35.9M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$30.9M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$17.9M |
| 5 |
NTCM
Nine Ten Capital Management
Chicago,
Illinois
|
-$12M |
AGYS Hedge Fund Activity: Q1 2024 in Review
231 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q1 2024, worth a combined $2.13B — down 1% from $2.15B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new AGYS positions and 32 closed out — a net gain of 11 holders — while 84 added to existing stakes and 81 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $66.3M. The largest seller was MAK Capital One, cutting an estimated $102M.
- 231 institutional investors held Agilysys (AGYS) as of Q1 2024, up from 222 in Q4 2023.
- Funds reported $2.13B of Agilysys stock for Q1 2024, down 1% quarter-over-quarter.
- 43 funds opened new Agilysys positions in Q1 2024 and 32 closed out, a net change of +11 holders.
- The largest Agilysys buyer in Q1 2024 was Wasatch Advisors, an estimated $66.3M added.
- The largest Agilysys seller in Q1 2024 was MAK Capital One, an estimated $102M sold.
Based on aggregated 13F filings for Q1 2024.