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Pegasystems
PEGA

Overview Fund Activity

184 hedge funds and large institutions have $1.7B invested in Pegasystems in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
4.18%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
31
Increased
63
Reduced
57
Closed
28
Calls
$1.23M
Puts
$816K
Net Calls
+$416K
Net Calls Change
+$34.4M

Top Buyers

1
SI
1
SQN Investors
California
$72.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$37.7M
3
TGHSA
3
TPG Group Holdings (SBS) Advisors
Texas
$81.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$52.5M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$46.8M

Top Sellers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$0
2
PI
2
Putnam Investments
Massachusetts
$0
3
CAM
3
Contour Asset Management
New York
$48.6M
4
O
4
OppenheimerFunds
New York
$36.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIM
151
Jupiter Investment Management
United Kingdom
$99K +$99K +4,224 New
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$97K +$37.8K +1,608 +64%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$90K -$426 -18 -0.5%
Simplex Trading
154
Simplex Trading
Illinois
$81K -$70.2K -2,992 -46%
IAM
155
Integre Asset Management
New York
$70K +$70K +2,966 New
PHK
156
Point72 Hong Kong
Hong Kong
$62K +$62K +2,626 New
II
157
Inspire Investing
Idaho
$55K +$55K +2,334 New
CTA
158
Carillon Tower Advisers
Florida
$48.8K +$48.8K +2,069,802 New
Fuller & Thaler Asset Management
159
Fuller & Thaler Asset Management
California
$47K – – –
HNB
160
Huntington National Bank
Ohio
$38K – – –
PA
161
Parallel Advisors
California
$26K – – –
PCM
162
Prelude Capital Management
New York
$25K +$25K +1,060 New
WA
163
WealthTrust-Arizona
Arizona
$21K – – –
SPIA
164
Steward Partners Investment Advisory
New York
$18K -$9K -400 -33%
MA
165
MUFG Americas
New York
$18K – – –
FIB
166
First Interstate Bank
Montana
$17K – – –
CHP
167
Cable Hill Partners
Oregon
$17K +$573 +24 +3%
MOS
168
MGO One Seven
Ohio
$17K +$17K +732 New
FHA
169
First Horizon Advisors
Tennessee
$15K +$5.48K +234 +58%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$12K -$14.4K -600 -55%
EWM
171
Evercore Wealth Management
New York
$9K – – –
KF
172
Krilogy Financial
Missouri
$9K – – –
HR
173
Howe & Rusling
New York
$9K – – –
IA
174
IFP Advisors
Florida
$9K +$341 +14 +4%
RE
175
RBC Europe
United Kingdom
$7.31K – – –
5 6
7
8 9