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Pegasystems

198 hedge funds and large institutions have $3.01B invested in Pegasystems in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $271K

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $2.49B → $3.01B (+$514M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more funds holding

Funds holding: 187198 (+11)

2.58% more ownership

Funds ownership: 92.57%95.15% (+2.6%)

3% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 68

Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
3.9%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
33
Increased
70
Reduced
68
Closed
17
Calls
$1.25M
Puts
$271K
Net Calls
+$978K
Net Calls Change
+$835K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$415K -$140K -3,704 -26%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$404K +$5.67K +150 +2%
CT
128
Cambridge Trust
Massachusetts
$398K
MOS
129
MGO One Seven
Ohio
$388K -$10.9K -288 -3%
Qube Research & Technologies (QRT)
130
Qube Research & Technologies (QRT)
United Kingdom
$387K +$367K +9,712 New
Point72 Asset Management
131
Point72 Asset Management
Connecticut
$382K +$227K +6,000 +167%
Acadian Asset Management
132
Acadian Asset Management
Massachusetts
$372K -$142K -3,760 -29%
PP
133
PDT Partners
New York
$366K +$348K +9,200 New
ECM
134
ETrade Capital Management
Virginia
$356K -$55.2K -1,460 -14%
PCM
135
Princeton Capital Management
New Jersey
$354K
PP
136
Prudential plc
United Kingdom
$320K +$304K +8,026 New
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$319K +$40K +1,058 +15%
TFS
138
TrustCore Financial Services
Tennessee
$310K
GCA
139
Greenwood Capital Associates
South Carolina
$308K +$41.3K +1,092 +16%
SEC
140
Seven Eight Capital
New York
$304K -$311K -8,212 -52%
Sumitomo Mitsui Trust Group
141
Sumitomo Mitsui Trust Group
Japan
$297K +$282K +7,446 New
HKAM
142
Horizon Kinetics Asset Management
New York
$296K -$46.4K -1,226 -14%
MIFH
143
Migdal Insurance & Financial Holdings
Israel
$291K -$1.35M -35,670 -83%
WS
144
Wedbush Securities
California
$289K -$45.7K -1,208 -14%
PCA
145
Personal Capital Advisors
California
$278K +$264K +6,984 New
PHK
146
Point72 Hong Kong
Hong Kong
$266K -$8.7K -230 -3%
DBT
147
Dubuque Bank & Trust
Iowa
$260K
PAG
148
Private Advisor Group
New Jersey
$252K
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$239K +$60.6K +1,602 +36%
CIBC Asset Management
150
CIBC Asset Management
Ontario, Canada
$229K +$218K +5,754 New

PEGA Hedge Fund Activity: Q4 2019 in Review

198 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2019, worth a combined $3.01B — up 21% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PEGA positions and 17 closed out — a net gain of 16 holders — while 70 added to existing stakes and 68 trimmed.

The largest buyer was Bares Capital Management, adding an estimated $236M. The largest seller was Cadian Capital Management, cutting an estimated $31.5M.

  • 198 institutional investors held Pegasystems (PEGA) as of Q4 2019, up from 187 in Q3 2019.
  • Funds reported $3.01B of Pegasystems stock for Q4 2019, up 21% quarter-over-quarter.
  • 33 funds opened new Pegasystems positions in Q4 2019 and 17 closed out, a net change of +16 holders.
  • The largest Pegasystems buyer in Q4 2019 was Bares Capital Management, an estimated $236M added.
  • The largest Pegasystems seller in Q4 2019 was Cadian Capital Management, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2019.