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Pegasystems

198 hedge funds and large institutions have $3.01B invested in Pegasystems in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $271K

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $2.49B → $3.01B (+$514M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more funds holding

Funds holding: 187198 (+11)

2.58% more ownership

Funds ownership: 92.57%95.15% (+2.6%)

3% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 68

Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
3.9%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
33
Increased
70
Reduced
68
Closed
17
Calls
$1.25M
Puts
$271K
Net Calls
+$978K
Net Calls Change
+$835K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
151
PEAK6 Investments
Illinois
$229K +$218K +5,762 New
PIA
152
Piedmont Investment Advisors
North Carolina
$224K +$213K +5,634 New
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$219K -$3.86K -102 -2%
JP Morgan Chase
154
JP Morgan Chase
New York
$214K -$3.56K -94 -2%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$208K -$17.4K -460 -8%
AC
156
Athanor Capital
New York
$207K -$159K -4,200 -45%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$146K -$3.33K -88 -2%
PFBT
158
Parkside Financial Bank & Trust
Missouri
$140K +$5.14K +136 +4%
CFA
159
Carroll Financial Associates
North Carolina
$128K +$454 +12 +0.4%
Barclays
160
Barclays
United Kingdom
$116K -$2.72M -71,964 -96%
FC
161
FORA Capital
Florida
$89K +$84.4K +2,232 New
AG
162
Advisor Group
Arizona
$73K -$23.9K -632 -26%
AIG
163
American International Group
New York
$71K -$2.87K -76 -4%
SPIA
164
Steward Partners Investment Advisory
New York
$59K
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$51K
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$37K -$26.8K -708 -43%
FHA
167
First Horizon Advisors
Tennessee
$37K +$3.18K +84 +10%
PA
168
Parallel Advisors
California
$35K
FIB
169
First Interstate Bank
Montana
$22K
HNB
170
Huntington National Bank
Ohio
$19K
AS
171
Altshuler Shaham
Israel
$18K -$2.8K -74 -14%
PA
172
Procyon Advisors
Connecticut
$18K +$16.9K +446 New
HR
173
Howe & Rusling
New York
$16K
TCWM
174
Total Clarity Wealth Management
Illinois
$16K +$15.1K +400 New
KFS
175
Kelly Financial Services
Massachusetts
$15.9K

PEGA Hedge Fund Activity: Q4 2019 in Review

198 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2019, worth a combined $3.01B — up 21% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PEGA positions and 17 closed out — a net gain of 16 holders — while 70 added to existing stakes and 68 trimmed.

The largest buyer was Bares Capital Management, adding an estimated $236M. The largest seller was Cadian Capital Management, cutting an estimated $31.5M.

  • 198 institutional investors held Pegasystems (PEGA) as of Q4 2019, up from 187 in Q3 2019.
  • Funds reported $3.01B of Pegasystems stock for Q4 2019, up 21% quarter-over-quarter.
  • 33 funds opened new Pegasystems positions in Q4 2019 and 17 closed out, a net change of +16 holders.
  • The largest Pegasystems buyer in Q4 2019 was Bares Capital Management, an estimated $236M added.
  • The largest Pegasystems seller in Q4 2019 was Cadian Capital Management, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2019.