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Pegasystems

185 hedge funds and large institutions have $1.37B invested in Pegasystems in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 57 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

6% more capital invested

Capital invested by funds: $1.29B → $1.37B (+$78.9M)

4% more funds holding

Funds holding: 178185 (+7)

0.62% less ownership

Funds ownership: 97.7%97.08% (-0.62%)

21% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 72

71% less call options, than puts

Call options by funds: $482K | Put options by funds: $1.67M

Holders
185
Holders Change
+7
Holders Change %
+3.93%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
35
Increased
57
Reduced
72
Closed
25
Calls
$482K
Puts
$1.67M
Net Calls
-$1.19M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$8.6M -$2.83M -163,418 -25%
Citadel Advisors
27
Citadel Advisors
Florida
$8.57M +$7.35M +424,866 +562%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$7.76M -$818K -47,306 -9%
Canada Life
29
Canada Life
Manitoba, Canada
$6.97M -$38.8K -2,242 -0.5%
Bank of America
30
Bank of America
North Carolina
$6.94M +$62.9K +3,638 +0.9%
Marshall Wace
31
Marshall Wace
United Kingdom
$5.81M +$1.7M +98,242 +41%
Bessemer Group
32
Bessemer Group
New Jersey
$5.5M -$9.16K -530 -0.2%
GH
33
GAM Holding
Switzerland
$5.47M -$899K -51,984 -14%
BAMCO Inc
34
BAMCO Inc
New York
$5.36M -$315K -18,220 -5%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$4.22M -$562K -32,498 -12%
JP Morgan Chase
36
JP Morgan Chase
New York
$3.75M +$304K +17,598 +9%
Deutsche Bank
37
Deutsche Bank
Germany
$3.75M +$190K +10,962 +5%
First Trust Advisors
38
First Trust Advisors
Illinois
$3.65M -$6.54K -378 -0.2%
N
39
Nuveen
North Carolina
$3.61M -$865 -50 -0%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$3.56M -$368K -21,266 -9%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$3.5M -$651K -37,620 -16%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$3.42M -$6.79M -392,482 -66%
Two Sigma Investments
43
Two Sigma Investments
New York
$3.42M -$1.53M -88,536 -31%
Swiss National Bank
44
Swiss National Bank
Switzerland
$3.39M +$65.7K +3,800 +2%
CP
45
CenterBook Partners
Connecticut
$3.33M -$133K -7,706 -4%
Axa
46
Axa
France
$3.08M
Legal & General Group
47
Legal & General Group
United Kingdom
$2.33M -$41.8K -2,418 -2%
N
48
Natixis
France
$2.3M +$642K +37,126 +38%
NRC
49
North Run Capital
Massachusetts
$2.26M +$17.3K +1,000 +0.8%
CSS
50
Cubist Systematic Strategies
Connecticut
$2.14M -$770K -44,546 -26%

PEGA Hedge Fund Activity: Q4 2022 in Review

185 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2022, worth a combined $1.37B — up 6.1% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PEGA positions and 25 closed out — a net gain of 10 holders — while 57 added to existing stakes and 72 trimmed.

The largest buyer was Cadian Capital Management, adding an estimated $39.8M. The largest seller was Eminence Capital, exiting entirely with an estimated $39.7M sold.

  • 185 institutional investors held Pegasystems (PEGA) as of Q4 2022, up from 178 in Q3 2022.
  • Funds reported $1.37B of Pegasystems stock for Q4 2022, up 6.1% quarter-over-quarter.
  • 35 funds opened new Pegasystems positions in Q4 2022 and 25 closed out, a net change of +10 holders.
  • The largest Pegasystems buyer in Q4 2022 was Cadian Capital Management, an estimated $39.8M added.
  • The largest Pegasystems seller in Q4 2022 was Eminence Capital, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2022.