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Pegasystems
PEGA

Overview Fund Activity

243 hedge funds and large institutions have $5.01B invested in Pegasystems in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
–
Holders Change %
0%
% of All Funds
4.27%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
30
Increased
89
Reduced
79
Closed
29
Calls
$10.7M
Puts
$16.4M
Net Calls
-$5.68M
Net Calls Change
+$9.47M

Top Buyers

1
EC
1
Eminence Capital
New York
$143M
2
FAM
2
Foxhaven Asset Management
Virginia
$171M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$24.1M
4
TGHSA
4
TPG Group Holdings (SBS) Advisors
Texas
$156M
5
Invesco
5
Invesco
Georgia
$240M

Top Sellers

1
LCG
1
Luxor Capital Group
New York
$407M
2
MCM
2
Makena Capital Management
California
$0
3
EAM
3
Eagle Asset Management
Florida
$74.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.77M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
226
CI Investments Inc
Ontario, Canada
$8K +$667 +10 +9%
BCA
227
Berman Capital Advisors
Georgia
$7K – – –
HPC
228
HM Payson & Co
Maine
$6K – – –
QCG
229
Quadrant Capital Group
Ohio
$6K +$2.22K +34 +59%
CWP
230
Concord Wealth Partners
Virginia
$5K – – –
LC
231
Lindbrook Capital
California
$4K -$8.49K -140 -68%
BIA
232
Bell Investment Advisors
California
$4K +$4K +60 New
BA
233
Bellwether Advisors
Nebraska
$4K +$4K +78 New
GWS
234
Glassman Wealth Services
Virginia
$3K – – –
BWA
235
BDO Wealth Advisors
Florida
$3K +$3K +50 New
BBHC
236
Brown Brothers Harriman & Co
New York
$2.59K -$35 -550 -1%
SCA
237
Stonebridge Capital Advisors
Minnesota
$2K -$2K -24 -50%
IFAM
238
Institutional & Family Asset Management
Colorado
$2K -$1.33K -20 -40%
EBA
239
Eagle Bay Advisors
New York
$2K +$2K +24 New
NFG
240
Next Financial Group
Texas
$1K -$2.89K -52 -74%
BWL
241
Bogart Wealth LLC
Virginia
$1K – – –
BWM
242
Baystate Wealth Management
Massachusetts
$1K – – –
AssetMark Inc
243
AssetMark Inc
California
$1K +$1K +8 New
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +10 New
MCM
245
Makena Capital Management
California
– -$15.9M -228,228 Closed
Arrowstreet Capital
246
Arrowstreet Capital
Massachusetts
– -$8.64M -124,118 Closed
HF
247
HRT Financial
New York
– -$4.51M -64,808 Closed
MAM
248
Melqart Asset Management
United Kingdom
– -$4.23M -60,802 Closed
SFI
249
Susquehanna Fundamental Investments
Pennsylvania
– -$2.3M -33,074 Closed
Citadel Advisors
250
Citadel Advisors
Florida
– -$1.68M -24,096 Closed
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10
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