Manhattan Associates
MANH
294 hedge funds and large institutions have $4.87B invested in Manhattan Associates in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 128 reducing their positions, and 30 closing their positions.
351% more call options, than puts
Call options by funds: $5.32M | Put options by funds: $1.18M
27% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 30
21% more capital invested
Capital invested by funds: $4.02B → $4.87B (+$853M)
1% more funds holding
Funds holding: 292 → 294 (+2)
3.62% less ownership
Funds ownership: 112.4% → 108.78% (-3.6%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
36% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 128
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$65.3M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$45.9M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$28.7M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$17M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$105M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$35.5M |
| 3 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$21.9M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$21.7M |
| 5 |
RC
RGM Capital
Naples,
Florida
|
-$10.7M |
MANH Hedge Fund Activity: Q2 2019 in Review
294 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Manhattan Associates (MANH) for Q2 2019, worth a combined $4.87B — up 21% from $4.02B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new MANH positions and 30 closed out — a net gain of 8 holders — while 82 added to existing stakes and 128 trimmed.
The largest buyer was Invesco, adding an estimated $65.3M. The largest seller was Brown Capital Management, cutting an estimated $105M.
- 294 institutional investors held Manhattan Associates (MANH) as of Q2 2019, up from 292 in Q1 2019.
- Funds reported $4.87B of Manhattan Associates stock for Q2 2019, up 21% quarter-over-quarter.
- 38 funds opened new Manhattan Associates positions in Q2 2019 and 30 closed out, a net change of +8 holders.
- The largest Manhattan Associates buyer in Q2 2019 was Invesco, an estimated $65.3M added.
- The largest Manhattan Associates seller in Q2 2019 was Brown Capital Management, an estimated $105M sold.
Based on aggregated 13F filings for Q2 2019.