Pegasystems
PEGA
251 hedge funds and large institutions have $3.15B invested in Pegasystems in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 83 reducing their positions, and 56 closing their positions.
793% more call options, than puts
Call options by funds: $35M | Put options by funds: $3.92M
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
5% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 83
1.38% less ownership
Funds ownership: 97.18% → 95.8% (-1.4%)
5% less funds holding
Funds holding: 265 → 251 (-14)
20% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 56
29% less capital invested
Capital invested by funds: $4.44B → $3.15B (-$1.28B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$104M |
| 2 |
TGA
TPG GP A
Fort Worth,
Texas
|
+$42.9M |
| 3 |
SRFM
Shannon River Fund Management
New York
|
+$36.5M |
| 4 |
Morgan Stanley
New York
|
+$33.1M |
| 5 |
Millennium Management
New York
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
|
-$160M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$133M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$56.6M |
| 4 |
LWCA
Locust Wood Capital Advisers
New York
|
-$44.9M |
| 5 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$30.9M |
PEGA Hedge Fund Activity: Q1 2022 in Review
251 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q1 2022, worth a combined $3.15B — down 29% from $4.44B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of PEGA and 45 opened new positions — a net loss of 11 holders — while 83 trimmed existing stakes and 87 added.
The largest buyer was Capital Research Global Investors, adding an estimated $104M. The largest seller was Foxhaven Asset Management, exiting entirely with an estimated $160M sold.
- 251 institutional investors held Pegasystems (PEGA) as of Q1 2022, down from 265 in Q4 2021.
- Funds reported $3.15B of Pegasystems stock for Q1 2022, down 29% quarter-over-quarter.
- 45 funds opened new Pegasystems positions in Q1 2022 and 56 closed out, a net change of -11 holders.
- The largest Pegasystems buyer in Q1 2022 was Capital Research Global Investors, an estimated $104M added.
- The largest Pegasystems seller in Q1 2022 was Foxhaven Asset Management, an estimated $160M sold.
Based on aggregated 13F filings for Q1 2022.