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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 %
SS
276
SBI Securities
Japan
$21.3K +$21.3K +458 New
PP
277
PFS Partners
New Jersey
$18.6K – – –
PTC
278
Private Trust Company
Ohio
$16.8K +$16.8K +360 New
BIG
279
Brooklyn Investment Group
New York
$14.5K +$280 +6 +2%
PFBT
280
Parkside Financial Bank & Trust
Missouri
$14.3K -$43.9K -942 -75%
MA
281
MCF Advisors
Kentucky
$10.7K +$10.7K +230 New
CA
282
CoreCap Advisors
Michigan
$10.3K +$10.3K +222 New
AP
283
Aspect Partners
Virginia
$10.2K – – –
SFG
284
Stonebridge Financial Group
Pennsylvania
$9.69K +$9.69K +208 New
Bessemer Group
285
Bessemer Group
New Jersey
$9K – – –
ETC
286
Exchange Traded Concepts
Oklahoma
$7.74K -$3.73K -80 -33%
LI
287
LRI Investments
Florida
$7.31K – – –
BIA
288
Bell Investment Advisors
California
$7.18K – – –
CAL
289
Capital Advisors Ltd
Ohio
$6K – – –
HCP
290
Hexagon Capital Partners
Arkansas
$5.5K +$280 +6 +5%
MTIC
291
Missouri Trust & Investment Company
Missouri
$4.85K – – –
HPC
292
HM Payson & Co
Maine
$4.66K – – –
CTWM
293
Cherry Tree Wealth Management
Minnesota
$4.47K – – –
HWM
294
Hemington Wealth Management
Virginia
$4K +$1.31K +32 +48%
SIS
295
Sound Income Strategies
Florida
$3.82K +$3.45K +74 +925%
PWMG
296
Private Wealth Management Group
New Jersey
$3.45K – – –
CT
297
Colonial Trust
South Carolina
$3.45K – – –
AF
298
Allworth Financial
California
$3.2K +$2.77K +52 +650%
AWM
299
Avior Wealth Management
Nebraska
$2.89K +$652 +14 +29%
RIL
300
Rothschild Investment LLC
Illinois
$2.8K – – –
10 11
12
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