Manhattan Associates
MANH
212 hedge funds and large institutions have $2.25B invested in Manhattan Associates in 2013 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 93 reducing their positions, and 14 closing their positions.
186% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 14
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more capital invested
Capital invested by funds: $1.87B → $2.25B (+$390M)
14% more funds holding
Funds holding: 186 → 212 (+26)
38% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 93
41% less call options, than puts
Call options by funds: $12.2M | Put options by funds: $20.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$20.1M |
| 2 |
ACM
Apex Capital Management
Dayton,
Ohio
|
+$10.3M |
| 3 |
Renaissance Technologies
New York
|
+$6.97M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$6.49M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$5.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$29.2M |
| 2 |
RA
Royce & Associates
New York
|
-$19.1M |
| 3 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$15.7M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$6.46M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$5.9M |
MANH Hedge Fund Activity: Q4 2013 in Review
212 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Manhattan Associates (MANH) for Q4 2013, worth a combined $2.25B — up 21% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new MANH positions and 14 closed out — a net gain of 26 holders — while 58 added to existing stakes and 93 trimmed.
The largest buyer was Northern Trust, adding an estimated $20.1M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $29.2M sold.
- 212 institutional investors held Manhattan Associates (MANH) as of Q4 2013, up from 186 in Q3 2013.
- Funds reported $2.25B of Manhattan Associates stock for Q4 2013, up 21% quarter-over-quarter.
- 40 funds opened new Manhattan Associates positions in Q4 2013 and 14 closed out, a net change of +26 holders.
- The largest Manhattan Associates buyer in Q4 2013 was Northern Trust, an estimated $20.1M added.
- The largest Manhattan Associates seller in Q4 2013 was Vaughan Nelson Investment Management, an estimated $29.2M sold.
Based on aggregated 13F filings for Q4 2013.