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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 %
GRP
251
Global Retirement Partners
California
$73.5K +$23.9K +512 +48%
FMP
252
Financial Management Professionals
Texas
$72.7K -$466 -10 -0.6%
VFA
253
Virtus Fund Advisers
Connecticut
$71.3K +$2.42K +52 +4%
QC
254
Quent Capital
New York
$67.6K -$1.14M -24,358 -94%
SCM
255
Sterling Capital Management
North Carolina
$67.1K -$8.39K -180 -11%
SPIA
256
Steward Partners Investment Advisory
New York
$65.2K – – –
VCM
257
Versant Capital Management
Arizona
$54.3K -$19.3K -414 -26%
S
258
SignatureFD
Georgia
$53.5K -$4.47K -96 -8%
HGERS
259
Householder Group Estate & Retirement Specialist
Arizona
$49K -$921 -20 -2%
CI Investments Inc
260
CI Investments Inc
Ontario, Canada
$44K +$4.81K +104 +12%
AAP
261
Arax Advisory Partners
Colorado
$42.3K -$19.3K -414 -31%
VWM
262
Venturi Wealth Management
Texas
$38.7K -$22.5K -482 -37%
GI
263
GAMMA Investing
California
$37.1K +$6.71K +144 +22%
WA
264
WPG Advisers
Maryland
$35.1K +$35.1K +754 New
TWD
265
True Wealth Design
Ohio
$35K +$559 +12 +2%
QCG
266
Quadrant Capital Group
Ohio
$33.7K – – –
MCM
267
MAI Capital Management
Ohio
$32.7K +$32.7K +702 New
Jones Financial Companies
268
Jones Financial Companies
Missouri
$31.2K – – –
EWA
269
EverSource Wealth Advisors
Alabama
$30.1K +$13.9K +298 +86%
CA
270
Clearstead Advisors
Ohio
$29.2K +$12.1K +260 +71%
MG
271
Mather Group
Illinois
$26.4K – – –
UB
272
UMB Bank
Missouri
$26.2K – – –
PS
273
Principal Securities
Iowa
$25.9K +$15.6K +334 +150%
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$25K – – –
LC
275
Lindbrook Capital
California
$23K +$280 +6 +1%
9 10
11
12 13