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Pegasystems
PEGA

Overview Fund Activity

318 hedge funds and large institutions have $3.95B invested in Pegasystems in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 116 increasing their positions, 94 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+20
Holders Change %
+6.71%
% of All Funds
4.23%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
67
Increased
116
Reduced
94
Closed
42
Calls
$16.3M
Puts
$4.38M
Net Calls
+$11.9M
Net Calls Change
+$7.09M

Top Buyers

1
Invesco
Invesco
Georgia
$220M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$68.9M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$66.5M
4
Franklin Resources
Franklin Resources
California
$65.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$38M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$19.7M
2
CCM
Cadian Capital Management
New York
$0
3
TGA
TPG GP A
Texas
$181M
4
Federated Hermes
Federated Hermes
Pennsylvania
$20.3M
5
BCM
Bares Capital Management
Texas
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
226
Callan Family Office
Pennsylvania
$229K +$229K +4,904 New
IPW
227
Impact Partnership Wealth
Georgia
$228K -$35.6K -764 -13%
Wolverine Trading
228
Wolverine Trading
Illinois
$226K +$226K +4,850 New
DFCM
229
Dark Forest Capital Management
Puerto Rico
$226K -$2.24M -48,034 -91%
EWA
230
EP Wealth Advisors
California
$221K +$221K +4,738 New
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$220K +$220K +4,730 New
M&T Bank
232
M&T Bank
New York
$220K +$220K +4,720 New
FGP
233
Freestone Grove Partners
California
$219K +$219K +4,690 New
FRA
234
Frank Rimerman Advisors
California
$218K +$218K +4,678 New
OQS
235
Occudo Quantitative Strategies
Florida
$216K +$216K +4,642 New
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$216K +$216K +4,634 New
URS
237
Utah Retirement Systems
Utah
$214K +$214K +4,600 New
MFG
238
Merit Financial Group
Georgia
$204K +$204K +4,368 New
Simplex Trading
239
Simplex Trading
Illinois
$202K +$202K +4,348 New
EB
240
Eastern Bank
Massachusetts
$186K – – –
SAM
241
Smartleaf Asset Management
Massachusetts
$183K +$150K +3,210 +448%
FFA
242
Farther Finance Advisors
California
$178K -$36.4K -782 -17%
KBC Group
243
KBC Group
Belgium
$167K +$37.1K +796 +29%
Group One Trading
244
Group One Trading
Illinois
$140K -$71K -1,524 -34%
C
245
Covestor
United Kingdom
$140K +$60K +1,280 +75%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$115K +$44K +944 +62%
CFGS
247
Concourse Financial Group Securities
Alabama
$94.5K +$62K +1,164 +191%
PA
248
Parallel Advisors
California
$92.4K +$1.77K +38 +2%
Asset Management One
249
Asset Management One
Japan
$79.5K +$661 +14 +0.8%
CF
250
Corebridge Financial
Texas
$76.6K -$3.17K -68 -4%
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