Manhattan Associates
MANH
319 hedge funds and large institutions have $7.4B invested in Manhattan Associates in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 127 reducing their positions, and 30 closing their positions.
161% more call options, than puts
Call options by funds: $6.17M | Put options by funds: $2.37M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
40% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 30
10% more capital invested
Capital invested by funds: $6.74B → $7.4B (+$658M)
3% more funds holding
Funds holding: 309 → 319 (+10)
2.21% less ownership
Funds ownership: 101.8% → 99.59% (-2.2%)
16% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$45.6M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$30.3M |
| 3 |
SRFM
Shannon River Fund Management
New York
|
+$28.9M |
| 4 |
BlackRock
New York
|
+$28.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$127M |
| 2 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
-$38.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$24.6M |
| 4 |
RA
Royce & Associates
New York
|
-$24.1M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$23.9M |
MANH Hedge Fund Activity: Q1 2021 in Review
319 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Manhattan Associates (MANH) for Q1 2021, worth a combined $7.4B — up 9.8% from $6.74B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new MANH positions and 30 closed out — a net gain of 12 holders — while 107 added to existing stakes and 127 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $45.6M. The largest seller was Atlanta Capital Management, cutting an estimated $127M.
- 319 institutional investors held Manhattan Associates (MANH) as of Q1 2021, up from 309 in Q4 2020.
- Funds reported $7.4B of Manhattan Associates stock for Q1 2021, up 9.8% quarter-over-quarter.
- 42 funds opened new Manhattan Associates positions in Q1 2021 and 30 closed out, a net change of +12 holders.
- The largest Manhattan Associates buyer in Q1 2021 was Wellington Management Group, an estimated $45.6M added.
- The largest Manhattan Associates seller in Q1 2021 was Atlanta Capital Management, an estimated $127M sold.
Based on aggregated 13F filings for Q1 2021.