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Pegasystems
PEGA

Overview Fund Activity

318 hedge funds and large institutions have $3.95B invested in Pegasystems in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 116 increasing their positions, 94 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+20
Holders Change %
+6.71%
% of All Funds
4.23%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
67
Increased
116
Reduced
94
Closed
42
Calls
$16.3M
Puts
$4.38M
Net Calls
+$11.9M
Net Calls Change
+$7.09M

Top Buyers

1
Invesco
Invesco
Georgia
$220M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$68.9M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$66.5M
4
Franklin Resources
Franklin Resources
California
$65.5M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$38M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$19.7M
2
CCM
Cadian Capital Management
New York
$0
3
TGA
TPG GP A
Texas
$181M
4
Federated Hermes
Federated Hermes
Pennsylvania
$20.3M
5
BCM
Bares Capital Management
Texas
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPRC
151
Consolidated Portfolio Review Corp
New York
$1.03M +$1.03M +22,072 New
LPL Financial
152
LPL Financial
California
$1.02M +$591K +12,688 +136%
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$983K – – –
Mariner
154
Mariner
Kansas
$920K +$323K +6,940 +54%
EGM
155
Engineers Gate Manager
New York
$863K -$143K -3,074 -14%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$843K -$1.85M -39,666 -69%
Stifel Financial
157
Stifel Financial
Missouri
$796K +$200K +4,300 +34%
EA
158
Ellsworth Advisors
Ohio
$772K +$43.3K +930 +6%
Rafferty Asset Management
159
Rafferty Asset Management
New York
$755K – – –
ACA
160
Atlas Capital Advisors
Wyoming
$721K -$5.03K -108 -0.7%
TI
161
Tidal Investments
Wisconsin
$675K +$279K +5,990 +71%
FF
162
Fluent Financial
Texas
$668K +$668K +14,334 New
DT
163
Diversified Trust
Tennessee
$651K -$163K -3,490 -20%
FCM
164
Fieldview Capital Management
Michigan
$630K +$630K +13,530 New
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$630K +$108K +2,310 +21%
WS
166
Wedbush Securities
California
$612K -$31.3K -672 -5%
X
167
Xponance
Pennsylvania
$571K +$45.4K +974 +9%
VPIM
168
Vanguard Personalized Indexing Management
California
$566K -$6.71K -144 -1%
PAG
169
Private Advisor Group
New Jersey
$561K +$165K +3,546 +42%
TRCT
170
Tower Research Capital (TRC)
New York
$548K +$13K +278 +2%
Deutsche Bank
171
Deutsche Bank
Germany
$525K -$1.93M -41,442 -79%
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$524K – – –
GCA
173
Greenwood Capital Associates
South Carolina
$517K -$38K -816 -7%
VCM
174
Voleon Capital Management
California
$506K +$506K +10,848 New
Pathstone Holdings
175
Pathstone Holdings
New Jersey
$505K +$92.4K +1,982 +22%
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