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Pegasystems
PEGA

155 hedge funds and large institutions have $1.24B invested in Pegasystems in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 34 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

89.87% more ownership

Funds ownership: 0% → 89.87% (+90%)

24% more capital invested

Capital invested by funds: $995M → $1.24B (+$240M)

14% more funds holding

Funds holding: 136 → 155 (+19)

4% less call options, than puts

Call options by funds: $716K | Put options by funds: $746K

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

49% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 67

Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
3.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
33
Increased
34
Reduced
67
Closed
13
Calls
$716K
Puts
$746K
Net Calls
-$30K
Net Calls Change
-$7.94M

Top Buyers

1
WRCM
Whale Rock Capital Management
Massachusetts
+$33.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$32.5M
3
TCM
TimesSquare Capital Management
New York
+$26.3M
4
AAM
Aberdeen Asset Management
United Kingdom
+$23.5M
5
CAM
Contour Asset Management
New York
+$22.1M

Top Sellers

1
CCM
Cadian Capital Management
New York
-$54M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$37.3M
3
BAMCO Inc
BAMCO Inc
New York
-$12.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11M
5
Renaissance Technologies
Renaissance Technologies
New York
-$9.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$20.6M -$5.17M -309,582 -21%
SI
27
SQN Investors
California
$16.1M -$5.35M -320,464 -26%
SI
28
Sensato Investors
California
$15M -$4.59M -274,544 -25%
HIM
29
Herald Investment Management
United Kingdom
$13.7M – – –
TAM
30
Tiverton Asset Management
Delaware
$13M – – –
GH
31
GAM Holding
Switzerland
$12M -$100K -6,000 -0.9%
MPAM
32
Monarch Partners Asset Management
Massachusetts
$11.4M -$7.5M -449,092 -41%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$10.9M +$753K +45,046 +8%
Norges Bank
34
Norges Bank
Norway
$9.8M -$2.29M -136,960 -20%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$8.03M -$589K -35,258 -7%
TCIM
36
TIAA CREF Investment Management
New York
$6.9M -$874K -52,288 -12%
KI
37
Kalmar Investments
Delaware
$6.23M -$3.11M -186,078 -35%
VEPM
38
Vista Equity Partners Management
California
$6.01M +$5.58M +333,978 New
KCM
39
Kennedy Capital Management
Missouri
$5.93M +$5.5M +329,364 New
Charles Schwab
40
Charles Schwab
California
$5.36M +$460K +27,508 +10%
RCAMU
41
Rothschild & Co Asset Management US
Connecticut
$5.21M -$1.46M -87,316 -23%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$5.19M -$1.5M -90,000 -24%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$4.93M +$3.49M +208,828 +321%
BIM
44
BlackRock Investment Management
Delaware
$4.9M -$21.4K -1,280 -0.5%
Brown Advisory
45
Brown Advisory
Maryland
$4.78M -$1.48M -88,514 -25%
OAM
46
Oberweis Asset Management
Illinois
$4.18M -$20K -1,194 -0.5%
Morgan Stanley
47
Morgan Stanley
New York
$4.14M +$3.32M +198,496 +633%
TA
48
Teachers Advisors
New York
$3.88M +$1.27M +76,094 +55%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$3.81M -$866K -51,800 -20%
GHCM
50
Glen Harbor Capital Management
California
$3.61M +$3.35M +200,736 New
1
2
3 4 5

PEGA Hedge Fund Activity: Q4 2016 in Review

155 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2016, worth a combined $1.24B — up 24% from $995M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PEGA positions and 13 closed out — a net gain of 20 holders — while 34 added to existing stakes and 67 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $33.1M. The largest seller was Cadian Capital Management, cutting an estimated $54M.

  • 155 institutional investors held Pegasystems (PEGA) as of Q4 2016, up from 136 in Q3 2016.
  • Funds reported $1.24B of Pegasystems stock for Q4 2016, up 24% quarter-over-quarter.
  • 33 funds opened new Pegasystems positions in Q4 2016 and 13 closed out, a net change of +20 holders.
  • The largest Pegasystems buyer in Q4 2016 was Whale Rock Capital Management, an estimated $33.1M added.
  • The largest Pegasystems seller in Q4 2016 was Cadian Capital Management, an estimated $54M sold.

Based on aggregated 13F filings for Q4 2016.