We are live on ! Find out more
PEGA icon

Pegasystems

265 hedge funds and large institutions have $4.44B invested in Pegasystems in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,204% more call options, than puts

Call options by funds: $124M | Put options by funds: $9.54M

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

14% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 76

9% more funds holding

Funds holding: 243265 (+22)

0.41% more ownership

Funds ownership: 96.78%97.18% (+0.41%)

11% less capital invested

Capital invested by funds: $5.01B → $4.44B (-$572M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
265
Holders Change
+22
Holders Change %
+9.05%
% of All Funds
4.08%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
55
Increased
87
Reduced
76
Closed
29
Calls
$124M
Puts
$9.54M
Net Calls
+$115M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
OF
226
Outfitter Financial
Maine
$22K +$23.7K +400 New
ME
227
McIlrath & Eck
Washington
$20K
CI Investments Inc
228
CI Investments Inc
Ontario, Canada
$19K +$13.4K +226 +188%
HFA
229
HC Financial Advisors
California
$17K
HNB
230
Huntington National Bank
Ohio
$17K
RE
231
RBC Europe
United Kingdom
$17K
EWA
232
EverSource Wealth Advisors
Alabama
$14K +$14.4K +244 New
National Bank of Canada
233
National Bank of Canada
Quebec, Canada
$14K +$15.3K +258 New
CP
234
Corbenic Partners
Pennsylvania
$13K
TWA
235
TCI Wealth Advisors
Arizona
$13K
TCWM
236
Total Clarity Wealth Management
Illinois
$11K
CCA
237
Column Capital Advisors
Indiana
$9K
RA
238
Rise Advisors
New York
$8.4K +$8.88K +150 New
APA
239
American Portfolios Advisors
New York
$8.28K
HPC
240
HM Payson & Co
Maine
$6K
MTIC
241
Missouri Trust & Investment Company
Missouri
$6K +$6.16K +104 New
UB
242
UMB Bank
Missouri
$6K +$6.28K +106 New
BIA
243
Bell Investment Advisors
California
$5K +$1.54K +26 +43%
DFCM
244
Dark Forest Capital Management
Puerto Rico
$5K +$5.09K +86 New
CA
245
Cornerstone Advisory
Maryland
$5K +$5.33K +90 New
BA
246
Bellwether Advisors
Nebraska
$4K
CWP
247
Concord Wealth Partners
Virginia
$4K
MFAM
248
Motley Fool Asset Management
Virginia
$4K +$4.5K +76 New
LSA
249
Leonteq Securities AG
Switzerland
$3.24K +$3.43K +58 New
BWA
250
BDO Wealth Advisors
Florida
$3K

PEGA Hedge Fund Activity: Q4 2021 in Review

265 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2021, worth a combined $4.44B — down 11% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PEGA positions and 29 closed out — a net gain of 26 holders — while 87 added to existing stakes and 76 trimmed.

The largest buyer was Luxor Capital Group, adding an estimated $155M. The largest seller was Invesco, cutting an estimated $121M.

  • 265 institutional investors held Pegasystems (PEGA) as of Q4 2021, up from 243 in Q3 2021.
  • Funds reported $4.44B of Pegasystems stock for Q4 2021, down 11% quarter-over-quarter.
  • 55 funds opened new Pegasystems positions in Q4 2021 and 29 closed out, a net change of +26 holders.
  • The largest Pegasystems buyer in Q4 2021 was Luxor Capital Group, an estimated $155M added.
  • The largest Pegasystems seller in Q4 2021 was Invesco, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2021.