Manhattan Associates
MANH
249 hedge funds and large institutions have $3.76B invested in Manhattan Associates in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 111 reducing their positions, and 24 closing their positions.
38% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 24
23% more capital invested
Capital invested by funds: $3.06B → $3.76B (+$704M)
2% more funds holding
Funds holding: 243 → 249 (+6)
30% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 111
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
45% less call options, than puts
Call options by funds: $2.06M | Put options by funds: $3.73M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$50.3M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$21.5M |
| 3 |
Bank of New York Mellon
New York
|
+$16.3M |
| 4 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
+$14.4M |
| 5 |
FAM
Fred Alger Management
New York
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$25.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.4M |
| 3 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
-$12.4M |
| 4 |
Neuberger Berman Group
New York
|
-$12.2M |
| 5 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
-$11.1M |
MANH Hedge Fund Activity: Q1 2015 in Review
249 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Manhattan Associates (MANH) for Q1 2015, worth a combined $3.76B — up 23% from $3.06B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new MANH positions and 24 closed out — a net gain of 9 holders — while 78 added to existing stakes and 111 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $50.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $25.4M sold.
- 249 institutional investors held Manhattan Associates (MANH) as of Q1 2015, up from 243 in Q4 2014.
- Funds reported $3.76B of Manhattan Associates stock for Q1 2015, up 23% quarter-over-quarter.
- 33 funds opened new Manhattan Associates positions in Q1 2015 and 24 closed out, a net change of +9 holders.
- The largest Manhattan Associates buyer in Q1 2015 was Lord, Abbett & Co, an estimated $50.3M added.
- The largest Manhattan Associates seller in Q1 2015 was Citadel Advisors, an estimated $25.4M sold.
Based on aggregated 13F filings for Q1 2015.