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Pegasystems

198 hedge funds and large institutions have $3.01B invested in Pegasystems in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $271K

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $2.49B → $3.01B (+$514M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more funds holding

Funds holding: 187198 (+11)

2.58% more ownership

Funds ownership: 92.57%95.15% (+2.6%)

3% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 68

Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
3.9%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
33
Increased
70
Reduced
68
Closed
17
Calls
$1.25M
Puts
$271K
Net Calls
+$978K
Net Calls Change
+$835K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
51
Tygh Capital Management
Oregon
$5M -$31.4K -830 -0.7%
BG
52
Bahl & Gaynor
Ohio
$4.3M +$41.5K +1,098 +1%
IIM
53
Ironwood Investment Management
Massachusetts
$4.21M -$302K -7,986 -7%
SCA
54
Snowden Capital Advisors
New York
$4.18M +$194K +5,136 +5%
Ameriprise
55
Ameriprise
Minnesota
$4.07M +$52.3K +1,382 +1%
OAM
56
Oppenheimer Asset Management
New York
$4.04M +$75K +1,982 +2%
UBS AM
57
UBS AM
Illinois
$3.53M +$114K +3,012 +4%
AllianceBernstein
58
AllianceBernstein
Tennessee
$3.49M -$6.05K -160 -0.2%
AQR Capital Management
59
AQR Capital Management
Connecticut
$3.49M +$424K +11,224 +15%
SEI Investments
60
SEI Investments
Pennsylvania
$3.42M +$132K +3,500 +4%
JM
61
Jeneq Management
New York
$3.4M -$2.3M -60,890 -42%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$3.09M +$36.5K +964 +1%
MCM
63
Makena Capital Management
California
$2.98M +$2.83M +74,756 New
Allianz Asset Management
64
Allianz Asset Management
Germany
$2.93M -$24.7M -652,702 -90%
State of New Jersey Common Pension Fund D
65
State of New Jersey Common Pension Fund D
New Jersey
$2.93M -$276K -7,302 -9%
Fiera Capital (Canada)
66
Fiera Capital (Canada)
Quebec, Canada
$2.9M -$67.8K -1,792 -2%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$2.83M +$37.9K +1,002 +1%
CS
68
Credit Suisse
Switzerland
$2.8M +$43.9K +1,162 +2%
LRPA
69
L. Roy Papp & Associates
Arizona
$2.66M -$151K -4,000 -6%
Calamos Advisors
70
Calamos Advisors
Illinois
$2.53M +$1.56M +41,124 +184%
LBD
71
Landsberg Bennett & Dubbaneh
Florida
$2.52M +$3.78K +100 +0.2%
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$2.34M +$2.22M +58,780 New
RC
73
Roubaix Capital
Colorado
$2.31M -$1.16M -30,680 -35%
PPA
74
Parametric Portfolio Associates
Washington
$2.29M +$239K +6,320 +12%
First Trust Advisors
75
First Trust Advisors
Illinois
$2.21M -$15.8M -417,498 -88%

PEGA Hedge Fund Activity: Q4 2019 in Review

198 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2019, worth a combined $3.01B — up 21% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PEGA positions and 17 closed out — a net gain of 16 holders — while 70 added to existing stakes and 68 trimmed.

The largest buyer was Bares Capital Management, adding an estimated $236M. The largest seller was Cadian Capital Management, cutting an estimated $31.5M.

  • 198 institutional investors held Pegasystems (PEGA) as of Q4 2019, up from 187 in Q3 2019.
  • Funds reported $3.01B of Pegasystems stock for Q4 2019, up 21% quarter-over-quarter.
  • 33 funds opened new Pegasystems positions in Q4 2019 and 17 closed out, a net change of +16 holders.
  • The largest Pegasystems buyer in Q4 2019 was Bares Capital Management, an estimated $236M added.
  • The largest Pegasystems seller in Q4 2019 was Cadian Capital Management, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2019.