Manhattan Associates
MANH
223 hedge funds and large institutions have $2.51B invested in Manhattan Associates in 2014 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 96 reducing their positions, and 38 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
3% less capital invested
Capital invested by funds: $2.59B → $2.51B (-$82.9M)
7% less funds holding
Funds holding: 240 → 223 (-17)
20% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 96
31% less call options, than puts
Call options by funds: $1.63M | Put options by funds: $2.35M
39% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$16.5M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$15.3M |
| 3 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
+$13M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$11.7M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Geneva Advisors
Chicago,
Illinois
|
-$27.4M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$22.4M |
| 3 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$9.38M |
| 4 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
-$9.36M |
| 5 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$6.64M |
MANH Hedge Fund Activity: Q3 2014 in Review
223 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Manhattan Associates (MANH) for Q3 2014, worth a combined $2.51B — down 3.2% from $2.59B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of MANH and 23 opened new positions — a net loss of 15 holders — while 96 trimmed existing stakes and 77 added.
The largest buyer was Atlanta Capital Management, adding an estimated $16.5M. The largest seller was Geneva Advisors, cutting an estimated $27.4M.
- 223 institutional investors held Manhattan Associates (MANH) as of Q3 2014, down from 240 in Q2 2014.
- Funds reported $2.51B of Manhattan Associates stock for Q3 2014, down 3.2% quarter-over-quarter.
- 23 funds opened new Manhattan Associates positions in Q3 2014 and 38 closed out, a net change of -15 holders.
- The largest Manhattan Associates buyer in Q3 2014 was Atlanta Capital Management, an estimated $16.5M added.
- The largest Manhattan Associates seller in Q3 2014 was Geneva Advisors, an estimated $27.4M sold.
Based on aggregated 13F filings for Q3 2014.