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Pegasystems
PEGA

Overview Fund Activity

172 hedge funds and large institutions have $1.95B invested in Pegasystems in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-18
Holders Change %
-9.47%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
54
Reduced
64
Closed
36
Calls
$754K
Puts
$887K
Net Calls
-$133K
Net Calls Change
-$3.8M

Top Buyers

1
CCM
1
Cadian Capital Management
New York
$172M
2
BCM
2
Bares Capital Management
Texas
$286M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$231M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$208M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$18.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$5.92M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$23.7M
3
GH
3
GAM Holding
Switzerland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.9M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
151
Covestor
United Kingdom
$8K -$47 -2 -0.6%
EWA
152
EverSource Wealth Advisors
Alabama
$7K – – –
QL
153
Quarry LP
New York
$5.32K -$40.6K -1,646 -88%
Loomis, Sayles & Company
154
Loomis, Sayles & Company
Massachusetts
$5K +$5K +218 New
BIA
155
Bell Investment Advisors
California
$3.8K – – –
RA
156
Rise Advisors
New York
$3.72K – – –
CCA
157
Column Capital Advisors
Indiana
$3.06K -$740 -30 -19%
CAL
158
Capital Advisors Ltd
Ohio
$3K – – –
MTIC
159
Missouri Trust & Investment Company
Missouri
$2.56K – – –
HPC
160
HM Payson & Co
Maine
$2.47K – – –
CTWM
161
Cherry Tree Wealth Management
Minnesota
$2.37K +$2.37K +96 New
VCM
162
Versant Capital Management
Arizona
$2.22K – – –
AAP
163
Arax Advisory Partners
Colorado
$2.12K -$197 -8 -9%
GWS
164
Glassman Wealth Services
Virginia
$1.78K – – –
SWA
165
Sutton Wealth Advisors
Florida
$1.38K – – –
GRP
166
Global Retirement Partners
California
$1.38K – – –
BAAM
167
Baker Avenue Asset Management
California
$1.28K – – –
BWM
168
BerganKDV Wealth Management
Minnesota
$592 – – –
EC
169
Elequin Capital
New York
$592 +$592 +24 New
AF
170
Allworth Financial
California
$395 – – –
VAG
171
VisionPoint Advisory Group
Texas
$296 +$296 +12 New
HNB
172
Huntington National Bank
Ohio
$49 -$20.7K -846 -100%
GH
173
GAM Holding
Switzerland
– -$8.8M -362,852 Closed
Point72 Asset Management
174
Point72 Asset Management
Connecticut
– -$4.46M -184,026 Closed
Arrowstreet Capital
175
Arrowstreet Capital
Massachusetts
– -$3.62M -149,198 Closed
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