PEGA icon

Pegasystems
PEGA

Overview Fund Activity

172 hedge funds and large institutions have $1.95B invested in Pegasystems in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-18
Holders Change %
-9.47%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
54
Reduced
64
Closed
36
Calls
$754K
Puts
$887K
Net Calls
-$133K
Net Calls Change
-$3.8M

Top Buyers

1
CCM
1
Cadian Capital Management
New York
$172M
2
BCM
2
Bares Capital Management
Texas
$286M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$231M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$208M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$18.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$5.92M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$23.7M
3
GH
3
GAM Holding
Switzerland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
101
Graham Capital Management
Connecticut
$443K +$443K +17,976 New
CP
102
CenterBook Partners
Connecticut
$432K -$1.53M -62,126 -78%
NYLIM
103
New York Life Investment Management
New York
$419K -$87.4K -3,546 -17%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$398K +$39.7K +1,610 +11%
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$395K +$395K +16,018 New
US Bancorp
106
US Bancorp
Minnesota
$340K -$112K -4,562 -25%
UBS Group
107
UBS Group
Switzerland
$338K -$858K -34,794 -72%
Wells Fargo
108
Wells Fargo
California
$317K +$53.3K +2,164 +20%
II
109
Inspire Investing
Idaho
$313K +$32.8K +1,330 +12%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$305K -$39.4K -1,598 -11%
Handelsbanken Fonder
111
Handelsbanken Fonder
Sweden
$303K – – –
Creative Planning
112
Creative Planning
Kansas
$303K +$36.8K +1,492 +14%
Public Employees Retirement Association of Colorado
113
Public Employees Retirement Association of Colorado
Colorado
$297K – – –
Citigroup
114
Citigroup
New York
$290K -$144K -5,834 -33%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$285K -$128K -5,190 -31%
JFG
116
Jefferies Financial Group
New York
$276K +$276K +11,200 New
X
117
Xponance
Pennsylvania
$276K +$5.13K +208 +2%
CT
118
Cambridge Trust
Massachusetts
$247K – – –
CIM
119
Contravisory Investment Management
Massachusetts
$226K +$226K +9,150 New
Principal Financial Group
120
Principal Financial Group
Iowa
$222K +$8.18K +332 +4%
NA
121
NewEdge Advisors
Louisiana
$216K +$216K +8,746 New
Victory Capital Management
122
Victory Capital Management
Texas
$209K -$4.88K -198 -2%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$204K +$204K +8,022 New
PAMS
124
Pictet Asset Management (Switzerland)
Switzerland
$204K -$57.2K -2,322 -22%
VIA
125
Virtus Investment Advisers
Connecticut
$189K – – –
3 4
5
6 7