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Pegasystems

257 hedge funds and large institutions have $5.26B invested in Pegasystems in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $4.71B → $5.26B (+$557M)

1% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 94

0.66% more ownership

Funds ownership: 97.23%97.89% (+0.66%)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1% less funds holding

Funds holding: 259257 (-2)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

40% less call options, than puts

Call options by funds: $9.42M | Put options by funds: $15.6M

Holders
257
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
4.55%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
30
Increased
95
Reduced
94
Closed
30
Calls
$9.42M
Puts
$15.6M
Net Calls
-$6.2M
Net Calls Change
-$447K
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
226
TCI Wealth Advisors
Arizona
$16K
AWA
227
Arkadios Wealth Advisors
Georgia
$13K
IAIM
228
International Assets Investment Management
Florida
$13K +$12.8K +200 New
CCA
229
Column Capital Advisors
Indiana
$10K
APA
230
American Portfolios Advisors
New York
$9.86K
LC
231
Lindbrook Capital
California
$9K
GAAM
232
Guinness Atkinson Asset Management
California
$9K +$8.42K +132 New
PCG
233
Private Capital Group
Connecticut
$7K -$24.6K -386 -79%
HPC
234
HM Payson & Co
Maine
$7K
VAIA
235
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.74K -90 -49%
BCA
236
Berman Capital Advisors
Georgia
$6K
PFPT
237
Pinnacle Financial Partners (Tennessee)
Tennessee
$6K
SFS
238
Sowell Financial Services
Arkansas
$6K
ICP
239
Interchange Capital Partners
Pennsylvania
$6K +$6K +94 New
CI Investments Inc
240
CI Investments Inc
Ontario, Canada
$5K -$1.15K -18 -21%
IFAM
241
Institutional & Family Asset Management
Colorado
$5K -$128 -2 -3%
CWP
242
Concord Wealth Partners
Virginia
$5K +$4.85K +76 New
QCG
243
Quadrant Capital Group
Ohio
$4K
ABC
244
Associated Banc-Corp
Wisconsin
$3K
GWS
245
Glassman Wealth Services
Virginia
$3K
PWPS
246
Pinnacle Wealth Planning Services
Ohio
$2K +$1.79K +28 New
APWA
247
Atlas Private Wealth Advisors
New Jersey
$1K
EFSCE
248
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
NFG
249
Next Financial Group
Texas
$1K
PAM
250
Panagora Asset Management
Massachusetts
$1K

PEGA Hedge Fund Activity: Q4 2020 in Review

257 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2020, worth a combined $5.26B — up 12% from $4.71B a quarter earlier.

Fund positioning in PEGA was balanced in Q4 2020: 30 funds opened new positions, 30 closed out, 95 added to existing stakes and 94 trimmed.

The largest buyer was Bares Capital Management, adding an estimated $65.1M. The largest seller was Dorsal Capital Management, cutting an estimated $54.2M.

  • 257 institutional investors held Pegasystems (PEGA) as of Q4 2020, down from 259 in Q3 2020.
  • Funds reported $5.26B of Pegasystems stock for Q4 2020, up 12% quarter-over-quarter.
  • 30 funds opened new Pegasystems positions in Q4 2020 and 30 closed out, a net change of 0 holders.
  • The largest Pegasystems buyer in Q4 2020 was Bares Capital Management, an estimated $65.1M added.
  • The largest Pegasystems seller in Q4 2020 was Dorsal Capital Management, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2020.