We are live on ! Find out more
PEGA icon

Pegasystems

178 hedge funds and large institutions have $2.41B invested in Pegasystems in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

144% more call options, than puts

Call options by funds: $7.19M | Put options by funds: $2.94M

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

33% more capital invested

Capital invested by funds: $1.81B → $2.41B (+$599M)

17% more funds holding

Funds holding: 152178 (+26)

12% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 51

1.63% less ownership

Funds ownership: 96.01%94.38% (-1.6%)

Holders
178
Holders Change
+26
Holders Change %
+17.11%
% of All Funds
3.85%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.28%
New
47
Increased
57
Reduced
51
Closed
18
Calls
$7.19M
Puts
$2.94M
Net Calls
+$4.24M
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
RHJA
26
Rice Hall James & Associates
California
$23M -$1.15M -38,860 -5%
HIM
27
Herald Investment Management
United Kingdom
$21.8M
SMDAM
28
Sumitomo Mitsui DS Asset Management
Japan
$21.1M -$16.9M -573,330 -47%
Northern Trust
29
Northern Trust
Illinois
$20.1M +$202K +6,850 +1%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$18.4M +$16.7M +565,308 New
Millennium Management
31
Millennium Management
New York
$17.4M +$3.62M +122,790 +30%
Lazard Asset Management
32
Lazard Asset Management
New York
$15.2M +$13.8M +468,018 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$15.1M -$2.63M -89,312 -16%
TPM
34
Totem Point Management
New York
$14.9M +$4.81M +163,082 +55%
Renaissance Technologies
35
Renaissance Technologies
New York
$14.2M +$12.9M +436,058 New
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$13.6M +$63.7K +2,160 +0.5%
PAM
37
Panagora Asset Management
Massachusetts
$13.5M -$936K -31,734 -7%
TCIM
38
TIAA CREF Investment Management
New York
$12.1M +$735K +24,926 +7%
Deutsche Bank
39
Deutsche Bank
Germany
$10.9M +$2.24M +75,792 +29%
Bank of America
40
Bank of America
North Carolina
$10.8M +$2.36M +80,160 +32%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$10.2M -$31.9K -1,082 -0.3%
Charles Schwab
42
Charles Schwab
California
$9.85M +$408K +13,828 +5%
NRC
43
North Run Capital
Massachusetts
$9.26M +$8.41M +285,000 New
Man Group
44
Man Group
United Kingdom
$7.42M +$5.85M +198,492 +665%
Goldman Sachs
45
Goldman Sachs
New York
$7.41M -$305K -10,356 -4%
SRFM
46
Shannon River Fund Management
New York
$6.44M +$5.85M +198,200 New
Citadel Advisors
47
Citadel Advisors
Florida
$6.32M +$2.08M +70,652 +57%
SI
48
Scout Investments
Missouri
$6.24M -$188K -6,358 -3%
TA
49
Teachers Advisors
New York
$5.88M -$57.4K -1,946 -1%
LCAM
50
Lee Capital Asset Management
New York
$5.71M -$4.31M -146,036 -45%

PEGA Hedge Fund Activity: Q1 2019 in Review

178 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q1 2019, worth a combined $2.41B — up 33% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PEGA positions and 18 closed out — a net gain of 29 holders — while 57 added to existing stakes and 51 trimmed.

The largest buyer was Luxor Capital Group, adding an estimated $54.8M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $87.1M sold.

  • 178 institutional investors held Pegasystems (PEGA) as of Q1 2019, up from 152 in Q4 2018.
  • Funds reported $2.41B of Pegasystems stock for Q1 2019, up 33% quarter-over-quarter.
  • 47 funds opened new Pegasystems positions in Q1 2019 and 18 closed out, a net change of +29 holders.
  • The largest Pegasystems buyer in Q1 2019 was Luxor Capital Group, an estimated $54.8M added.
  • The largest Pegasystems seller in Q1 2019 was D1 Capital Partners, an estimated $87.1M sold.

Based on aggregated 13F filings for Q1 2019.