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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
Lazard Asset Management
51
Lazard Asset Management
New York
$6.32M -$35.1K -1,172 -0.6%
Prudential Financial
52
Prudential Financial
New Jersey
$6.3M +$3.49M +116,600 +127%
Mackenzie Financial
53
Mackenzie Financial
Ontario, Canada
$5.9M +$3.24M +108,116 +125%
Fidelity International
54
Fidelity International
Bermuda
$5.65M +$492K +16,402 +10%
Franklin Resources
55
Franklin Resources
California
$5.54M +$2.02M +67,382 +58%
Connor, Clark & Lunn Investment Management (CC&L)
56
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.37M -$1.88M -62,694 -26%
SEI Investments
57
SEI Investments
Pennsylvania
$5.18M -$1.51M -50,546 -23%
Nordea Investment Management
58
Nordea Investment Management
Sweden
$5.15M +$5.11M +170,414 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$5.07M -$931K -31,062 -16%
Swiss National Bank
60
Swiss National Bank
Switzerland
$4.99M – – –
PCM
61
Prelude Capital Management
New York
$4.97M +$2.25M +75,120 +84%
American Century Companies
62
American Century Companies
Missouri
$4.26M +$978K +32,636 +30%
CM
63
Crestline Management
Texas
$4.23M -$2.83M -94,386 -40%
BFM
64
Boothbay Fund Management
New York
$4.11M +$2.39M +79,666 +142%
Barclays
65
Barclays
United Kingdom
$4.06M -$1.41M -47,134 -26%
EP
66
Edgestream Partners
New Jersey
$3.85M +$2.74M +91,292 +254%
Arrowstreet Capital
67
Arrowstreet Capital
Massachusetts
$3.67M -$24.2M -806,542 -87%
Victory Capital Management
68
Victory Capital Management
Texas
$3.62M +$1.62M +53,918 +82%
JF
69
Jump Financial
Illinois
$3.61M +$2.33M +77,740 +188%
BAM
70
Burgundy Asset Management
Ontario, Canada
$3.56M +$3.53M +117,792 New
Vontobel Holding
71
Vontobel Holding
Switzerland
$3.52M +$3.24K +108 +0.1%
Twin Tree Management
72
Twin Tree Management
Texas
$3.5M -$4.19M -139,672 -55%
CP
73
CenterBook Partners
Connecticut
$3.48M +$215K +7,176 +7%
Ameriprise
74
Ameriprise
Minnesota
$3.37M -$2.15M -71,650 -39%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$3.23M -$2.28M -75,938 -42%
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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.