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Pegasystems
PEGA

Overview Fund Activity

238 hedge funds and large institutions have $1.91B invested in Pegasystems in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+48
Holders Change %
+25.26%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
63
Increased
77
Reduced
66
Closed
12
Calls
$4.77M
Puts
$1.71M
Net Calls
+$3.06M
Net Calls Change
+$10.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15.4M
3
WP
3
Woodline Partners
California
$20.3M
4
Millennium Management
4
Millennium Management
New York
$13.5M
5
Boston Partners
5
Boston Partners
Massachusetts
$12M

Top Sellers

1
CCM
1
Cadian Capital Management
New York
$72.2M
2
LCG
2
Luxor Capital Group
New York
$61.8M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$1.74M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
TGA
5
TPG GP A
Texas
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
226
Rise Advisors
New York
$1.72K – – –
GI
227
GAMMA Investing
California
$1.32K +$1.32K +54 New
GRP
228
Global Retirement Partners
California
$1.3K – – –
GC
229
Globeflex Capital
California
$1.08K +$1.08K +44 New
BTI
230
Blue Trust Inc
Georgia
$1K – – –
TCG
231
Transcendent Capital Group
Oklahoma
$977 +$977 +40 New
AAP
232
Arax Advisory Partners
Colorado
$493 -$1.58K -64 -76%
AF
233
Allworth Financial
California
$391 -$147 -6 -27%
VCM
234
Versant Capital Management
Arizona
$244 -$1.95K -80 -89%
RCM
235
Raleigh Capital Management
North Carolina
$244 +$244 +10 New
SIS
236
Sound Income Strategies
Florida
$195 – – –
CAS
237
Coppell Advisory Solutions
Texas
$195 +$195 +8 New
HNB
238
Huntington National Bank
Ohio
$49 – – –
Wellington Management Group
239
Wellington Management Group
Massachusetts
– -$7.35M -338,624 Closed
Marshall Wace
240
Marshall Wace
United Kingdom
– -$3.78M -174,308 Closed
Capital Fund Management (CFM)
241
Capital Fund Management (CFM)
France
– -$1.37M -63,118 Closed
PCM
242
Penserra Capital Management
California
– -$1.02M -46,952 Closed
Balyasny Asset Management
243
Balyasny Asset Management
Illinois
– -$436K -20,070 Closed
XT
244
XTX Topco
Cayman Islands
– -$323K -14,884 Closed
GCM
245
Graham Capital Management
Connecticut
– -$311K -14,320 Closed
NC
246
NinePointTwo Capital
California
– -$268K -12,350 Closed
BAMCO Inc
247
BAMCO Inc
New York
– -$185K -8,526 Closed
CMF
248
Counterpoint Mutual Funds
California
– -$91.1K -4,196 Closed
Schroder Investment Management Group
249
Schroder Investment Management Group
United Kingdom
– -$7.13K -330 Closed
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