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Pegasystems
PEGA

280 hedge funds and large institutions have $2.48B invested in Pegasystems in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $14.8M

40% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 40

35% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 83

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

5% more funds holding

Funds holding: 266 → 280 (+14)

2.74% more ownership

Funds ownership: 93.74% → 96.48% (+2.7%)

2% less capital invested

Capital invested by funds: $2.53B → $2.48B (-$45.6M)

Holders
280
Holders Change
+14
Holders Change %
+5.26%
% of All Funds
4.04%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
112
Reduced
83
Closed
40
Calls
$36.7M
Puts
$14.8M
Net Calls
+$21.9M
Net Calls Change
-$8.48M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$67.3M
2
WP
Woodline Partners
California
+$17.3M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$17M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$17M
5
First Trust Advisors
First Trust Advisors
Illinois
+$14.5M

Top Sellers

1
CCM
Cadian Capital Management
New York
-$56.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$41.9M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$33.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$24.2M
5
TGA
TPG GP A
Texas
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
226
Virtus Fund Advisers
Connecticut
$44.7K +$1.56K +52 +4%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$44.7K -$360 -12 -0.8%
SPIA
228
Steward Partners Investment Advisory
New York
$42.4K -$1.92K -64 -4%
A
229
AlphaQuest
New York
$40.4K -$109K -3,636 -73%
S
230
SignatureFD
Georgia
$37.6K -$4.67K -156 -11%
PFBT
231
Parkside Financial Bank & Trust
Missouri
$36.7K +$959 +32 +3%
HGERS
232
Householder Group Estate & Retirement Specialist
Arizona
$32K +$32.5K +1,084 New
VWM
233
Venturi Wealth Management
Texas
$26.6K +$25.3K +844 +2,344%
GAAM
234
Guinness Atkinson Asset Management
California
$23.9K -$4.74K -158 -17%
QCG
235
Quadrant Capital Group
Ohio
$22.6K +$180 +6 +0.8%
AAP
236
Arax Advisory Partners
Colorado
$21.6K +$20.8K +694 +3,470%
Bessemer Group
237
Bessemer Group
New Jersey
$20K -$7.37M -245,968 -100%
MG
238
Mather Group
Illinois
$18.3K +$1.74K +58 +11%
UB
239
UMB Bank
Missouri
$17.1K -$1.32K -44 -7%
CI Investments Inc
240
CI Investments Inc
Ontario, Canada
$17K +$180 +6 +1%
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$15.3K – – –
LC
242
Lindbrook Capital
California
$14.5K +$2.7K +90 +23%
GRP
243
Global Retirement Partners
California
$14.3K +$12.5K +418 +746%
SAM
244
Smartleaf Asset Management
Massachusetts
$13.7K +$9.05K +302 +191%
Jones Financial Companies
245
Jones Financial Companies
Missouri
$13.6K +$13.5K +450 New
KFS
246
Kelly Financial Services
Massachusetts
$12.1K – – –
PP
247
PFS Partners
New Jersey
$12.1K – – –
EWA
248
EverSource Wealth Advisors
Alabama
$11.6K +$420 +14 +4%
GI
249
GAMMA Investing
California
$9.69K +$4.43K +148 +86%
ACA
250
Atlas Capital Advisors
Wyoming
$8.29K -$5.33K -178 -39%
8 9
10
11 12

PEGA Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q2 2024, worth a combined $2.48B — down 1.8% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PEGA positions and 40 closed out — a net gain of 16 holders — while 112 added to existing stakes and 83 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $67.3M. The largest seller was Cadian Capital Management, exiting entirely with an estimated $56.9M sold.

  • 280 institutional investors held Pegasystems (PEGA) as of Q2 2024, up from 266 in Q1 2024.
  • Funds reported $2.48B of Pegasystems stock for Q2 2024, down 1.8% quarter-over-quarter.
  • 56 funds opened new Pegasystems positions in Q2 2024 and 40 closed out, a net change of +16 holders.
  • The largest Pegasystems buyer in Q2 2024 was Pacer Advisors, an estimated $67.3M added.
  • The largest Pegasystems seller in Q2 2024 was Cadian Capital Management, an estimated $56.9M sold.

Based on aggregated 13F filings for Q2 2024.