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Pegasystems
PEGA

Overview Fund Activity

185 hedge funds and large institutions have $1.37B invested in Pegasystems in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 57 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+8
Holders Change %
+4.52%
% of All Funds
2.98%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
35
Increased
57
Reduced
72
Closed
24
Calls
$482K
Puts
$1.67M
Net Calls
-$1.19M
Net Calls Change
-$5.78M

Top Buyers

1
CCM
1
Cadian Capital Management
New York
$82.1M
2
SRFM
2
Shannon River Fund Management
New York
$15.9M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$36.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.57M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$124M

Top Sellers

1
EC
1
Eminence Capital
New York
$0
2
LCG
2
Luxor Capital Group
New York
$125M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$3.42M
4
BlackRock
4
BlackRock
New York
$68.3M
5
Holocene Advisors
5
Holocene Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$10.8K -$2.43K -142 -18%
QCG
152
Quadrant Capital Group
Ohio
$10.4K +$2.16K +126 +26%
UB
153
UMB Bank
Missouri
$10K +$10K +610 New
LC
154
Lindbrook Capital
California
$9.14K +$6.27K +366 +218%
PP
155
PFS Partners
New Jersey
$6.85K – – –
KFS
156
Kelly Financial Services
Massachusetts
$6.85K – – –
C
157
Covestor
United Kingdom
$6K +$70 +4 +1%
EWA
158
EverSource Wealth Advisors
Alabama
$4.86K +$377 +22 +8%
BTI
159
Blue Trust Inc
Georgia
$4K +$3.73K +252 +1,400%
USCWA
160
U.S. Capital Wealth Advisors
Texas
$3.42K +$3.42K +200 New
BAM
161
Belpointe Asset Management
Nevada
$3.22K +$3.22K +188 New
BIA
162
Bell Investment Advisors
California
$3.01K +$822 +48 +38%
Loomis, Sayles & Company
163
Loomis, Sayles & Company
Massachusetts
$3K +$1.83K +100 +156%
CCA
164
Column Capital Advisors
Indiana
$2.64K – – –
HNB
165
Huntington National Bank
Ohio
$2.6K +$137 +8 +6%
RA
166
Rise Advisors
New York
$2.58K – – –
CAL
167
Capital Advisors Ltd
Ohio
$2K -$567 -38 -22%
IA
168
IFP Advisors
Florida
$2K -$1.36K -34 -40%
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$2K -$491 -26 -20%
SWM
170
Spire Wealth Management
Virginia
$2K – – –
MTIC
171
Missouri Trust & Investment Company
Missouri
$2K – – –
GWS
172
Glassman Wealth Services
Virginia
$1.92K -$2.33K -136 -55%
TWA
173
TCI Wealth Advisors
Arizona
$1.88K +$274 +16 +17%
HPC
174
HM Payson & Co
Maine
$1.71K – – –
AAP
175
Arax Advisory Partners
Colorado
$1.64K +$993 +58 +153%
5 6
7
8 9