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Pegasystems
PEGA

Overview Fund Activity

172 hedge funds and large institutions have $2.02B invested in Pegasystems in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+18
Holders Change %
+11.69%
% of All Funds
4.29%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.2%
New
39
Increased
56
Reduced
60
Closed
19
Calls
$1.62M
Puts
$4.97M
Net Calls
-$3.35M
Net Calls Change
-$3.08M

Top Buyers

1
EAM
Eagle Asset Management
Florida
$43.9M
2
Allianz Asset Management
Allianz Asset Management
Germany
$33.6M
3
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
$33.1M
4
CAM
Contour Asset Management
New York
$104M
5
O
OppenheimerFunds
New York
$51.5M

Top Sellers

1
CCM
Cadian Capital Management
New York
$0
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
$69.8M
3
Victory Capital Management
Victory Capital Management
Texas
$1.36M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$43.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$70.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
151
Meeder Asset Management
Ohio
$38K +$23.9K +826 +170%
SPIA
152
Steward Partners Investment Advisory
New York
$35K – – –
AG
153
Advisor Group
Arizona
$34K +$828 +28 +2%
PCM
154
Prelude Capital Management
New York
$34K +$34K +1,176 New
PA
155
Parallel Advisors
California
$33K – – –
WA
156
WealthTrust-Arizona
Arizona
$26K +$1.87K +64 +8%
FIB
157
First Interstate Bank
Montana
$24K – – –
AIM
158
Acrospire Investment Management
Illinois
$24K +$24K +822 New
MA
159
MUFG Americas
New York
$22K – – –
EWM
160
Evercore Wealth Management
New York
$16K +$16K +546 New
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$15K +$3K +100 +25%
QCG
162
Quadrant Capital Group
Ohio
$14K – – –
KF
163
Krilogy Financial
Missouri
$12K +$12K +400 New
HR
164
Howe & Rusling
New York
$11K – – –
FHA
165
First Horizon Advisors
Tennessee
$11K – – –
IA
166
IFP Advisors
Florida
$9K +$3.3K +116 +58%
PFBT
167
Parkside Financial Bank & Trust
Missouri
$8K -$1.13K -38 -12%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8K +260 New
CHP
169
Cable Hill Partners
Oregon
$6K -$6K -200 -50%
Federated Hermes
170
Federated Hermes
Pennsylvania
$5K – – –
WAM
171
Wealthspire Advisors (Maryland)
Maryland
$4K +$4K +140 New
Walleye Trading
172
Walleye Trading
New York
$256 +$256 +8,780 New
CCM
173
Cadian Capital Management
New York
– -$46.8M -2,134,070 Closed
SI
174
Sensato Investors
California
– -$8.99M -409,850 Closed
Point72 Asset Management
175
Point72 Asset Management
Connecticut
– -$5.86M -267,400 Closed
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