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Pegasystems

257 hedge funds and large institutions have $5.26B invested in Pegasystems in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $4.71B → $5.26B (+$557M)

1% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 94

0.66% more ownership

Funds ownership: 97.23%97.89% (+0.66%)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1% less funds holding

Funds holding: 259257 (-2)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

40% less call options, than puts

Call options by funds: $9.42M | Put options by funds: $15.6M

Holders
257
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
4.55%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
30
Increased
95
Reduced
94
Closed
30
Calls
$9.42M
Puts
$15.6M
Net Calls
-$6.2M
Net Calls Change
-$447K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$44.9M -$1.48M -23,140 -3%
Northern Trust
27
Northern Trust
Illinois
$43M +$1.06M +16,686 +3%
HIM
28
Herald Investment Management
United Kingdom
$42.4M -$2.08M -32,600 -5%
ECM
29
Engle Capital Management
Connecticut
$41.6M +$7.91M +124,000 +25%
First Trust Advisors
30
First Trust Advisors
Illinois
$40M -$3.26M -51,034 -8%
Aberdeen Group
31
Aberdeen Group
United Kingdom
$36.5M +$8.15M +127,824 +30%
N
32
Nuveen
North Carolina
$35M +$6.88M +107,920 +26%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$34.3M -$1.42M -22,336 -4%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$34M -$3.55M -55,644 -10%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$33.1M +$934K +14,636 +3%
American Century Companies
36
American Century Companies
Missouri
$32.5M +$31.1M +487,088 New
Charles Schwab
37
Charles Schwab
California
$28.5M +$898K +14,072 +3%
TPM
38
Totem Point Management
New York
$28.1M -$7.34M -115,032 -21%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$27.7M +$3.16M +49,586 +14%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$22.1M -$5.49K -86 -0%
SBH
41
Segall Bryant & Hamill
Illinois
$18.7M +$997K +15,636 +6%
HGM
42
Highside Global Management
Texas
$17.9M +$5.14M +80,600 +43%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$17.3M -$12.2M -190,996 -42%
Bessemer Group
44
Bessemer Group
New Jersey
$15.8M +$11.2M +174,800 +281%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$15.6M +$8.23M +129,046 +122%
LWCA
46
Locust Wood Capital Advisers
New York
$15.6M +$350K +5,490 +2%
SRFM
47
Shannon River Fund Management
New York
$15.5M +$14.8M +232,546 New
Allianz Asset Management
48
Allianz Asset Management
Germany
$15.4M +$5.23M +82,040 +55%
Ensign Peak Advisors
49
Ensign Peak Advisors
Utah
$15.1M +$4.53M +71,060 +46%
Bank of Nova Scotia
50
Bank of Nova Scotia
Ontario, Canada
$14.7M +$5.51M +86,374 +64%

PEGA Hedge Fund Activity: Q4 2020 in Review

257 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2020, worth a combined $5.26B — up 12% from $4.71B a quarter earlier.

Fund positioning in PEGA was balanced in Q4 2020: 30 funds opened new positions, 30 closed out, 95 added to existing stakes and 94 trimmed.

The largest buyer was Bares Capital Management, adding an estimated $65.1M. The largest seller was Dorsal Capital Management, cutting an estimated $54.2M.

  • 257 institutional investors held Pegasystems (PEGA) as of Q4 2020, down from 259 in Q3 2020.
  • Funds reported $5.26B of Pegasystems stock for Q4 2020, up 12% quarter-over-quarter.
  • 30 funds opened new Pegasystems positions in Q4 2020 and 30 closed out, a net change of 0 holders.
  • The largest Pegasystems buyer in Q4 2020 was Bares Capital Management, an estimated $65.1M added.
  • The largest Pegasystems seller in Q4 2020 was Dorsal Capital Management, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2020.