Manhattan Associates
MANH
557 hedge funds and large institutions have $13.3B invested in Manhattan Associates in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 203 increasing their positions, 192 reducing their positions, and 39 closing their positions.
174% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 39
102% more call options, than puts
Call options by funds: $36.5M | Put options by funds: $18.1M
12% more funds holding
Funds holding: 496 → 557 (+61)
10% more capital invested
Capital invested by funds: $12.1B → $13.3B (+$1.22B)
1.41% more ownership
Funds ownership: 99.2% → 100.61% (+1.4%)
6% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 192
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$284M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$81.5M |
| 3 |
BlackRock
New York
|
+$67.4M |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$55.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$50.7M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$285M |
| 2 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$57.7M |
| 3 |
Millennium Management
New York
|
-$39.4M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$37.7M |
| 5 |
Neuberger Berman Group
New York
|
-$36.3M |
MANH Hedge Fund Activity: Q4 2023 in Review
557 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Manhattan Associates (MANH) for Q4 2023, worth a combined $13.3B — up 10% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new MANH positions and 39 closed out — a net gain of 68 holders — while 203 added to existing stakes and 192 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $284M. The largest seller was Invesco, cutting an estimated $285M.
- 557 institutional investors held Manhattan Associates (MANH) as of Q4 2023, up from 496 in Q3 2023.
- Funds reported $13.3B of Manhattan Associates stock for Q4 2023, up 10% quarter-over-quarter.
- 107 funds opened new Manhattan Associates positions in Q4 2023 and 39 closed out, a net change of +68 holders.
- The largest Manhattan Associates buyer in Q4 2023 was Morgan Stanley, an estimated $284M added.
- The largest Manhattan Associates seller in Q4 2023 was Invesco, an estimated $285M sold.
Based on aggregated 13F filings for Q4 2023.