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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 %
SOW
126
State of Wyoming
Wyoming
$176K -$12.7K -516 -7%
Osaic Holdings
127
Osaic Holdings
Arizona
$142K +$149 +6 +0.1%
MIM
128
MetLife Investment Management
New Jersey
$127K +$3.5K +142 +3%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$123K +$9.27K +376 +8%
GC
130
Globeflex Capital
California
$106K +$106K +4,280 New
FFA
131
Farther Finance Advisors
California
$86.3K +$86.3K +3,500 New
CG
132
Cutler Group
California
$83K – – –
PA
133
Parallel Advisors
California
$57.7K +$641 +26 +1%
Asset Management One
134
Asset Management One
Japan
$56.3K +$2.76K +112 +5%
AIG
135
American International Group
New York
$38.4K +$8.09K +328 +27%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$36.4K -$493 -20 -1%
SPIA
137
Steward Partners Investment Advisory
New York
$34.5K – – –
S
138
SignatureFD
Georgia
$32.9K – – –
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$32K – – –
GAAM
140
Guinness Atkinson Asset Management
California
$31.2K – – –
VFA
141
Virtus Fund Advisers
Connecticut
$29.6K – – –
SWM
142
Spire Wealth Management
Virginia
$24.7K – – –
TRCT
143
Tower Research Capital (TRC)
New York
$17.3K -$5.57K -226 -24%
UB
144
UMB Bank
Missouri
$15K – – –
QCG
145
Quadrant Capital Group
Ohio
$13.9K – – –
LC
146
Lindbrook Capital
California
$13.5K -$247 -10 -2%
PP
147
PFS Partners
New Jersey
$9.86K – – –
KFS
148
Kelly Financial Services
Massachusetts
$9.86K – – –
PFBT
149
Parkside Financial Bank & Trust
Missouri
$8.18K – – –
Schroder Investment Management Group
150
Schroder Investment Management Group
United Kingdom
$8.14K – – –
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6
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