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Pegasystems

198 hedge funds and large institutions have $3.01B invested in Pegasystems in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $271K

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $2.49B → $3.01B (+$514M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more funds holding

Funds holding: 187198 (+11)

2.58% more ownership

Funds ownership: 92.57%95.15% (+2.6%)

3% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 68

Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
3.9%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
33
Increased
70
Reduced
68
Closed
17
Calls
$1.25M
Puts
$271K
Net Calls
+$978K
Net Calls Change
+$835K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
176
CSat Investment Advisory
Michigan
$15K +$1.81K +48 +14%
ME
177
McIlrath & Eck
Washington
$14K
FHA
178
Flagship Harbor Advisors
Massachusetts
$13K +$76 +2 +0.6%
RE
179
RBC Europe
United Kingdom
$12.3K
IA
180
IFP Advisors
Florida
$12K -$2.27K -60 -17%
VFA
181
Valeo Financial Advisors
Indiana
$10K
AWA
182
Arkadios Wealth Advisors
Georgia
$9.77K +$7.56K +200 New
VAIA
183
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.62K +228 New
CCA
184
Column Capital Advisors
Indiana
$7K +$7.26K +192 New
HPC
185
HM Payson & Co
Maine
$6K +$6.05K +160 New
APA
186
American Portfolios Advisors
New York
$5.89K
SFS
187
Sowell Financial Services
Arkansas
$4K -$4.31K -114 -53%
TWA
188
TCI Wealth Advisors
Arizona
$4K -$151 -4 -4%
Bessemer Group
189
Bessemer Group
New Jersey
$4K +$3.4K +90 New
CFGS
190
Concourse Financial Group Securities
Alabama
$4K +$3.78K +100 New
PFPT
191
Pinnacle Financial Partners (Tennessee)
Tennessee
$4K +$3.78K +100 New
IFAM
192
Institutional & Family Asset Management
Colorado
$3K
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$3K
TRCT
194
Tower Research Capital (TRC)
New York
$2K -$92.2K -2,438 -98%
PAM
195
Panagora Asset Management
Massachusetts
$1K -$15.7M -416,196 -100%
HAM
196
Highstreet Asset Management
Ontario, Canada
$1K
NFG
197
Next Financial Group
Texas
$1K
GWS
198
Glassman Wealth Services
Virginia
$1K +$529 +14 New
ZIM
199
Zacks Investment Management
Illinois
-$2.92M -85,754 Closed
MC
200
Maplelane Capital
New York
-$2.72M -80,000 Closed

PEGA Hedge Fund Activity: Q4 2019 in Review

198 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2019, worth a combined $3.01B — up 21% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PEGA positions and 17 closed out — a net gain of 16 holders — while 70 added to existing stakes and 68 trimmed.

The largest buyer was Bares Capital Management, adding an estimated $236M. The largest seller was Cadian Capital Management, cutting an estimated $31.5M.

  • 198 institutional investors held Pegasystems (PEGA) as of Q4 2019, up from 187 in Q3 2019.
  • Funds reported $3.01B of Pegasystems stock for Q4 2019, up 21% quarter-over-quarter.
  • 33 funds opened new Pegasystems positions in Q4 2019 and 17 closed out, a net change of +16 holders.
  • The largest Pegasystems buyer in Q4 2019 was Bares Capital Management, an estimated $236M added.
  • The largest Pegasystems seller in Q4 2019 was Cadian Capital Management, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2019.