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Pegasystems
PEGA

Overview Fund Activity

250 hedge funds and large institutions have $3.15B invested in Pegasystems in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 83 reducing their positions, and 56 closing their positions.

Holders
250
Holders Change
-14
Holders Change %
-5.3%
% of All Funds
3.96%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
45
Increased
87
Reduced
83
Closed
56
Calls
$35M
Puts
$3.92M
Net Calls
+$31.1M
Net Calls Change
-$83.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$173M
2
TGA
2
TPG GP A
Texas
$159M
3
SRFM
3
Shannon River Fund Management
New York
$32.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$32M
5
Millennium Management
5
Millennium Management
New York
$25M

Top Sellers

1
FAM
1
Foxhaven Asset Management
Virginia
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$19.1M
4
LWCA
4
Locust Wood Capital Advisers
New York
$0
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
HR
276
Hardy Reed
Mississippi
– – -4,368 Closed
MML Investors Services
277
MML Investors Services
Massachusetts
– – -4,350 Closed
TW
278
TrinityPoint Wealth
Connecticut
– – -4,220 Closed
AG
279
AlphaSimPlex Group
Massachusetts
– – -4,068 Closed
VPI
280
Value Partners Investments
Manitoba, Canada
– – -4,000 Closed
Ameriprise
281
Ameriprise
Minnesota
– – -3,784 Closed
Cambridge Investment Research Advisors
282
Cambridge Investment Research Advisors
Iowa
– – -3,740 Closed
KWM
283
Kaydan Wealth Management
Michigan
– – -3,610 Closed
QT
284
Quantbot Technologies
New York
– – -2,516 Closed
SCA
285
Snowden Capital Advisors
New York
– – -2,512 Closed
TPCW
286
TD Private Client Wealth
New York
– – -2,224 Closed
FHA
287
First Horizon Advisors
Tennessee
– – -948 Closed
PHK
288
Point72 Hong Kong
Hong Kong
– – -926 Closed
OF
289
Outfitter Financial
Maine
– – -400 Closed
RE
290
RBC Europe
United Kingdom
– – -310 Closed
HNB
291
Huntington National Bank
Ohio
$0 2 -296 -99%
CP
292
Corbenic Partners
Pennsylvania
– – -228 Closed
TCWM
293
Total Clarity Wealth Management
Illinois
– – -200 Closed
CA
294
Cornerstone Advisory
Maryland
– – -90 Closed
DFCM
295
Dark Forest Capital Management
Puerto Rico
– – -86 Closed
BA
296
Bellwether Advisors
Nebraska
– – -78 Closed
MFAM
297
Motley Fool Asset Management
Virginia
– – -76 Closed
BWA
298
BDO Wealth Advisors
Florida
– – -50 Closed
SCA
299
Stonebridge Capital Advisors
Minnesota
– – -24 Closed
BWL
300
Bogart Wealth LLC
Virginia
– – -20 Closed
9 10 11
12
13