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Pegasystems

257 hedge funds and large institutions have $5.26B invested in Pegasystems in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $4.71B → $5.26B (+$557M)

1% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 94

0.66% more ownership

Funds ownership: 97.23%97.89% (+0.66%)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

1% less funds holding

Funds holding: 259257 (-2)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

40% less call options, than puts

Call options by funds: $9.42M | Put options by funds: $15.6M

Holders
257
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
4.55%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
30
Increased
95
Reduced
94
Closed
30
Calls
$9.42M
Puts
$15.6M
Net Calls
-$6.2M
Net Calls Change
-$447K
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
51
Crawford Investment Counsel
Georgia
$14.6M -$327K -5,132 -2%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$12.9M +$879K +13,776 +8%
Swiss National Bank
53
Swiss National Bank
Switzerland
$12.1M
Millennium Management
54
Millennium Management
New York
$10.8M -$274K -4,298 -3%
Adage Capital Partners
55
Adage Capital Partners
Massachusetts
$10.7M +$4.47M +70,000 +78%
GH
56
GAM Holding
Switzerland
$10.3M +$2.33M +36,590 +31%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$9.89M -$1.63M -25,494 -15%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$9.45M +$181K +2,830 +2%
Two Sigma Investments
59
Two Sigma Investments
New York
$9.32M +$8.93M +139,922 New
Legal & General Group
60
Legal & General Group
United Kingdom
$8.99M -$326K -5,116 -4%
UBS AM
61
UBS AM
Illinois
$8.68M +$1.36M +21,330 +20%
RHJA
62
Rice Hall James & Associates
California
$8.28M -$2.4M -37,684 -23%
Citigroup
63
Citigroup
New York
$8.2M -$122K -1,906 -2%
Citadel Advisors
64
Citadel Advisors
Florida
$8.06M +$4.36M +68,414 +130%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$7.87M -$329K -5,160 -4%
Wells Fargo
66
Wells Fargo
California
$7.43M -$1.93M -30,192 -21%
Arrowstreet Capital
67
Arrowstreet Capital
Massachusetts
$7.12M -$9.62M -150,804 -59%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$7.07M -$625K -9,800 -8%
Canada Life
69
Canada Life
Manitoba, Canada
$6.84M +$1.78M +27,944 +37%
OAM
70
Oppenheimer Asset Management
New York
$6.76M -$156K -2,438 -2%
CS
71
Credit Suisse
Switzerland
$6.69M +$467K +7,326 +8%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$6.44M +$182K +2,848 +3%
IIM
73
Ironwood Investment Management
Massachusetts
$6.33M -$122K -1,912 -2%
GKFF
74
George Kaiser Family Foundation
Oklahoma
$5.98M +$919K +14,402 +19%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$5.77M -$88.2K -1,382 -2%

PEGA Hedge Fund Activity: Q4 2020 in Review

257 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2020, worth a combined $5.26B — up 12% from $4.71B a quarter earlier.

Fund positioning in PEGA was balanced in Q4 2020: 30 funds opened new positions, 30 closed out, 95 added to existing stakes and 94 trimmed.

The largest buyer was Bares Capital Management, adding an estimated $65.1M. The largest seller was Dorsal Capital Management, cutting an estimated $54.2M.

  • 257 institutional investors held Pegasystems (PEGA) as of Q4 2020, down from 259 in Q3 2020.
  • Funds reported $5.26B of Pegasystems stock for Q4 2020, up 12% quarter-over-quarter.
  • 30 funds opened new Pegasystems positions in Q4 2020 and 30 closed out, a net change of 0 holders.
  • The largest Pegasystems buyer in Q4 2020 was Bares Capital Management, an estimated $65.1M added.
  • The largest Pegasystems seller in Q4 2020 was Dorsal Capital Management, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2020.