Manhattan Associates
MANH
260 hedge funds and large institutions have $3.75B invested in Manhattan Associates in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 105 increasing their positions, 83 reducing their positions, and 54 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
27% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 83
18% more capital invested
Capital invested by funds: $3.18B → $3.75B (+$568M)
0.04% less ownership
Funds ownership: 110.85% → 110.81% (-0.04%)
4% less funds holding
Funds holding: 271 → 260 (-11)
20% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 54
45% less call options, than puts
Call options by funds: $4.55M | Put options by funds: $8.29M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$37.9M |
| 2 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$33.1M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$17.7M |
| 4 |
RC
RGM Capital
Naples,
Florida
|
+$12.5M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$45M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$37.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$28.1M |
| 4 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$21.9M |
| 5 |
Morgan Stanley
New York
|
-$19M |
MANH Hedge Fund Activity: Q4 2017 in Review
260 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Manhattan Associates (MANH) for Q4 2017, worth a combined $3.75B — up 18% from $3.18B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of MANH and 43 opened new positions — a net loss of 11 holders — while 83 trimmed existing stakes and 105 added.
The largest buyer was Neuberger Berman Group, adding an estimated $37.9M. The largest seller was Renaissance Technologies, cutting an estimated $45M.
- 260 institutional investors held Manhattan Associates (MANH) as of Q4 2017, down from 271 in Q3 2017.
- Funds reported $3.75B of Manhattan Associates stock for Q4 2017, up 18% quarter-over-quarter.
- 43 funds opened new Manhattan Associates positions in Q4 2017 and 54 closed out, a net change of -11 holders.
- The largest Manhattan Associates buyer in Q4 2017 was Neuberger Berman Group, an estimated $37.9M added.
- The largest Manhattan Associates seller in Q4 2017 was Renaissance Technologies, an estimated $45M sold.
Based on aggregated 13F filings for Q4 2017.