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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
SG Americas Securities
126
SG Americas Securities
New York
$776K -$2.3M -38,850 -74%
FA
127
FDx Advisors
Illinois
$747K -$684K -11,548 -46%
GCP
128
GSA Capital Partners
United Kingdom
$747K +$48.8K +824 +7%
IWP
129
Icon Wealth Partners
Texas
$744K -$684K -11,548 -46%
DA
130
Duality Advisers
Florida
$678K +$718K +12,132 New
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$673K
AGM
132
Alpine Global Management
New York
$657K +$696K +11,754 New
HSBC Holdings
133
HSBC Holdings
United Kingdom
$650K +$122K +2,056 +21%
Osaic Holdings
134
Osaic Holdings
Arizona
$645K +$66.6K +1,124 +11%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$592K +$166K +2,798 +36%
ACM
136
AlphaCrest Capital Management
New York
$585K +$39.7K +670 +7%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$574K +$355 +6 +0.1%
Vontobel Holding
138
Vontobel Holding
Switzerland
$573K +$318K +5,376 +110%
Wolverine Trading
139
Wolverine Trading
Illinois
$569K +$592K +10,002 New
CT
140
Cambridge Trust
Massachusetts
$559K
AWM
141
Avior Wealth Management
Nebraska
$556K
State of Wisconsin Investment Board
142
State of Wisconsin Investment Board
Wisconsin
$555K -$18.4K -310 -3%
TC
143
TwinBeech Capital
New York
$552K +$585K +9,880 New
Acadian Asset Management
144
Acadian Asset Management
Massachusetts
$534K -$477K -8,052 -46%
TI
145
Trexquant Investment
Connecticut
$503K +$284K +4,792 +114%
X
146
Xponance
Pennsylvania
$497K +$3.67K +62 +0.7%
QC
147
Quent Capital
New York
$496K +$526K +8,880 New
EA
148
Emerald Advisers
Pennsylvania
$494K -$8.53K -144 -2%
Principal Financial Group
149
Principal Financial Group
Iowa
$489K +$25.1K +424 +5%
MCM
150
Maryland Capital Management
Maryland
$487K +$43.8K +740 +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.