PEGA icon

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 %
S
301
Sachetta
Massachusetts
$2.7K – – –
IA
302
IFP Advisors
Florida
$2.05K +$2.05K +44 New
GC
303
Globeflex Capital
California
$2.05K – – –
BTI
304
Blue Trust Inc
Georgia
$1.77K -$5.69K -122 -76%
JWA
305
JFS Wealth Advisors
Pennsylvania
$1.77K +$466 +10 +36%
GWM
306
Geneos Wealth Management
Colorado
$1.68K +$1.68K +36 New
RCM
307
Raleigh Capital Management
North Carolina
$932 – – –
SIC
308
SJS Investment Consulting
Ohio
$746 +$93 +2 +14%
NMG
309
New Millennium Group
Utah
$652 +$652 +14 New
DPW
310
DiNuzzo Private Wealth
Pennsylvania
$560 – – –
T
311
Transce3nd
Texas
$559 +$559 +12 New
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$373 +$373 +8 New
NA
313
NewEdge Advisors
Louisiana
$280 +$280 +6 New
MCM
314
MV Capital Management
Maryland
$187 – – –
GFPC
315
Global Financial Private Client
Florida
$186 +$186 +4 New
EC
316
Elequin Capital
New York
$186 +$186 +4 New
HNB
317
Huntington National Bank
Ohio
$93 – – –
PWM
318
Parkworth Wealth Management
California
$93 +$93 +2 New
CCM
319
Cadian Capital Management
New York
– -$39.9M -1,093,012 Closed
Boston Partners
320
Boston Partners
Massachusetts
– -$14.5M -399,760 Closed
Balyasny Asset Management
321
Balyasny Asset Management
Illinois
– -$12M -328,486 Closed
BAM
322
Burgundy Asset Management
Ontario, Canada
– -$10.7M -293,882 Closed
HF
323
HRT Financial
New York
– -$6.53M -178,666 Closed
Los Angeles Capital Management
324
Los Angeles Capital Management
California
– -$6.31M -172,610 Closed
CP
325
CenterBook Partners
Connecticut
– -$3.2M -87,486 Closed
11 12
13
14 15