Manhattan Associates
MANH
281 hedge funds and large institutions have $3.64B invested in Manhattan Associates in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 101 reducing their positions, and 44 closing their positions.
159% more call options, than puts
Call options by funds: $5.58M | Put options by funds: $2.15M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
8.42% more ownership
Funds ownership: 100.65% → 109.08% (+8.4%)
7% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 101
1% less capital invested
Capital invested by funds: $3.69B → $3.64B (-$47.9M)
3% less funds holding
Funds holding: 290 → 281 (-9)
18% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$86.2M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$60.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$27.2M |
| 4 |
RC
RGM Capital
Naples,
Florida
|
+$26.5M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Geneva Advisors
Chicago,
Illinois
|
-$25.7M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$24.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$22.7M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$14M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$11M |
MANH Hedge Fund Activity: Q2 2017 in Review
281 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Manhattan Associates (MANH) for Q2 2017, worth a combined $3.64B — down 1.3% from $3.69B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of MANH and 36 opened new positions — a net loss of 8 holders — while 101 trimmed existing stakes and 108 added.
The largest buyer was OppenheimerFunds, opening a new position worth an estimated $86.2M. The largest seller was Geneva Advisors, cutting an estimated $25.7M.
- 281 institutional investors held Manhattan Associates (MANH) as of Q2 2017, down from 290 in Q1 2017.
- Funds reported $3.64B of Manhattan Associates stock for Q2 2017, down 1.3% quarter-over-quarter.
- 36 funds opened new Manhattan Associates positions in Q2 2017 and 44 closed out, a net change of -8 holders.
- The largest Manhattan Associates buyer in Q2 2017 was OppenheimerFunds, an estimated $86.2M added.
- The largest Manhattan Associates seller in Q2 2017 was Geneva Advisors, an estimated $25.7M sold.
Based on aggregated 13F filings for Q2 2017.