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Pegasystems

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

81% more call options, than puts

Call options by funds: $27.2M | Put options by funds: $15M

17% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 82

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

1% less funds holding

Funds holding: 257255 (-2)

3.25% less ownership

Funds ownership: 97.89%94.64% (-3.2%)

17% less capital invested

Capital invested by funds: $5.26B → $4.38B (-$885M)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
255
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
4.48%
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
Name Holding Trade Value Shares
Change
Change in
Stake
EI
226
Ellevest Inc
New York
$16K -$20.8K -318 -54%
IAIM
227
International Assets Investment Management
Florida
$13K
TWA
228
TCI Wealth Advisors
Arizona
$13K
CP
229
Corbenic Partners
Pennsylvania
$13K +$14.9K +228 New
LC
230
Lindbrook Capital
California
$12K +$4.58K +70 +51%
AWA
231
Arkadios Wealth Advisors
Georgia
$11K
Group One Trading
232
Group One Trading
Illinois
$11K +$13.1K +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 +$5.88K +90 New
CI Investments Inc
238
CI Investments Inc
Ontario, Canada
$4K
CWP
239
Concord Wealth Partners
Virginia
$4K
QCG
240
Quadrant Capital Group
Ohio
$4K +$654 +10 +17%
IFAM
241
Institutional & Family Asset Management
Colorado
$3K -$1.83K -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 +$2.22K +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 +$654 +10 +500%
EFSCE
248
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$785 +12 +86%
BWM
249
Baystate Wealth Management
Massachusetts
$1K +$1.05K +16 New
BWL
250
Bogart Wealth LLC
Virginia
$1K +$1.18K +18 New