We are live on ! Find out more
PEGA icon

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
HCP
251
Hexagon Capital Partners
Arkansas
$8.11K -$8.27K -276 -51%
AP
252
Aspect Partners
Virginia
$6.61K – – –
LI
253
LRI Investments
Florida
$4.75K – – –
BIA
254
Bell Investment Advisors
California
$4.66K -$1.2K -40 -21%
CAL
255
Capital Advisors Ltd
Ohio
$4K – – –
MTIC
256
Missouri Trust & Investment Company
Missouri
$3.15K – – –
HPC
257
HM Payson & Co
Maine
$3.03K – – –
CTWM
258
Cherry Tree Wealth Management
Minnesota
$2.91K – – –
IC
259
Innealta Capital
Texas
$2.78K +$2.76K +92 New
AFWM
260
Abich Financial Wealth Management
Virginia
$2.6K +$2.58K +86 New
PWMG
261
Private Wealth Management Group
New Jersey
$2.24K – – –
CFGS
262
Concourse Financial Group Securities
Alabama
$2K +$1.98K +66 New
RIL
263
Rothschild Investment LLC
Illinois
$1.82K +$1.8K +60 New
BTI
264
Blue Trust Inc
Georgia
$1.75K +$480 +16 +42%
ATPW
265
Ashton Thomas Private Wealth
Arizona
$1.57K +$1.56K +52 New
GC
266
Globeflex Capital
California
$1.33K – – –
RA
267
Rise Advisors
New York
$1.22K – – –
JWA
268
JFS Wealth Advisors
Pennsylvania
$787 +$779 +26 New
AWM
269
Avior Wealth Management
Nebraska
$786 +$779 +26 New
QT
270
Quantbot Technologies
New York
$726 +$719 +24 New
PS
271
Principal Securities
Iowa
$666 +$659 +22 New
RCM
272
Raleigh Capital Management
North Carolina
$605 – – –
DPW
273
DiNuzzo Private Wealth
Pennsylvania
$364 +$360 +12 New
SIC
274
SJS Investment Consulting
Ohio
$364 +$360 +12 New
SIS
275
Sound Income Strategies
Florida
$242 – – –
9 10
11
12 13

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.