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Pegasystems
PEGA

187 hedge funds and large institutions have $2.49B invested in Pegasystems in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $428K | Put options by funds: $285K

43% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 53

2% less funds holding

Funds holding: 190 → 187 (-3)

1.87% less ownership

Funds ownership: 94.45% → 92.57% (-1.9%)

6% less capital invested

Capital invested by funds: $2.65B → $2.49B (-$161M)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
26
Increased
76
Reduced
53
Closed
29
Calls
$428K
Puts
$285K
Net Calls
+$143K
Net Calls Change
-$569K

Top Buyers

1
LCG
Luxor Capital Group
New York
+$46.3M
2
BCM
Bares Capital Management
Texas
+$33.4M
3
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$28.6M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$21.5M
5
RP
Riverbridge Partners
Minnesota
+$13.5M

Top Sellers

1
HCM
Highline Capital Management
New York
-$35.8M
2
PC
Polar Capital
United Kingdom
-$27.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$19.4M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$19M
5
Lazard Asset Management
Lazard Asset Management
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$4.36M – – –
LCAM
52
Lee Capital Asset Management
New York
$4.35M -$232K -6,418 -5%
TCM
53
Tygh Capital Management
Oregon
$4.3M +$4.57M +126,338 New
Wells Fargo
54
Wells Fargo
California
$4.22M +$323K +8,930 +8%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$4.17M +$52.6K +1,454 +1%
IIM
56
Ironwood Investment Management
Massachusetts
$3.87M -$19.7K -544 -0.5%
BG
57
Bahl & Gaynor
Ohio
$3.63M +$6.29K +174 +0.2%
Tudor Investment Corp
58
Tudor Investment Corp
Connecticut
$3.63M -$3.01M -83,114 -44%
Ameriprise
59
Ameriprise
Minnesota
$3.43M -$848K -23,448 -19%
SCA
60
Snowden Capital Advisors
New York
$3.39M +$39.9K +1,104 +1%
OAM
61
Oppenheimer Asset Management
New York
$3.38M +$1.07M +29,638 +42%
RC
62
Roubaix Capital
Colorado
$3.02M -$192K -5,322 -6%
AllianceBernstein
63
AllianceBernstein
Tennessee
$2.99M +$3.62K +100 +0.1%
ZIM
64
Zacks Investment Management
Illinois
$2.92M +$88K +2,434 +3%
UBS AM
65
UBS AM
Illinois
$2.91M +$282K +7,792 +10%
SEI Investments
66
SEI Investments
Pennsylvania
$2.8M +$441K +12,182 +17%
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$2.75M +$2.92M +80,800 New
MC
68
Maplelane Capital
New York
$2.72M -$2.89M -80,000 -50%
SG Americas Securities
69
SG Americas Securities
New York
$2.7M +$545K +15,060 +23%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$2.61M -$36.5K -1,008 -1%
AQR Capital Management
71
AQR Capital Management
Connecticut
$2.6M +$212K +5,866 +8%
Barclays
72
Barclays
United Kingdom
$2.55M +$1.7M +46,954 +168%
Fiera Capital (Canada)
73
Fiera Capital (Canada)
Quebec, Canada
$2.54M -$369K -10,206 -12%
LRPA
74
L. Roy Papp & Associates
Arizona
$2.41M – – –
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$2.38M +$424K +11,714 +20%
1 2
3
4 5

PEGA Hedge Fund Activity: Q3 2019 in Review

187 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q3 2019, worth a combined $2.49B — down 6.1% from $2.65B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of PEGA and 26 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 76 added.

The largest buyer was Luxor Capital Group, adding an estimated $46.3M. The largest seller was Highline Capital Management, exiting entirely with an estimated $35.8M sold.

  • 187 institutional investors held Pegasystems (PEGA) as of Q3 2019, down from 190 in Q2 2019.
  • Funds reported $2.49B of Pegasystems stock for Q3 2019, down 6.1% quarter-over-quarter.
  • 26 funds opened new Pegasystems positions in Q3 2019 and 29 closed out, a net change of -3 holders.
  • The largest Pegasystems buyer in Q3 2019 was Luxor Capital Group, an estimated $46.3M added.
  • The largest Pegasystems seller in Q3 2019 was Highline Capital Management, an estimated $35.8M sold.

Based on aggregated 13F filings for Q3 2019.