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Pegasystems

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 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

6% more capital invested

Capital invested by funds: $1.29B → $1.37B (+$78.9M)

4% more funds holding

Funds holding: 178185 (+7)

0.62% less ownership

Funds ownership: 97.7%97.08% (-0.62%)

21% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 72

71% less call options, than puts

Call options by funds: $482K | Put options by funds: $1.67M

Holders
185
Holders Change
+7
Holders Change %
+3.93%
% of All Funds
2.97%
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
25
Calls
$482K
Puts
$1.67M
Net Calls
-$1.19M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
151
Concourse Financial Group Securities
Alabama
$10.8K -$2.46K -142 -18%
QCG
152
Quadrant Capital Group
Ohio
$10.4K +$2.18K +126 +26%
UB
153
UMB Bank
Missouri
$10K +$10.5K +610 New
LC
154
Lindbrook Capital
California
$9.14K +$6.33K +366 +218%
KFS
155
Kelly Financial Services
Massachusetts
$6.85K
PP
156
PFS Partners
New Jersey
$6.85K
C
157
Covestor
United Kingdom
$6K +$69 +4 +1%
EWA
158
EverSource Wealth Advisors
Alabama
$4.86K +$380 +22 +8%
BTI
159
Blue Trust Inc
Georgia
$4K +$4.36K +252 +1,400%
USCWA
160
U.S. Capital Wealth Advisors
Texas
$3.42K +$3.46K +200 New
BAM
161
Belpointe Asset Management
Nevada
$3.22K +$3.25K +188 New
BIA
162
Bell Investment Advisors
California
$3.01K +$830 +48 +38%
Loomis, Sayles & Company
163
Loomis, Sayles & Company
Massachusetts
$3K +$1.73K +100 +156%
CCA
164
Column Capital Advisors
Indiana
$2.64K
HNB
165
Huntington National Bank
Ohio
$2.6K +$138 +8 +6%
RA
166
Rise Advisors
New York
$2.58K
CAL
167
Capital Advisors Ltd
Ohio
$2K -$657 -38 -22%
IA
168
IFP Advisors
Florida
$2K -$588 -34 -40%
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$2K -$450 -26 -20%
MTIC
170
Missouri Trust & Investment Company
Missouri
$2K
SWM
171
Spire Wealth Management
Virginia
$2K
GWS
172
Glassman Wealth Services
Virginia
$1.92K -$2.35K -136 -55%
TWA
173
TCI Wealth Advisors
Arizona
$1.88K +$277 +16 +17%
HPC
174
HM Payson & Co
Maine
$1.71K
AAP
175
Arax Advisory Partners
Colorado
$1.64K +$1K +58 +153%

PEGA Hedge Fund Activity: Q4 2022 in Review

185 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2022, worth a combined $1.37B — up 6.1% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PEGA positions and 25 closed out — a net gain of 10 holders — while 57 added to existing stakes and 72 trimmed.

The largest buyer was Cadian Capital Management, adding an estimated $39.8M. The largest seller was Eminence Capital, exiting entirely with an estimated $39.7M sold.

  • 185 institutional investors held Pegasystems (PEGA) as of Q4 2022, up from 178 in Q3 2022.
  • Funds reported $1.37B of Pegasystems stock for Q4 2022, up 6.1% quarter-over-quarter.
  • 35 funds opened new Pegasystems positions in Q4 2022 and 25 closed out, a net change of +10 holders.
  • The largest Pegasystems buyer in Q4 2022 was Cadian Capital Management, an estimated $39.8M added.
  • The largest Pegasystems seller in Q4 2022 was Eminence Capital, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2022.