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Pegasystems
PEGA

Overview Fund Activity

243 hedge funds and large institutions have $5.42B invested in Pegasystems in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-12
Holders Change %
-4.71%
% of All Funds
4.24%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
33
Increased
88
Reduced
79
Closed
45
Calls
$7.34M
Puts
$22.5M
Net Calls
-$15.1M
Net Calls Change
-$27.4M

Top Buyers

1
SCA
Southpoint Capital Advisors
New York
$139M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$51.6M
3
LWCA
Locust Wood Capital Advisers
New York
$51.2M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$178M
5
Capital Research Global Investors
Capital Research Global Investors
California
$130M

Top Sellers

1
LCG
Luxor Capital Group
New York
$479M
2
CCM
Cadian Capital Management
New York
$0
3
DCM
Dorsal Capital Management
California
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$5.84M
5
EAM
Eagle Asset Management
Florida
$98.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
176
Hardy Reed
Mississippi
$304K – – –
ProShare Advisors
177
ProShare Advisors
Maryland
$294K +$17.1K +246 +6%
ZCA
178
Zeke Capital Advisors
Pennsylvania
$293K +$293K +4,216 New
PVH
179
Psagot Value Holdings
Israel
$290K +$290K +4,162 New
Verition Fund Management
180
Verition Fund Management
Connecticut
$270K -$424K -6,086 -61%
Simplex Trading
181
Simplex Trading
Illinois
$264K -$219K -3,150 -45%
MML Investors Services
182
MML Investors Services
Massachusetts
$263K +$263K +3,776 New
Macquarie Group
183
Macquarie Group
Australia
$258K +$10.1K +144 +4%
CM
184
Capula Management
Cayman Islands
$256K +$256K +3,676 New
RJFSA
185
Raymond James Financial Services Advisors
Florida
$242K -$9.04K -130 -4%
Manulife (Manufacturers Life Insurance)
186
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231K +$231K +3,322 New
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$229K +$229K +3,292 New
CFA
188
Carroll Financial Associates
North Carolina
$223K – – –
PFBT
189
Parkside Financial Bank & Trust
Missouri
$218K +$2.09K +30 +1%
Creative Planning
190
Creative Planning
Kansas
$213K +$213K +3,056 New
KFS
191
Kelly Financial Services
Massachusetts
$200K +$199K +55,276 +13,819%
ST
192
Sageworth Trust
Pennsylvania
$199K – – –
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$157K – – –
TPCW
194
TD Private Client Wealth
New York
$155K – – –
PAM
195
Panagora Asset Management
Massachusetts
$151K +$15K +216 +11%
FMT
196
First Mercantile Trust
Tennessee
$147K +$25.6K +368 +21%
SWM
197
Spire Wealth Management
Virginia
$146K – – –
CFGS
198
Concourse Financial Group Securities
Alabama
$118K +$20.2K +290 +21%
Asset Management One
199
Asset Management One
Japan
$102K -$4.44K -64 -4%
PWS
200
Paragon Wealth Strategies
Florida
$99K +$99K +1,416 New
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8
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