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Pegasystems
PEGA

Overview Fund Activity

177 hedge funds and large institutions have $1.29B invested in Pegasystems in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-36
Holders Change %
-16.9%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
22
Increased
79
Reduced
59
Closed
56
Calls
$8.55M
Puts
$3.96M
Net Calls
+$4.59M
Net Calls Change
-$19.8M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$47.4M
2
CCM
Cadian Capital Management
New York
$40.1M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$22.1M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$19.3M
5
Federated Hermes
Federated Hermes
Pennsylvania
$22.5M

Top Sellers

1
PIMC
Praesidium Investment Management Company
New York
$0
2
BAMCO Inc
BAMCO Inc
New York
$5.33M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Millennium Management
Millennium Management
New York
$657K
5
MAP
Madison Avenue Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
151
Kelly Financial Services
Massachusetts
$6.43K – – –
C
152
Covestor
United Kingdom
$5K +$2.13K +144 +74%
GWS
153
Glassman Wealth Services
Virginia
$4K +$419 +26 +12%
EWA
154
EverSource Wealth Advisors
Alabama
$4K +$4K +262 New
CI Investments Inc
155
CI Investments Inc
Ontario, Canada
$3K -$182 -12 -6%
IA
156
IFP Advisors
Florida
$3K +$1K +28 +50%
LC
157
Lindbrook Capital
California
$3K +$1.93K +108 +180%
CAL
158
Capital Advisors Ltd
Ohio
$3K +$2.02K +116 +207%
APA
159
American Portfolios Advisors
New York
$2.38K – – –
SWM
160
Spire Wealth Management
Virginia
$2K -$20.4K -1,000 -91%
HNB
161
Huntington National Bank
Ohio
$2K -$7.14K -514 -78%
TWA
162
TCI Wealth Advisors
Arizona
$2K -$2.98K -140 -60%
RA
163
Rise Advisors
New York
$2K – – –
HPC
164
HM Payson & Co
Maine
$2K – – –
CCA
165
Column Capital Advisors
Indiana
$2K – – –
MTIC
166
Missouri Trust & Investment Company
Missouri
$2K – – –
BIA
167
Bell Investment Advisors
California
$2K +$250 +16 +14%
MPWT
168
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +132 New
AAP
169
Arax Advisory Partners
Colorado
$1K +$421 +16 +73%
AF
170
Allworth Financial
California
$1K +$1K +42 New
Loomis, Sayles & Company
171
Loomis, Sayles & Company
Massachusetts
$1K +$1K +64 New
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$301 +$6 +280 +2%
PIMC
173
Praesidium Investment Management Company
New York
– -$31.1M -1,300,880 Closed
Renaissance Technologies
174
Renaissance Technologies
New York
– -$19.1M -796,848 Closed
MAP
175
Madison Avenue Partners
New York
– -$13.3M -555,642 Closed
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