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Pegasystems

243 hedge funds and large institutions have $5.01B invested in Pegasystems in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 79

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0.76% more ownership

Funds ownership: 96.01%96.78% (+0.76%)

0% more funds holding

Funds holding: 243243 (0)

8% less capital invested

Capital invested by funds: $5.42B → $5.01B (-$416M)

35% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $16.4M

Holders
243
Holders Change
Holders Change %
0%
% of All Funds
4.25%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
30
Increased
89
Reduced
79
Closed
29
Calls
$10.7M
Puts
$16.4M
Net Calls
-$5.68M
Net Calls Change
+$9.47M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
101
VOYA Investment Management
Georgia
$1.59M -$177K -2,664 -10%
FA
102
FDx Advisors
Illinois
$1.58M +$95.8K +1,440 +6%
IWP
103
Icon Wealth Partners
Texas
$1.58M +$95.8K +1,440 +6%
SC
104
Scholtz & Company
Connecticut
$1.52M +$16K +240 +1%
FCM
105
Fortis Capital Management
Washington
$1.43M +$455K +6,838 +44%
ASRS
106
Arizona State Retirement System
Arizona
$1.41M +$9.58K +144 +0.7%
MCC
107
Malaga Cove Capital
California
$1.39M +$242K +3,638 +20%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$1.28M -$1.73K -26 -0.1%
IG
109
ING Group
Netherlands
$1.27M +$1.33M +20,000 New
IMRF
110
Illinois Municipal Retirement Fund
Illinois
$1.21M
UONDDL
111
University of Notre Dame du Lac
Indiana
$1.15M +$1.2M +18,026 New
Acadian Asset Management
112
Acadian Asset Management
Massachusetts
$1.12M -$3.36M -50,430 -74%
HighTower Advisors
113
HighTower Advisors
Illinois
$1.1M +$24.9K +374 +2%
SF
114
Synovus Financial
Georgia
$1.05M +$99.4K +1,494 +10%
LPL Financial
115
LPL Financial
California
$1.01M -$19.8K -298 -2%
GCA
116
Greenwood Capital Associates
South Carolina
$954K +$59.5K +894 +6%
Handelsbanken Fonder
117
Handelsbanken Fonder
Sweden
$946K
URS
118
Utah Retirement Systems
Utah
$941K -$53.2K -800 -5%
AB
119
Amalgamated Bank
New York
$939K -$59.5K -894 -6%
Ameriprise
120
Ameriprise
Minnesota
$930K +$31.5K +474 +3%
AG
121
Algert Global
California
$921K +$452K +6,794 +88%
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$828K +$167K +2,506 +24%
GCP
123
GSA Capital Partners
United Kingdom
$797K -$756K -11,356 -48%
KLC
124
Knowledge Leaders Capital
Colorado
$790K +$9.85K +148 +1%
Public Employees Retirement Association of Colorado
125
Public Employees Retirement Association of Colorado
Colorado
$765K

PEGA Hedge Fund Activity: Q3 2021 in Review

243 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q3 2021, worth a combined $5.01B — down 7.7% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PEGA positions and 29 closed out — a net gain of 1 holder — while 89 added to existing stakes and 79 trimmed.

The largest buyer was Eminence Capital, adding an estimated $45.5M. The largest seller was Luxor Capital Group, cutting an estimated $32.4M.

  • 243 institutional investors held Pegasystems (PEGA) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $5.01B of Pegasystems stock for Q3 2021, down 7.7% quarter-over-quarter.
  • 30 funds opened new Pegasystems positions in Q3 2021 and 29 closed out, a net change of +1 holder.
  • The largest Pegasystems buyer in Q3 2021 was Eminence Capital, an estimated $45.5M added.
  • The largest Pegasystems seller in Q3 2021 was Luxor Capital Group, an estimated $32.4M sold.

Based on aggregated 13F filings for Q3 2021.