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Pegasystems

301 hedge funds and large institutions have $3.01B invested in Pegasystems in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 75 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $9.38M | Put options by funds: $4.52M

57% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 75

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

21% more capital invested

Capital invested by funds: $2.48B → $3.01B (+$524M)

8% more funds holding

Funds holding: 280301 (+21)

0.2% less ownership

Funds ownership: 96.48%96.27% (-0.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
301
Holders Change
+21
Holders Change %
+7.5%
% of All Funds
4.32%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
66
Increased
118
Reduced
75
Closed
44
Calls
$9.38M
Puts
$4.52M
Net Calls
+$4.86M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$23.6M +$731K +22,204 +4%
CIC
27
Crawford Investment Counsel
Georgia
$23.1M +$17.5M +532,868 +535%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$22.2M -$4.78M -145,134 -19%
Morgan Stanley
29
Morgan Stanley
New York
$22M +$1.17M +35,388 +6%
HAM
30
Harber Asset Management
North Carolina
$21.3M -$11.9M -360,802 -38%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$21M -$4.92M -149,252 -21%
JP Morgan Chase
32
JP Morgan Chase
New York
$19.3M +$5.31M +161,248 +44%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$18.5M +$14.4M +438,406 +639%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$18.1M +$2.9M +88,164 +22%
N
35
Nuveen
North Carolina
$16.6M +$2.67M +81,130 +22%
Northern Trust
36
Northern Trust
Illinois
$16.3M +$105K +3,176 +0.7%
GAM
37
Gotham Asset Management
New York
$15.8M +$3.62M +109,822 +34%
Canada Life
38
Canada Life
Manitoba, Canada
$15.6M -$3.52M -106,920 -20%
SEI Investments
39
SEI Investments
Pennsylvania
$15.2M +$8.05M +244,458 +143%
Boston Partners
40
Boston Partners
Massachusetts
$14.5M -$2.01M -60,950 -13%
SCM
41
Scopia Capital Management
New York
$14.5M -$13.2M -400,562 -50%
Goldman Sachs
42
Goldman Sachs
New York
$14.3M -$6.81M -206,720 -35%
WHG
43
Westwood Holdings Group
Texas
$13.7M +$12.4M +375,744 New
Russell Investments Group
44
Russell Investments Group
United Kingdom
$13.3M +$8.51M +258,426 +242%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$12.9M +$1.74M +52,920 +18%
EAM
46
Eagle Asset Management
Florida
$12.8M +$7.91M +240,180 +441%
Squarepoint
47
Squarepoint
New York
$12.4M +$3.52M +106,876 +46%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$12M +$10.8M +328,486 New
JAM
49
Jupiter Asset Management
United Kingdom
$11.8M +$3.12M +94,722 +41%
Bank of America
50
Bank of America
North Carolina
$11.4M +$3.09M +93,940 +43%

PEGA Hedge Fund Activity: Q3 2024 in Review

301 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q3 2024, worth a combined $3.01B — up 21% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PEGA positions and 44 closed out — a net gain of 22 holders — while 118 added to existing stakes and 75 trimmed.

The largest buyer was Shannon River Fund Management, opening a new position worth an estimated $51.9M. The largest seller was Bares Capital Management, cutting an estimated $184M.

  • 301 institutional investors held Pegasystems (PEGA) as of Q3 2024, up from 280 in Q2 2024.
  • Funds reported $3.01B of Pegasystems stock for Q3 2024, up 21% quarter-over-quarter.
  • 66 funds opened new Pegasystems positions in Q3 2024 and 44 closed out, a net change of +22 holders.
  • The largest Pegasystems buyer in Q3 2024 was Shannon River Fund Management, an estimated $51.9M added.
  • The largest Pegasystems seller in Q3 2024 was Bares Capital Management, an estimated $184M sold.

Based on aggregated 13F filings for Q3 2024.