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Pegasystems
PEGA

280 hedge funds and large institutions have $2.48B invested in Pegasystems in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $14.8M

40% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 40

35% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 83

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

5% more funds holding

Funds holding: 266 → 280 (+14)

2.74% more ownership

Funds ownership: 93.74% → 96.48% (+2.7%)

2% less capital invested

Capital invested by funds: $2.53B → $2.48B (-$45.6M)

Holders
280
Holders Change
+14
Holders Change %
+5.26%
% of All Funds
4.04%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
112
Reduced
83
Closed
40
Calls
$36.7M
Puts
$14.8M
Net Calls
+$21.9M
Net Calls Change
-$8.48M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$67.3M
2
WP
Woodline Partners
California
+$17.3M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$17M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$17M
5
First Trust Advisors
First Trust Advisors
Illinois
+$14.5M

Top Sellers

1
CCM
Cadian Capital Management
New York
-$56.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$41.9M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$33.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$24.2M
5
TGA
TPG GP A
Texas
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$21.9M +$9.12M +304,152 +72%
Walleye Capital
27
Walleye Capital
New York
$21.3M +$2.83M +94,268 +15%
HIM
28
Herald Investment Management
United Kingdom
$21M – – –
Charles Schwab
29
Charles Schwab
California
$18.8M -$750K -25,040 -4%
Goldman Sachs
30
Goldman Sachs
New York
$18.1M +$6.78M +226,330 +61%
Allianz Asset Management
31
Allianz Asset Management
Germany
$18.1M +$8.67M +289,384 +94%
Morgan Stanley
32
Morgan Stanley
New York
$17.2M -$6.28M -209,612 -27%
Canada Life
33
Canada Life
Manitoba, Canada
$16.2M +$676K +22,542 +4%
Boston Partners
34
Boston Partners
Massachusetts
$13.9M -$590K -19,700 -4%
Northern Trust
35
Northern Trust
Illinois
$13.4M +$443K +14,768 +3%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$12.3M +$8.64M +288,134 +244%
TI
37
Trexquant Investment
Connecticut
$12.2M +$7.4M +246,878 +159%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$11.5M -$8.22M -274,148 -42%
N
39
Nuveen
North Carolina
$11.3M -$72.3K -2,412 -0.6%
JP Morgan Chase
40
JP Morgan Chase
New York
$11.1M +$3.5M +116,704 +47%
CSS
41
Cubist Systematic Strategies
Connecticut
$10.8M -$3.74M -124,788 -26%
Citadel Advisors
42
Citadel Advisors
Florida
$10.1M +$7.67M +255,798 +324%
GAM
43
Gotham Asset Management
New York
$9.79M +$4.45M +148,614 +85%
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$9.11M +$6.37M +212,578 +240%
PAM
45
Panagora Asset Management
Massachusetts
$7.6M +$7.53M +251,094 New
Squarepoint
46
Squarepoint
New York
$7.01M -$808K -26,970 -10%
JAM
47
Jupiter Asset Management
United Kingdom
$6.92M +$478K +15,940 +7%
UBS AM
48
UBS AM
Illinois
$6.64M +$3.54M +118,164 +117%
Bank of America
49
Bank of America
North Carolina
$6.63M -$5.55M -185,060 -46%
Renaissance Technologies
50
Renaissance Technologies
New York
$6.53M +$276K +9,200 +4%
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PEGA Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q2 2024, worth a combined $2.48B — down 1.8% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PEGA positions and 40 closed out — a net gain of 16 holders — while 112 added to existing stakes and 83 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $67.3M. The largest seller was Cadian Capital Management, exiting entirely with an estimated $56.9M sold.

  • 280 institutional investors held Pegasystems (PEGA) as of Q2 2024, up from 266 in Q1 2024.
  • Funds reported $2.48B of Pegasystems stock for Q2 2024, down 1.8% quarter-over-quarter.
  • 56 funds opened new Pegasystems positions in Q2 2024 and 40 closed out, a net change of +16 holders.
  • The largest Pegasystems buyer in Q2 2024 was Pacer Advisors, an estimated $67.3M added.
  • The largest Pegasystems seller in Q2 2024 was Cadian Capital Management, an estimated $56.9M sold.

Based on aggregated 13F filings for Q2 2024.