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Pegasystems

265 hedge funds and large institutions have $4.44B invested in Pegasystems in 2021 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,204% more call options, than puts

Call options by funds: $124M | Put options by funds: $9.54M

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

14% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 76

9% more funds holding

Funds holding: 243265 (+22)

0.41% more ownership

Funds ownership: 96.78%97.18% (+0.41%)

11% less capital invested

Capital invested by funds: $5.01B → $4.44B (-$572M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
265
Holders Change
+22
Holders Change %
+9.05%
% of All Funds
4.08%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
55
Increased
87
Reduced
76
Closed
29
Calls
$124M
Puts
$9.54M
Net Calls
+$115M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
176
Hennion & Walsh Asset Management
New Jersey
$287K +$304K +5,138 New
PCA
177
Personal Capital Advisors
California
$279K -$118 -2 -0%
EGM
178
Engineers Gate Manager
New York
$275K +$291K +4,916 New
ZCA
179
Zeke Capital Advisors
Pennsylvania
$274K
WG
180
Winton Group
United Kingdom
$269K -$276K -4,668 -49%
Parallax Volatility Advisers
181
Parallax Volatility Advisers
California
$265K +$281K +4,738 New
BCM
182
BTC Capital Management
Iowa
$262K +$278K +4,690 New
Fidelity Investments
183
Fidelity Investments
Massachusetts
$258K -$8.91M -150,442 -97%
II
184
Inspire Investing
Idaho
$246K +$52.2K +882 +25%
HR
185
Hardy Reed
Mississippi
$244K
MML Investors Services
186
MML Investors Services
Massachusetts
$243K +$36.4K +614 +16%
TW
187
TrinityPoint Wealth
Connecticut
$236K +$11K +186 +5%
AG
188
AlphaSimPlex Group
Massachusetts
$227K -$117K -1,978 -33%
VPI
189
Value Partners Investments
Manitoba, Canada
$223K +$237K +4,000 New
Ameriprise
190
Ameriprise
Minnesota
$212K -$642K -10,840 -74%
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$209K -$21.3K -360 -9%
KWM
192
Kaydan Wealth Management
Michigan
$202K +$214K +3,610 New
PFBT
193
Parkside Financial Bank & Trust
Missouri
$181K +$3.43K +58 +2%
LC
194
Lindbrook Capital
California
$168K +$174K +2,944 +4,461%
SOW
195
State of Wyoming
Wyoming
$163K -$21.2K -358 -11%
Macquarie Group
196
Macquarie Group
Australia
$154K -$56K -946 -26%
SCA
197
Snowden Capital Advisors
New York
$140K -$130K -2,198 -47%
QT
198
Quantbot Technologies
New York
$140K -$71.1K -1,200 -32%
AAM
199
Advisors Asset Management
Colorado
$136K +$104K +1,754 +260%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$126K

PEGA Hedge Fund Activity: Q4 2021 in Review

265 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q4 2021, worth a combined $4.44B — down 11% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PEGA positions and 29 closed out — a net gain of 26 holders — while 87 added to existing stakes and 76 trimmed.

The largest buyer was Luxor Capital Group, adding an estimated $155M. The largest seller was Invesco, cutting an estimated $121M.

  • 265 institutional investors held Pegasystems (PEGA) as of Q4 2021, up from 243 in Q3 2021.
  • Funds reported $4.44B of Pegasystems stock for Q4 2021, down 11% quarter-over-quarter.
  • 55 funds opened new Pegasystems positions in Q4 2021 and 29 closed out, a net change of +26 holders.
  • The largest Pegasystems buyer in Q4 2021 was Luxor Capital Group, an estimated $155M added.
  • The largest Pegasystems seller in Q4 2021 was Invesco, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2021.