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Pegasystems
PEGA

Overview Fund Activity

190 hedge funds and large institutions have $1.72B invested in Pegasystems in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+18
Holders Change %
+10.47%
% of All Funds
3.03%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
39
Increased
61
Reduced
58
Closed
19
Calls
$1.19M
Puts
$8.25M
Net Calls
-$7.06M
Net Calls Change
-$6.93M

Top Buyers

1
TGA
TPG GP A
Texas
$149M
2
Vanguard Group
Vanguard Group
Pennsylvania
$217M
3
SCM
Scopia Capital Management
New York
$10.2M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$10.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
$190M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$17.9M
2
LCG
Luxor Capital Group
New York
$127M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$10.8M
4
First Trust Advisors
First Trust Advisors
Illinois
$6.97M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
Parallel Advisors
California
$51.2K +$478 +22 +0.9%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$50K +$22.2K +1,032 +80%
ACM
153
Aquatic Capital Management
Illinois
$48K +$48K +2,200 New
KBC Group
154
KBC Group
Belgium
$44K +$44K +2,016 New
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$32K – – –
AIG
156
American International Group
New York
$31.6K -$2.17K -100 -6%
SPIA
157
Steward Partners Investment Advisory
New York
$30.4K – – –
S
158
SignatureFD
Georgia
$29.1K +$87 +4 +0.3%
PMEF
159
Point72 Middle East FZE
United Arab Emirates
$27.9K +$27.9K +1,286 New
GAAM
160
Guinness Atkinson Asset Management
California
$27.4K – – –
VFA
161
Virtus Fund Advisers
Connecticut
$26K – – –
SWM
162
Spire Wealth Management
Virginia
$21.7K – – –
UB
163
UMB Bank
Missouri
$13.2K – – –
QCG
164
Quadrant Capital Group
Ohio
$12.2K – – –
LC
165
Lindbrook Capital
California
$11.9K – – –
PP
166
PFS Partners
New Jersey
$8.68K – – –
KFS
167
Kelly Financial Services
Massachusetts
$8.68K – – –
PFBT
168
Parkside Financial Bank & Trust
Missouri
$7.21K – – –
Schroder Investment Management Group
169
Schroder Investment Management Group
United Kingdom
$7.13K – – –
C
170
Covestor
United Kingdom
$7K -$84 -4 -1%
Loomis, Sayles & Company
171
Loomis, Sayles & Company
Massachusetts
$7K +$2.26K +104 +48%
EWA
172
EverSource Wealth Advisors
Alabama
$6.16K – – –
BIA
173
Bell Investment Advisors
California
$3.34K – – –
CAL
174
Capital Advisors Ltd
Ohio
$3K – – –
GWS
175
Glassman Wealth Services
Virginia
$2.43K +$868 +40 +56%
5 6
7
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