Pegasystems
PEGA
154 hedge funds and large institutions have $1.51B invested in Pegasystems in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 20 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
30% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 20
22% more capital invested
Capital invested by funds: $1.24B → $1.51B (+$270M)
0.27% less ownership
Funds ownership: 89.87% → 89.6% (-0.27%)
1% less funds holding
Funds holding: 155 → 154 (-1)
15% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 55
17% less call options, than puts
Call options by funds: $1.27M | Put options by funds: $1.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$92.8M |
| 2 |
CAM
Contour Asset Management
New York
|
+$24.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$20.7M |
| 4 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$11.6M |
| 5 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
+$9.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$24.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.8M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$11.4M |
| 4 |
CCM
Cadian Capital Management
New York
|
-$11.3M |
| 5 |
SI
Sensato Investors
San Francisco,
California
|
-$8.62M |
PEGA Hedge Fund Activity: Q1 2017 in Review
154 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q1 2017, worth a combined $1.51B — up 22% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new PEGA positions and 20 closed out — a net gain of 6 holders — while 47 added to existing stakes and 55 trimmed.
The largest buyer was BlackRock, adding an estimated $92.8M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $24.4M sold.
- 154 institutional investors held Pegasystems (PEGA) as of Q1 2017, down from 155 in Q4 2016.
- Funds reported $1.51B of Pegasystems stock for Q1 2017, up 22% quarter-over-quarter.
- 26 funds opened new Pegasystems positions in Q1 2017 and 20 closed out, a net change of +6 holders.
- The largest Pegasystems buyer in Q1 2017 was BlackRock, an estimated $92.8M added.
- The largest Pegasystems seller in Q1 2017 was EdgePoint Investment Group, an estimated $24.4M sold.
Based on aggregated 13F filings for Q1 2017.