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Pegasystems

265 hedge funds and large institutions have $4.44B invested in Pegasystems in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,204% more call options, than puts

Call options by funds: $124M | Put options by funds: $9.54M

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

14% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 76

9% more funds holding

Funds holding: 243265 (+22)

0.41% more ownership

Funds ownership: 96.78%97.18% (+0.41%)

11% less capital invested

Capital invested by funds: $5.01B → $4.44B (-$572M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
265
Holders Change
+22
Holders Change %
+9.05%
% of All Funds
4.08%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
55
Increased
87
Reduced
76
Closed
29
Calls
$124M
Puts
$9.54M
Net Calls
+$115M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$3.42M +$32.7K +552 +0.9%
Victory Capital Management
77
Victory Capital Management
Texas
$3.37M +$477K +8,064 +15%
Morgan Stanley
78
Morgan Stanley
New York
$3.15M -$6.39K -108 -0.2%
LRPA
79
L. Roy Papp & Associates
Arizona
$2.99M
JP Morgan Chase
80
JP Morgan Chase
New York
$2.65M -$701K -11,832 -20%
Twin Tree Management
81
Twin Tree Management
Texas
$2.63M +$2.78M +47,006 New
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
$2.62M +$253K +4,272 +10%
AQR Capital Management
83
AQR Capital Management
Connecticut
$2.58M +$1.11M +18,666 +68%
Fidelity International
84
Fidelity International
Bermuda
$2.56M +$2.29M +38,712 +553%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.51M -$82.2K -1,388 -3%
Man Group
86
Man Group
United Kingdom
$2.47M +$216K +3,654 +9%
CSS
87
Cubist Systematic Strategies
Connecticut
$2.42M +$2.37M +40,000 +1,195%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$2.31M +$2.45M +41,316 New
Citigroup
89
Citigroup
New York
$2.19M +$237K +3,996 +11%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$2.17M +$812K +13,712 +55%
SV
91
Sturgeon Ventures
United Kingdom
$2.15M -$2.49M -42,000 -52%
PCM
92
Penserra Capital Management
California
$2.15M +$488K +8,238 +24%
AllianceBernstein
93
AllianceBernstein
Tennessee
$2.15M -$567K -9,578 -20%
UBS Group
94
UBS Group
Switzerland
$2.11M -$1.01M -17,030 -31%
LIP
95
Liontrust Investment Partners
United Kingdom
$2.01M -$4.1M -69,200 -66%
US Bancorp
96
US Bancorp
Minnesota
$1.91M -$106K -1,792 -5%
Canada Pension Plan Investment Board
97
Canada Pension Plan Investment Board
Ontario, Canada
$1.79M
RJA
98
Raymond James & Associates
Florida
$1.7M -$121K -2,044 -6%
Treasurer of the State of North Carolina
99
Treasurer of the State of North Carolina
North Carolina
$1.65M +$10.7K +180 +0.6%
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$1.6M +$137K +2,308 +9%

PEGA Hedge Fund Activity: Q4 2021 in Review

265 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2021, worth a combined $4.44B — down 11% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PEGA positions and 29 closed out — a net gain of 26 holders — while 87 added to existing stakes and 76 trimmed.

The largest buyer was Luxor Capital Group, adding an estimated $155M. The largest seller was Invesco, cutting an estimated $121M.

  • 265 institutional investors held Pegasystems (PEGA) as of Q4 2021, up from 243 in Q3 2021.
  • Funds reported $4.44B of Pegasystems stock for Q4 2021, down 11% quarter-over-quarter.
  • 55 funds opened new Pegasystems positions in Q4 2021 and 29 closed out, a net change of +26 holders.
  • The largest Pegasystems buyer in Q4 2021 was Luxor Capital Group, an estimated $155M added.
  • The largest Pegasystems seller in Q4 2021 was Invesco, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2021.