We are live on ! Find out more
PEGA icon

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
Legal & General Group
76
Legal & General Group
United Kingdom
$2.17M +$142K +3,752 +7%
CIA
77
Capital Impact Advisors
Massachusetts
$2.1M
CM
78
Castleark Management
Illinois
$2.07M +$1.97M +52,020 New
LCAM
79
Lee Capital Asset Management
New York
$1.96M -$2.97M -78,660 -62%
Aviva
80
Aviva
United Kingdom
$1.93M +$1.84M +48,558 New
MC
81
Maverick Capital
Texas
$1.93M +$1.84M +48,538 New
DA
82
Duality Advisers
Florida
$1.92M +$792K +20,944 +77%
ECM
83
ExodusPoint Capital Management
New York
$1.87M +$1.49M +39,466 +519%
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$1.84M +$1.74M +46,130 New
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$1.81M +$80K +2,114 +5%
AG
86
Aperio Group
California
$1.76M +$21.5K +568 +1%
Deutsche Bank
87
Deutsche Bank
Germany
$1.66M +$551K +14,562 +54%
US Bancorp
88
US Bancorp
Minnesota
$1.65M -$40.7K -1,076 -3%
PP
89
Paloma Partners
Connecticut
$1.64M +$1.56M +41,170 New
Canada Life
90
Canada Life
Manitoba, Canada
$1.5M +$1.44M +37,992 New
LCM
91
Landscape Capital Management
New Jersey
$1.47M +$993K +26,248 +244%
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$1.36M
WG
93
Winton Group
United Kingdom
$1.31M +$163K +4,306 +15%
UBS Group
94
UBS Group
Switzerland
$1.26M -$254K -6,704 -18%
SG Americas Securities
95
SG Americas Securities
New York
$1.17M -$1.89M -50,054 -63%
Citigroup
96
Citigroup
New York
$1.16M +$604K +15,962 +122%
AGM
97
Alpine Global Management
New York
$1.14M +$1.09M +28,700 New
RJA
98
Raymond James & Associates
Florida
$1.14M +$151K +4,000 +16%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$1.12M +$267K +7,060 +34%
Morgan Stanley
100
Morgan Stanley
New York
$1.07M -$31.2K -826 -3%

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.