We are live on ! Find out more
PEGA icon

Pegasystems

265 hedge funds and large institutions have $4.44B invested in Pegasystems in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,204% more call options, than puts

Call options by funds: $124M | Put options by funds: $9.54M

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

14% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 76

9% more funds holding

Funds holding: 243265 (+22)

0.41% more ownership

Funds ownership: 96.78%97.18% (+0.41%)

11% less capital invested

Capital invested by funds: $5.01B → $4.44B (-$572M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
265
Holders Change
+22
Holders Change %
+9.05%
% of All Funds
4.08%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
55
Increased
87
Reduced
76
Closed
29
Calls
$124M
Puts
$9.54M
Net Calls
+$115M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
TMC
276
Trellus Management Company
Florida
-$572K -9,000 Closed
GAM
277
Gotham Asset Management
New York
-$557K -8,762 Closed
JWM
278
Jupiter Wealth Management
Colorado
-$351K -6,000 Closed
MC
279
Maverick Capital
Texas
-$364K -5,734 Closed
CAM
280
Cresset Asset Management
Illinois
-$319K -5,020 Closed
DT
281
Diversified Trust
Tennessee
-$299K -4,706 Closed
DBT
282
Dubuque Bank & Trust
Iowa
-$289K -4,540 Closed
PVH
283
Psagot Value Holdings
Israel
-$264K -4,162 Closed
VPIM
284
Vanguard Personalized Indexing Management
California
-$258K -4,056 Closed
Manulife (Manufacturers Life Insurance)
285
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$211K -3,322 Closed
RJFSA
286
Raymond James Financial Services Advisors
Florida
-$211K -3,314 Closed
NIPH
287
NN Investment Partners Holdings
Netherlands
-$114K -1,800 Closed
OSAM
288
O'Shaughnessy Asset Management
Connecticut
-$18K -284 Closed
AWA
289
Arkadios Wealth Advisors
Georgia
-$12K -200 Closed
QCG
290
Quadrant Capital Group
Ohio
-$4.97K -84 -91%
GWS
291
Glassman Wealth Services
Virginia
-$3K -40 Closed
FMII
292
Farmers & Merchants Investments Inc
Nebraska
-$1K -10 Closed
SC
293
Schubert & Co
Texas
+$118 +2 New
CWM
294
Curi Wealth Management
North Carolina
+$237 +4 New

PEGA Hedge Fund Activity: Q4 2021 in Review

265 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2021, worth a combined $4.44B — down 11% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PEGA positions and 29 closed out — a net gain of 26 holders — while 87 added to existing stakes and 76 trimmed.

The largest buyer was Luxor Capital Group, adding an estimated $155M. The largest seller was Invesco, cutting an estimated $121M.

  • 265 institutional investors held Pegasystems (PEGA) as of Q4 2021, up from 243 in Q3 2021.
  • Funds reported $4.44B of Pegasystems stock for Q4 2021, down 11% quarter-over-quarter.
  • 55 funds opened new Pegasystems positions in Q4 2021 and 29 closed out, a net change of +26 holders.
  • The largest Pegasystems buyer in Q4 2021 was Luxor Capital Group, an estimated $155M added.
  • The largest Pegasystems seller in Q4 2021 was Invesco, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2021.