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Pegasystems
PEGA

Overview Fund Activity

250 hedge funds and large institutions have $3.15B invested in Pegasystems in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 83 reducing their positions, and 56 closing their positions.

Holders
250
Holders Change
-14
Holders Change %
-5.3%
% of All Funds
3.96%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
45
Increased
87
Reduced
83
Closed
56
Calls
$35M
Puts
$3.92M
Net Calls
+$31.1M
Net Calls Change
-$83.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$173M
2
TGA
2
TPG GP A
Texas
$159M
3
SRFM
3
Shannon River Fund Management
New York
$32.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$32M
5
Millennium Management
5
Millennium Management
New York
$25M

Top Sellers

1
FAM
1
Foxhaven Asset Management
Virginia
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$19.1M
4
LWCA
4
Locust Wood Capital Advisers
New York
$0
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
226
EverSource Wealth Advisors
Alabama
$10K 122 – –
TWA
227
TCI Wealth Advisors
Arizona
$9K 119 +2 +2%
C
228
Covestor
United Kingdom
$8K 98 -429 -81%
EC
229
Elequin Capital
New York
$8K 94 +94 New
QCG
230
Quadrant Capital Group
Ohio
$7K 88 +84 +2,100%
GWS
231
Glassman Wealth Services
Virginia
$7K 86 +86 New
CCA
232
Column Capital Advisors
Indiana
$6K 77 – –
RA
233
Rise Advisors
New York
$6K 75 – –
APA
234
American Portfolios Advisors
New York
$5.97K 74 – –
CWP
235
Concord Wealth Partners
Virginia
$5K 62 +24 +63%
UB
236
UMB Bank
Missouri
$4K 53 – –
HPC
237
HM Payson & Co
Maine
$4K 50 – –
MTIC
238
Missouri Trust & Investment Company
Missouri
$4K 52 – –
AAP
239
Arax Advisory Partners
Colorado
$3K 34 +23 +209%
SC
240
Sierra Capital
Florida
$2K 24 – –
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$2K 23 +23 New
IA
242
IFP Advisors
Florida
$2K 28 +28 New
IFAM
243
Institutional & Family Asset Management
Colorado
$1K 14 -1 -7%
BWM
244
Baystate Wealth Management
Massachusetts
$1K 8 – –
AF
245
Allworth Financial
California
$1K 14 +14 New
T
246
TCWP
Ohio
$1K 20 +20 New
Macquarie Group
247
Macquarie Group
Australia
$111 1,375 – –
FAM
248
Foxhaven Asset Management
Virginia
– – -1,427,203 Closed
William Blair Investment Management
249
William Blair Investment Management
Illinois
– – -1,189,235 Closed
LWCA
250
Locust Wood Capital Advisers
New York
– – -401,787 Closed
8 9
10
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