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Pegasystems
PEGA

257 hedge funds and large institutions have $5.26B invested in Pegasystems in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $4.71B → $5.26B (+$557M)

1% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 94

0.66% more ownership

Funds ownership: 97.23% → 97.89% (+0.66%)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1% less funds holding

Funds holding: 259 → 257 (-2)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

40% less call options, than puts

Call options by funds: $9.42M | Put options by funds: $15.6M

Holders
257
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
4.55%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
30
Increased
95
Reduced
94
Closed
30
Calls
$9.42M
Puts
$15.6M
Net Calls
-$6.2M
Net Calls Change
-$447K

Top Buyers

Rank Fund Capital Flow
1
BCM
Bares Capital Management
Texas
+$65.1M
2
American Century Companies
American Century Companies
Missouri
+$31.1M
3
CCM
Cadian Capital Management
New York
+$30.9M
4
PIMC
Praesidium Investment Management Company
New York
+$22.1M
5
EC
Eminence Capital
New York
+$17.9M

Top Sellers

Rank Fund Capital Flow
1
DCM
Dorsal Capital Management
California
-$54.2M
2
FAM
Foxhaven Asset Management
Virginia
-$35.7M
3
EAM
Eagle Asset Management
Florida
-$18.9M
4
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$17.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
276
Flagship Harbor Advisors
Massachusetts
– -$21K -352 Closed
AW
277
Alpha Windward
Massachusetts
– -$17K -286 Closed
FC
278
FORA Capital
Florida
– -$17K -276 Closed
FFA
279
Founders Financial Alliance
North Carolina
– -$15K -250 Closed
CIA
280
CSat Investment Advisory
Michigan
– -$14K -232 Closed
BWM
281
BNC Wealth Management
Oregon
– -$12K -200 Closed
AIM
282
Anchor Investment Management
South Carolina
– -$4.72K -78 Closed
CWC
283
Carolinas Wealth Consulting
North Carolina
– -$4K -62 Closed
BWM
284
BerganKDV Wealth Management
Minnesota
– -$1K -20 Closed
OSAM
285
O'Shaughnessy Asset Management
Connecticut
– -$383 -6 -75%
RPWA
286
Regent Peak Wealth Advisors
Georgia
– +$383 +6 New
8 9 10 11
12

PEGA Hedge Fund Activity: Q4 2020 in Review

257 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2020, worth a combined $5.26B — up 12% from $4.71B a quarter earlier.

Fund positioning in PEGA was balanced in Q4 2020: 30 funds opened new positions, 30 closed out, 95 added to existing stakes and 94 trimmed.

The largest buyer was Bares Capital Management, adding an estimated $65.1M. The largest seller was Dorsal Capital Management, cutting an estimated $54.2M.

  • 257 institutional investors held Pegasystems (PEGA) as of Q4 2020, down from 259 in Q3 2020.
  • Funds reported $5.26B of Pegasystems stock for Q4 2020, up 12% quarter-over-quarter.
  • 30 funds opened new Pegasystems positions in Q4 2020 and 30 closed out, a net change of 0 holders.
  • The largest Pegasystems buyer in Q4 2020 was Bares Capital Management, an estimated $65.1M added.
  • The largest Pegasystems seller in Q4 2020 was Dorsal Capital Management, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2020.