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Pegasystems
PEGA

Overview Fund Activity

250 hedge funds and large institutions have $3.15B invested in Pegasystems in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 83 reducing their positions, and 56 closing their positions.

Holders
250
Holders Change
-14
Holders Change %
-5.3%
% of All Funds
3.96%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
45
Increased
87
Reduced
83
Closed
56
Calls
$35M
Puts
$3.92M
Net Calls
+$31.1M
Net Calls Change
-$83.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$173M
2
TGA
2
TPG GP A
Texas
$159M
3
SRFM
3
Shannon River Fund Management
New York
$32.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$32M
5
Millennium Management
5
Millennium Management
New York
$25M

Top Sellers

1
FAM
1
Foxhaven Asset Management
Virginia
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$19.1M
4
LWCA
4
Locust Wood Capital Advisers
New York
$0
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
FC
176
FORA Capital
Florida
$294K 3,637 +3,637 New
MOS
177
MGO One Seven
Ohio
$290K 3,601 -85 -2%
ACM
178
AlphaStar Capital Management
North Carolina
$274K 3,399 – –
CIBC Asset Management
179
CIBC Asset Management
Ontario, Canada
$264K 3,270 – –
BFM
180
Boothbay Fund Management
New York
$264K 3,275 +3,275 New
Vontobel Holding
181
Vontobel Holding
Switzerland
$262K 3,251 -1,876 -37%
MSRPS
182
Maryland State Retirement & Pension System
Maryland
$254K 3,147 – –
ZCA
183
Zeke Capital Advisors
Pennsylvania
$247K 3,059 +613 +25%
BCM
184
BTC Capital Management
Iowa
$240K 2,963 +618 +26%
PAMS
185
Pictet Asset Management (Switzerland)
Switzerland
$236K 2,929 – –
II
186
Inspire Investing
Idaho
$236K 2,925 +724 +33%
COI
187
Connable Office Inc
Michigan
$234K 2,905 – –
IA
188
Insight Advisors
Pennsylvania
$227K 2,816 – –
HWAM
189
Hennion & Walsh Asset Management
New Jersey
$227K 2,815 +246 +10%
YIH
190
Y-Intercept (HK)
Hong Kong
$211K 2,614 +2,614 New
MIM
191
MetLife Investment Management
New Jersey
$205K 2,536 +2,536 New
IAA
192
Independent Advisor Alliance
North Carolina
$202K 2,507 -287 -10%
PCA
193
Personal Capital Advisors
California
$201K 2,492 – –
Asset Management One
194
Asset Management One
Japan
$152K 1,891 -9,450 -83%
CG
195
Cutler Group
California
$145K 1,800 -2,000 -53%
AAM
196
Advisors Asset Management
Colorado
$141K 1,750 +536 +44%
PFBT
197
Parkside Financial Bank & Trust
Missouri
$140K 1,748 +132 +8%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$107K 1,326 +694 +110%
SOW
199
State of Wyoming
Wyoming
$101K 1,245 -213 -15%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$94K 1,175 +346 +42%
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8
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