PEGA icon

Pegasystems
PEGA

Overview Fund Activity

190 hedge funds and large institutions have $1.9B invested in Pegasystems in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 64 increasing their positions, 60 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+5
Holders Change %
+2.7%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
44
Increased
64
Reduced
60
Closed
37
Calls
$5M
Puts
$1.33M
Net Calls
+$3.67M
Net Calls Change
+$4.86M

Top Buyers

1
CCM
Cadian Capital Management
New York
$147M
2
Millennium Management
Millennium Management
New York
$24.1M
3
Capital Research Global Investors
Capital Research Global Investors
California
$191M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
$14.7M
5
TGA
TPG GP A
Texas
$142M

Top Sellers

1
RP
Riverbridge Partners
Minnesota
$0
2
Fidelity International
Fidelity International
Bermuda
$38.9M
3
LCG
Luxor Capital Group
New York
$157M
4
SRFM
Shannon River Fund Management
New York
$0
5
Federated Hermes
Federated Hermes
Pennsylvania
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$36.2K +$485 +20 +1%
SPIA
152
Steward Partners Investment Advisory
New York
$33.9K – – –
S
153
SignatureFD
Georgia
$32.4K -$9.6K -396 -23%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$31K -$4.24K -176 -12%
GAAM
155
Guinness Atkinson Asset Management
California
$30.6K -$3.83K -158 -11%
AIG
156
American International Group
New York
$29.8K -$873 -36 -3%
VFA
157
Virtus Fund Advisers
Connecticut
$29.1K +$29.1K +1,200 New
SWM
158
Spire Wealth Management
Virginia
$24.2K +$21.9K +902 +920%
TRCT
159
Tower Research Capital (TRC)
New York
$22K -$86.1K -3,624 -80%
HNB
160
Huntington National Bank
Ohio
$20.6K +$16.9K +696 +458%
AAM
161
Advisors Asset Management
Colorado
$18.3K -$36.7K -1,516 -67%
RCM
162
Raleigh Capital Management
North Carolina
$16.2K +$16.2K +668 New
UB
163
UMB Bank
Missouri
$14.8K – – –
QCG
164
Quadrant Capital Group
Ohio
$13.7K -$1.02K -42 -7%
LC
165
Lindbrook Capital
California
$13.5K +$533 +22 +4%
PP
166
PFS Partners
New Jersey
$9.7K – – –
KFS
167
Kelly Financial Services
Massachusetts
$9.7K – – –
QT
168
Quantbot Technologies
New York
$8.68K -$72.4K -2,988 -89%
PFBT
169
Parkside Financial Bank & Trust
Missouri
$8.05K -$80.7K -3,330 -91%
C
170
Covestor
United Kingdom
$8K -$47 -2 -0.6%
Schroder Investment Management Group
171
Schroder Investment Management Group
United Kingdom
$7.58K +$7.58K +330 New
BTI
172
Blue Trust Inc
Georgia
$7K +$2.28K +130 +48%
EWA
173
EverSource Wealth Advisors
Alabama
$6.88K – – –
BAM
174
Belpointe Asset Management
Nevada
$4.56K – – –
BIA
175
Bell Investment Advisors
California
$3.73K -$533 -22 -13%
5 6
7
8 9