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Pegasystems
PEGA

Overview Fund Activity

255 hedge funds and large institutions have $4.38B invested in Pegasystems in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 82 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
4.49%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
40
Increased
96
Reduced
82
Closed
39
Calls
$27.2M
Puts
$15M
Net Calls
+$12.2M
Net Calls Change
+$18.4M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$112M
2
LCG
Luxor Capital Group
New York
$452M
3
FAM
Foxhaven Asset Management
Virginia
$128M
4
PIMC
Praesidium Investment Management Company
New York
$185M
5
EC
Eminence Capital
New York
$93M

Top Sellers

1
CCM
Cadian Capital Management
New York
$40M
2
SI
SQN Investors
California
$0
3
DCM
Dorsal Capital Management
California
$20M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$34M
5
American Century Companies
American Century Companies
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
226
Ellevest Inc
New York
$16K -$18.7K -318 -54%
TWA
227
TCI Wealth Advisors
Arizona
$13K – – –
IAIM
228
International Assets Investment Management
Florida
$13K – – –
CP
229
Corbenic Partners
Pennsylvania
$13K +$13K +228 New
LC
230
Lindbrook Capital
California
$12K +$4.08K +70 +51%
AWA
231
Arkadios Wealth Advisors
Georgia
$11K – – –
Group One Trading
232
Group One Trading
Illinois
$11K +$11K +200 New
CCA
233
Column Capital Advisors
Indiana
$9K – – –
APA
234
American Portfolios Advisors
New York
$8.46K – – –
HPC
235
HM Payson & Co
Maine
$6K – – –
BCA
236
Berman Capital Advisors
Georgia
$5K – – –
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +90 New
CWP
238
Concord Wealth Partners
Virginia
$4K – – –
CI Investments Inc
239
CI Investments Inc
Ontario, Canada
$4K – – –
QCG
240
Quadrant Capital Group
Ohio
$4K +$588 +10 +17%
IFAM
241
Institutional & Family Asset Management
Colorado
$3K -$1.68K -28 -36%
BBHC
242
Brown Brothers Harriman & Co
New York
$2.47K – – –
GWS
243
Glassman Wealth Services
Virginia
$2K – – –
JWA
244
JFS Wealth Advisors
Pennsylvania
$2K +$2K +34 New
APWA
245
Atlas Private Wealth Advisors
New Jersey
$1K – – –
NFG
246
Next Financial Group
Texas
$1K – – –
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$1K +$833 +10 +500%
EFSCE
248
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$462 +12 +86%
BWM
249
Baystate Wealth Management
Massachusetts
$1K +$1K +16 New
BWL
250
Bogart Wealth LLC
Virginia
$1K +$1K +18 New
8 9
10
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