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Pegasystems

178 hedge funds and large institutions have $2.41B invested in Pegasystems in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

144% more call options, than puts

Call options by funds: $7.19M | Put options by funds: $2.94M

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

33% more capital invested

Capital invested by funds: $1.81B → $2.41B (+$599M)

17% more funds holding

Funds holding: 152178 (+26)

12% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 51

1.63% less ownership

Funds ownership: 96.01%94.38% (-1.6%)

Holders
178
Holders Change
+26
Holders Change %
+17.11%
% of All Funds
3.85%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.28%
New
47
Increased
57
Reduced
51
Closed
18
Calls
$7.19M
Puts
$2.94M
Net Calls
+$4.24M
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
151
Tyers Asset Management
Texas
$53K +$48.1K +1,632 New
AG
152
Advisor Group
Arizona
$48K +$59 +2 +0.1%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$43K +$1.65K +56 +4%
PA
154
Parallel Advisors
California
$35K -$14.7K -500 -32%
ACS
155
Archford Capital Strategies
Illinois
$27K
QT
156
Quantamental Technologies
New York
$27K +$20.5K +694 +542%
Simplex Trading
157
Simplex Trading
Illinois
$25K +$13.9K +472 +154%
FIB
158
First Interstate Bank
Montana
$23K
FHA
159
First Horizon Advisors
Tennessee
$20K +$59 +2 +0.3%
HR
160
Howe & Rusling
New York
$14K -$1.42K -48 -10%
TRCT
161
Tower Research Capital (TRC)
New York
$14K +$11.5K +390 +929%
KFS
162
Kelly Financial Services
Massachusetts
$13K +$11.8K +400 New
CHP
163
Cable Hill Partners
Oregon
$11K
ME
164
McIlrath & Eck
Washington
$11K +$10.3K +350 New
RE
165
RBC Europe
United Kingdom
$10.1K
FHA
166
Flagship Harbor Advisors
Massachusetts
$10K
PFBT
167
Parkside Financial Bank & Trust
Missouri
$6K
SF
168
Synovus Financial
Georgia
$6K
VFA
169
Valeo Financial Advisors
Indiana
$6K
MSA
170
Marino Stram & Associates
Massachusetts
$5K +$767 +26 +20%
APA
171
American Portfolios Advisors
New York
$4.81K +$4.37K +148 New
S
172
SignatureFD
Georgia
$4K
MIM
173
MetLife Investment Management
New Jersey
$3.31K
CFGS
174
Concourse Financial Group Securities
Alabama
$3K
PFPT
175
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K +$2.95K +100 New

PEGA Hedge Fund Activity: Q1 2019 in Review

178 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q1 2019, worth a combined $2.41B — up 33% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PEGA positions and 18 closed out — a net gain of 29 holders — while 57 added to existing stakes and 51 trimmed.

The largest buyer was Luxor Capital Group, adding an estimated $54.8M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $87.1M sold.

  • 178 institutional investors held Pegasystems (PEGA) as of Q1 2019, up from 152 in Q4 2018.
  • Funds reported $2.41B of Pegasystems stock for Q1 2019, up 33% quarter-over-quarter.
  • 47 funds opened new Pegasystems positions in Q1 2019 and 18 closed out, a net change of +29 holders.
  • The largest Pegasystems buyer in Q1 2019 was Luxor Capital Group, an estimated $54.8M added.
  • The largest Pegasystems seller in Q1 2019 was D1 Capital Partners, an estimated $87.1M sold.

Based on aggregated 13F filings for Q1 2019.