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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
BAM
51
Burgundy Asset Management
Ontario, Canada
$10.7M +$5.8M +176,090 +149%
Franklin Resources
52
Franklin Resources
California
$10.4M +$3.26M +98,866 +54%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$9.58M +$6.86M +208,190 +386%
FP
54
Foundry Partners
Minnesota
$9.57M +$8.62M +261,782 New
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$9.55M +$2.19M +66,354 +34%
PCM
56
Penn Capital Management
Pennsylvania
$8.85M +$7.95M +241,372 New
VOYA Investment Management
57
VOYA Investment Management
Georgia
$8.52M +$6.22M +188,996 +427%
Lazard Asset Management
58
Lazard Asset Management
New York
$8.52M +$799K +24,260 +12%
Renaissance Technologies
59
Renaissance Technologies
New York
$8.09M +$184K +5,600 +3%
UBS AM
60
UBS AM
Illinois
$8.08M +$54.9K +1,668 +0.8%
PAM
61
Panagora Asset Management
Massachusetts
$7.99M -$1.07M -32,426 -13%
Arrowstreet Capital
62
Arrowstreet Capital
Massachusetts
$7.73M +$2.97M +90,212 +74%
SCA
63
Summit Creek Advisors
Minnesota
$7.51M +$6.77M +205,470 New
Allspring Global Investments
64
Allspring Global Investments
North Carolina
$7.13M +$5.63M +171,010 +709%
Connor, Clark & Lunn Investment Management (CC&L)
65
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.08M +$538K +16,340 +9%
Fidelity International
66
Fidelity International
Bermuda
$6.82M
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$6.78M +$3.95M +119,792 +182%
KCM
68
Kornitzer Capital Management
Kansas
$6.69M +$6.03M +183,010 New
HF
69
HRT Financial
New York
$6.53M +$5.88M +178,666 New
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$6.31M -$6.83M -207,456 -55%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$6.13M +$2.44K +74 +0%
CM
72
Castleark Management
Illinois
$6.1M +$5.49M +166,820 New
Swiss National Bank
73
Swiss National Bank
Switzerland
$6.07M +$32.9K +1,000 +0.6%
American Century Companies
74
American Century Companies
Missouri
$5.9M +$677K +20,566 +15%
Nordea Investment Management
75
Nordea Investment Management
Sweden
$5.87M -$303K -9,200 -5%

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.