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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
Man Group
76
Man Group
United Kingdom
$5.41M -$276K -4,324 -5%
MCM
77
Makena Capital Management
California
$5.4M +$752K +11,794 +17%
Morgan Stanley
78
Morgan Stanley
New York
$5.06M +$3.27M +51,266 +208%
PPA
79
Parametric Portfolio Associates
Washington
$5.05M -$210K -3,298 -4%
MSE
80
MUFG Securities EMEA
United Kingdom
$4.53M -$5.18M -81,200 -54%
UBS Group
81
UBS Group
Switzerland
$4.2M +$1.46M +22,834 +57%
PC
82
Provenire Capital
Minnesota
$4.08M +$2.46M +38,534 +170%
SV
83
Sturgeon Ventures
United Kingdom
$4.03M +$908K +14,232 +31%
SEI Investments
84
SEI Investments
Pennsylvania
$3.96M -$844K -13,226 -18%
LRPA
85
L. Roy Papp & Associates
Arizona
$3.96M -$42.7K -670 -1%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$3.7M -$130K -2,040 -4%
FCM
87
Frontier Capital Management
Massachusetts
$3.63M -$419K -6,570 -11%
CSS
88
Cubist Systematic Strategies
Connecticut
$3.47M +$1.24M +19,420 +59%
AQR Capital Management
89
AQR Capital Management
Connecticut
$3.38M -$600K -9,414 -15%
LBD
90
Landsberg Bennett & Dubbaneh
Florida
$3.26M -$78.1K -1,224 -2%
AG
91
Aperio Group
California
$3.26M +$39.3K +616 +1%
DA
92
Duality Advisers
Florida
$3.11M +$2.61M +40,844 +699%
AllianceBernstein
93
AllianceBernstein
Tennessee
$3.08M -$3.83K -60 -0.1%
LIP
94
Liontrust Investment Partners
United Kingdom
$2.93M +$2.81M +44,000 New
BBHC
95
Brown Brothers Harriman & Co
New York
$2.88M
VOYA Investment Management
96
VOYA Investment Management
Georgia
$2.69M -$1.51M -23,670 -37%
JP Morgan Chase
97
JP Morgan Chase
New York
$2.64M +$1.14M +17,844 +82%
CM
98
Castleark Management
Illinois
$2.63M -$256K -4,020 -9%
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.62M +$539K +8,446 +27%
RJA
100
Raymond James & Associates
Florida
$2.5M +$38.4K +602 +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.