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Pegasystems
PEGA

Overview Fund Activity

243 hedge funds and large institutions have $5.42B invested in Pegasystems in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-12
Holders Change %
-4.71%
% of All Funds
4.24%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
33
Increased
88
Reduced
79
Closed
45
Calls
$7.34M
Puts
$22.5M
Net Calls
-$15.1M
Net Calls Change
-$27.4M

Top Buyers

1
SCA
Southpoint Capital Advisors
New York
$139M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$51.6M
3
LWCA
Locust Wood Capital Advisers
New York
$51.2M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$178M
5
Capital Research Global Investors
Capital Research Global Investors
California
$130M

Top Sellers

1
LCG
Luxor Capital Group
New York
$479M
2
CCM
Cadian Capital Management
New York
$0
3
DCM
Dorsal Capital Management
California
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$5.84M
5
EAM
Eagle Asset Management
Florida
$98.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
226
HM Payson & Co
Maine
$7K – – –
BCA
227
Berman Capital Advisors
Georgia
$7K +$1K +16 +17%
Group One Trading
228
Group One Trading
Illinois
$6K -$8.63K -118 -59%
CFO
229
CVA Family Office
Colorado
$6K +$6K +84 New
CWP
230
Concord Wealth Partners
Virginia
$5K – – –
NFG
231
Next Financial Group
Texas
$5K +$3.71K +52 +289%
QCG
232
Quadrant Capital Group
Ohio
$4K -$690 -10 -15%
IFAM
233
Institutional & Family Asset Management
Colorado
$3K – – –
GWS
234
Glassman Wealth Services
Virginia
$3K – – –
SCA
235
Stonebridge Capital Advisors
Minnesota
$3K +$1.5K +24 +100%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$3K +$3K +46 New
BBHC
237
Brown Brothers Harriman & Co
New York
$2.88K -$129 -1,858 -4%
EFSCE
238
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$857 -12 -46%
BWM
239
Baystate Wealth Management
Massachusetts
$1K – – –
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$1K – – –
APWA
241
Atlas Private Wealth Advisors
New Jersey
$1K – – –
BWL
242
Bogart Wealth LLC
Virginia
$1K +$100 +2 +11%
MF
243
Magnetar Financial
Illinois
$415 -$1.37K -19,726 -77%
AIG
244
American International Group
New York
$117 – – –
CCM
245
Cadian Capital Management
New York
– -$40M -698,826 Closed
DCM
246
Dorsal Capital Management
California
– -$20M -350,000 Closed
Allianz Asset Management
247
Allianz Asset Management
Germany
– -$17.9M -313,482 Closed
TPM
248
Totem Point Management
New York
– -$15.7M -274,792 Closed
HGM
249
Highside Global Management
Texas
– -$15.3M -268,226 Closed
ECM
250
Engle Capital Management
Connecticut
– -$9.49M -166,000 Closed
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