Manhattan Associates
MANH
271 hedge funds and large institutions have $3.18B invested in Manhattan Associates in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 127 increasing their positions, 79 reducing their positions, and 44 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 79
21% more call options, than puts
Call options by funds: $2.97M | Put options by funds: $2.45M
1.77% more ownership
Funds ownership: 109.08% → 110.85% (+1.8%)
4% less funds holding
Funds holding: 282 → 271 (-11)
13% less capital invested
Capital invested by funds: $3.64B → $3.18B (-$460M)
14% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 44
80% less funds holding in top 10
Funds holding in top 10: 5 → 1 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$40.5M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$26.9M |
| 3 |
O
OppenheimerFunds
New York
|
+$26.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$26.8M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$45M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$44.8M |
| 3 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$44.4M |
| 4 |
MWNA
Marshall Wace North America
New York
|
-$41.1M |
| 5 |
Axa
Paris,
France
|
-$20.6M |
MANH Hedge Fund Activity: Q3 2017 in Review
271 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Manhattan Associates (MANH) for Q3 2017, worth a combined $3.18B — down 13% from $3.64B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of MANH and 38 opened new positions — a net loss of 6 holders — while 79 trimmed existing stakes and 127 added.
The largest buyer was Disciplined Growth Investors, opening a new position worth an estimated $40.5M. The largest seller was Invesco, cutting an estimated $45M.
- 271 institutional investors held Manhattan Associates (MANH) as of Q3 2017, down from 282 in Q2 2017.
- Funds reported $3.18B of Manhattan Associates stock for Q3 2017, down 13% quarter-over-quarter.
- 38 funds opened new Manhattan Associates positions in Q3 2017 and 44 closed out, a net change of -6 holders.
- The largest Manhattan Associates buyer in Q3 2017 was Disciplined Growth Investors, an estimated $40.5M added.
- The largest Manhattan Associates seller in Q3 2017 was Invesco, an estimated $45M sold.
Based on aggregated 13F filings for Q3 2017.